Kingswood expands into Scotland with £5m adviser purchase
Transatlantic consolidator Kingswood has completed the acquisition of Glasgow-based financial advice firm Strategic Asset Managers (SAM).
Source: professionaladviser.com
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Kingswood hires advisers in London and Kent
Transatlantic consolidator Kingswood has appointed Jade Rose and Max Sullivan as financial advisers, based at the firm's London and Kent offices respectively.
Source: professionaladviser.com
Growth-hungry Kingswood makes sixth purchase of 2022
Kingswood Holdings has exchanged and completed on the acquisition of Smith Pearman and Associates - an independent financial advice company based in Hampshire. Smith Pearman and Associates has around 240 clients with £70m assets under administration servicing the Surrey and Hampshire region. It offers tailored
Source: moneymarketing.co.uk
The Morning Briefing: NatWest eyes Quilter bid and Kingswood's sixth 2022 acquisition
Good morning and welcome to your Morning Briefing for Monday 1 August 2022. To get this in your inbox every morning click here. NatWest eyes Quilter bid NatWest is in the early stages of considering a bid for wealth management firm Quilter, according to reports. City sources have apparently told This Is Money that
Source: moneymarketing.co.uk
Kingswood acquires Hampshire IFA in sixth deal of the year
Kingswood Holdings has exchanged and completed the purchase of Hampshire-based IFA firm Smith Pearman and Associates in its sixth buyout deal of the year.
Source: professionaladviser.com