Kingswood Holdings Limited (KWG.L)

11.50 0.00 (0.00%) At close: 10:12AM BST

Kingswood Holdings Limited

10-11 Austin Friars
London EC2N 2HG
United Kingdom
44 20 7293 0730
https://www.kingswood-group.com

Sector(s): Financial Services
Industry: Asset Management
Full-time employees: 421

Key executives

Name	Title	Pay	Exercised	Year born
Mr. David Glyn Trefor Hudd	Independent Chairman & Legal Consultant	75k	N/A	1958
Mr. David Lawrence	CEO & Executive Director	312k	N/A	N/A
Vinoy Nursiah	Chief Financial Officer	N/A	N/A	N/A
Ms. Harriet Griffin	Chief Operating Officer	N/A	N/A	N/A
Mr. Chris Metcalfe IMC	Chief Investment Officer	N/A	N/A	N/A
Ms. Rachel Bailey	Chief People Officer	N/A	N/A	N/A
Mr. Nigel Lindsey Davies	Managing Director of Fixed Income & Institutional	N/A	N/A	N/A
Mr. Neil McKechnie	Managing Director of Wealth Planning	N/A	N/A	N/A
Mr. Paul Surguy	MD & Head of Investment Management	N/A	N/A	N/A
Ms. Lucy Whitehead	Chief Client Officer	N/A	N/A	N/A

Amounts are as of 31 December 2022, and compensation values are for the last fiscal year ending on that date. Pay includes salary, bonuses, etc. Exercised is the value of options exercised during the fiscal year. Currency in GBp.

Description

Kingswood Holdings Limited engages in the investment management and financial planning business in the United Kingdom and the United States. It operates through three segments: Investment Management, Wealth Planning, and US Operations. The company provides wealth planning, advice process, pensions and retirement planning, inheritance tax and estate planning, tax planning, succession planning, protection advisory, cash management, and foreign exchange services. It also offers corporate solutions to organizations, including support to HR departments with employee benefits administration and payroll services. It serves private individuals, trusts, charities, corporates, universities, and institutions. The company was formerly known as European Wealth Group Limited and changed its name to Kingswood Holdings Limited in September 2018. Kingswood Holdings Limited was incorporated in 2004 and is headquartered in London, the United Kingdom. Kingswood Holdings Limited operates as a subsidiary of KPI (Nominees) Limited.

Corporate governance

Kingswood Holdings Limited’s ISS governance QualityScore as of N/A is N/A. The pillar scores are Audit: N/A; Board: N/A; Shareholder rights: N/A; Compensation: N/A.

Corporate governance scores courtesy of Institutional Shareholder Services (ISS). Scores indicate decile rank relative to index or region. A decile score of 1 indicates lower governance risk, while 10 indicates higher governance risk.