Kingswood acquires Sterling Trust in £18m deal
- Thursday, 25 June 2020
- Articles
Kingswood has acquired regional Financial Planner Sterling Trust, doubling its wealth advisory and Financial Planning business, with three more UK acquisitions in the pipeline.
Read more...Kingswood closes deals to buy 2 US firms
- Tuesday, 05 May 2020
- Articles
UK wealth manager and Financial Planner Kingswood has completed the acquisition of US wealth manager Chalice and has signed terms to acquire a majority stake in a second US adviser, Manhattan Harbor Capital.
Read more...Wealth manager Kingswood buys Californian advisory firm
- Monday, 23 December 2019
- Articles
Kingswood, the wealth manager and Financial Planner, is to acquire a fledgling Californian investment adviser in a deal worth £3.1m, its second acquisition of a US advisory firm.
Read more...Kingswood raises £80m to fund acquisition strategy
- Friday, 13 September 2019
- Articles
Wealth manager Kingswood has revealed it has raised up to £80m to fund acquisitions.
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