Kingswood closes deals to buy 2 US firms

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.


Wealth manager Kingswood buys Californian advisory firm

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.

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