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.


Kingswood adds 3 senior hires for expansion move

Kingswood, the City of London-based wealth manager and Financial Planner backed by private equity, has made three senior hires as it gears up for expansion.


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.


Two new directors for Kingswood after £80m investment

Wealth manager Kingswood has added two new board directors following an £80m private equity-led investment expected to spur ambitious expansion plans.

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