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.

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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.

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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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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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