Kingswood acquires Sterling Trust in £18m deal

Kingswood has acquired regional Financial Planner Sterling Trust, doubling its wealth advisory and Financial Planning business, with three more UK acquisitions in the pipeline.


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.


Affluent individuals in China to soar to 56m by 2022

The number of HNW and mass affluent people in China is set to surpass 56m in 2022 - up 16.5m on 2018, according to a global wealth data provider, writes Cormac Sibley.


90% are ‘financially sleepwalking’ into retirement

New research has revealed that nine out of ten workers are “financially sleepwalking” into retirement.

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