KINGSWOOD HOLDINGS LIMITED Logo

KINGSWOOD HOLDINGS LIMITED

Integrated wealth management firm offering financial advice and investment management.

KWG | IL

Overview

Corporate Details

ISIN(s):
GG00BKY4K072
LEI:
213800DX97OROHY26686
Country:
Guernsey
Address:
MONT CREVELT HOUSE, GY2 4LH ST SAMPSON

Description

Kingswood Holdings Limited is an integrated wealth management firm specializing in financial advice, wealth planning, and investment management. The company offers a comprehensive suite of services designed to help clients protect and grow their wealth. These services include personalized investment strategies, retirement and pension planning, tax advisory, inheritance and estate planning, cash management, and mortgage services. By combining financial planning with investment management, Kingswood provides holistic solutions to support clients' long-term financial objectives.

Unlock This Filing & Millions More

You're one step away from the data you need. Create a free account to instantly view this filing and get access to powerful research tools.

Filings

You have of free filing views remaining. Upgrade for unlimited access.
Quick Filters:

Filters

Clear
Bulk Actions:
Date Filing Language Size Actions
2025-03-18 18:09
FORM 8 (OPD) - Kingswood Holdings Limited
English 33.2 KB
2025-03-14 17:24
Additional Debt Facility
English 10.7 KB
2025-03-14 13:34
Director/PDMR Shareholding
English 19.6 KB
2025-03-14 08:01
Board Change
English 6.4 KB
2025-03-14 08:00
Director/PDMR Shareholdings
English 20.2 KB
2025-03-12 08:55
Financial Position Update & Possible Offer
English 25.9 KB
2025-01-10 08:00
Permanent CEO Appointment
English 15.1 KB
2024-12-03 15:34
Results of Annual General Meeting
English 8.8 KB
2024-11-18 08:55
Notice of AGM
English 8.3 KB
2024-10-31 08:00
Additional Debt Facility
English 11.5 KB
2024-09-30 13:07
Further re Kingswood 2024 Half year Report
English 9.4 KB
2024-09-30 08:00
2024 Half-year Report
English 956.7 KB
2024-08-15 08:00
Kingswood additional debt facility
English 13.5 KB
2024-07-22 08:00
Related Party Transaction
English 13.0 KB
2024-07-05 08:00
Appointment of Interim CEO
English 14.5 KB

Automate Your Workflow. Get a real-time feed of all KINGSWOOD HOLDINGS LIMITED filings delivered via API.

Explore Data Feeds →

Market Data

Market Data Not Available

Financials & KPIs

No data available

Unlock Full Financials for KINGSWOOD HOLDINGS LIMITED

This data is available as part of our premium data solutions. Contact our team for access.

Need More History? Access decades of standardized financials for KINGSWOOD HOLDINGS LIMITED via our API.

Get Historical Data →

Insider Transactions

Date Insider Name Position Type Shares Value
No insider transactions recorded for this company.

Peer Companies

ALLIANCEBERNSTEIN HOLDING L.P. Logo
A global investment management firm offering diversified investment and research services.
United States of America
AB
AlTi Global, Inc. Logo
Global wealth and asset management firm providing customized financial solutions.
United States of America
ALTI
Analyst I.M.S. Investment Management Services Ltd. Logo
Provides investment management, advisory, and financial planning services.
Israel
ANLT
Bank of New York Mellon Corp Logo
Global financial services firm specializing in managing and servicing financial assets.
United States of America
BK
BROOKS MACDONALD GROUP PLC Logo
A wealth management firm providing personalized investment and financial planning services.
United Kingdom
BRK
Wealth management firm offering financial planning and investment services for clients.
United Kingdom
CSTL
CROSS TIMBERS ROYALTY TRUST Logo
An express trust that collects and distributes net profits from royalty properties.
United States of America
CRT
FORRÁS Trust and Investment Company Logo
Asset management firm investing in companies, equities, and real estate across sectors.
Hungary
DELTA
FRENKEL TOPPING GROUP PLC Logo
A firm offering financial and litigation support for personal injury claims.
United Kingdom
FEN
Gaz-servis ao Logo
Financial firm providing brokerage for energy markets and securities transactions.
Russian Federation
GAZS

Report Sent!

Thank you. We will check the data and update it shortly.

Talk to a Data Expert

Have a question? We'll get back to you promptly.