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
- Website:
- https://www.kingswood-group.com/
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.
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Filings
| Date | Filing | Language | Size | Actions | |
|---|---|---|---|---|---|
| 2019-12-13 08:00 |
Director/PDMR Shareholding
|
English | 30.7 KB | ||
| 2019-12-10 08:00 |
New senior promotions and appointments
|
English | 20.1 KB | ||
| 2019-12-06 17:27 |
Director/PDMR Shareholding
|
English | 30.4 KB | ||
| 2019-12-02 13:11 |
Result of AGM
|
English | 13.2 KB | ||
| 2019-11-07 08:00 |
Issue of Convertible Preference Shares
|
English | 15.2 KB | ||
| 2019-10-01 09:00 |
Completion of WFI and Bridge Finance Facility
|
English | 15.4 KB | ||
| 2019-09-30 17:52 |
Unaudited interim results for six-month period
|
English | 387.5 KB | ||
| 2019-09-30 17:51 |
Result of General Meeting
|
English | 14.2 KB | ||
| 2019-09-13 18:58 |
Notice of GM
|
English | 14.6 KB | ||
| 2019-09-12 13:59 |
Proposed Issue of Convertible Preference Shares
|
English | 152.1 KB | ||
| 2019-09-05 17:34 |
Completion of Share Purchase Agreement
|
English | 27.2 KB | ||
| 2019-09-04 09:00 |
Acquisition of WFI Financial
|
English | 17.4 KB | ||
| 2019-08-28 09:00 |
PDMR dealing
|
English | 26.9 KB | ||
| 2019-08-28 09:00 |
Conversion Notice and Issue of Equity
|
English | 30.2 KB | ||
| 2019-08-23 09:00 |
Conversion Notice and Issue of Equity
|
English | 28.8 KB |
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Market Data
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Financials & KPIs
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Insider Transactions
| Date | Insider Name | Position | Type | Shares | Value |
|---|---|---|---|---|---|
| No insider transactions recorded for this company. | |||||