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 | |
|---|---|---|---|---|---|
| 2021-12-15 12:24 |
Results of Annual General Meeting
|
English | 8.0 KB | ||
| 2021-12-01 08:25 |
Completion of acquisitions
|
English | 13.0 KB | ||
| 2021-11-23 17:47 |
Notice of Annual General Meeting
|
English | 9.3 KB | ||
| 2021-11-23 08:00 |
Acquisition of Metnor Holdings Limited
|
English | 22.5 KB | ||
| 2021-11-17 08:00 |
Acquisition of Smythe and Walter Limited
|
English | 19.1 KB | ||
| 2021-11-15 08:00 |
Acquisition of Money Matters (North East)
|
English | 18.7 KB | ||
| 2021-11-05 18:00 |
Change of Registered Address
|
English | 8.7 KB | ||
| 2021-10-25 08:00 |
Change of Adviser
|
English | 11.2 KB | ||
| 2021-10-05 15:31 |
Deferred consideration payment for Sterling Trust
|
English | 13.4 KB | ||
| 2021-09-24 08:00 |
Half-year Report
|
English | 587.2 KB | ||
| 2021-08-18 08:00 |
Acquisition
|
English | 18.7 KB | ||
| 2021-08-17 17:07 |
Director/PDMR Shareholding
|
English | 24.4 KB | ||
| 2021-08-17 08:00 |
Director/PDMR Shareholding
|
English | 34.6 KB | ||
| 2021-08-13 14:32 |
Long Term Incentive Plan Awards
|
English | 22.4 KB | ||
| 2021-08-12 17:28 |
Director/PDMR Shareholding
|
English | 34.2 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. | |||||
Peer Companies
