Kingswood Acquires Chalice and Majority Stake in Manhattan Harbor Capital (Forms Kingswood US)
May 5, 2020
Kingswood Holdings Limited has completed the acquisition of Chalice Capital Partners and Chalice Wealth Advisors and taken a majority stake in Manhattan Harbor Capital (which will be rebranded Kingswood US). The transactions combine Chalice and MHC (Benchmark) to create a US wealth management platform with ~180 authorised representatives and roughly $1.8 billion AUM to support Kingswood's US growth strategy.
- Buyers
- Kingswood Holdings Limited
- Targets
- Chalice Capital Partners, Chalice Wealth Advisors, Manhattan Harbor Capital (Benchmark Investments / Benchmark Advisory Services)
- Sellers
- Remaining Chalice shareholder
- Industry
- Financial Services
- Location
- United States
- Transaction Type
- Buyout
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