Public Company Financial Services

Kingswood

London, England, United Kingdom

International integrated wealth and investment management group providing financial advice, wealth planning and investment management services across the UK & Ireland and with a US presence via Kingswood US.

Focus Areas
Wealth Management, Financial Planning, Investment Management

Tracked deals

9

9 tracked deals across 2020-2022.

Recent pace

0

0 tracked deals announced in the last 12 months.

Deal mix

Addon

5 addon · 4 buyout

Kingswood Acquisition Volume by Year

Last 3 years

Acquisition volume by year Annual acquisition counts for the last 3 years for Kingswood. 3 2020 2 2021 4 2022

Supporting Data

Recent Transactions

  • Kingswood Acquires Barry Fleming & Partners
    December 15, 2022
    Buyer
    Kingswood
    Target
    Barry Fleming & Partners
    Industry
    Financial Services
    Location
    Berkshire, United Kingdom
    Type
    Buyout

    Kingswood has agreed terms to acquire Newbury-based financial advisory and tax planning firm Barry Fleming & Partners, which manages £140m of assets on behalf of around 350 clients. The deal, subject to regulatory approval, expands Kingswood's local presence in Berkshire, increases its client-facing advisory team to over 130 people and raises funds under advice/management to more than £9 billion across the UK and Ireland.

  • Kingswood Acquires Strategic Asset Managers Limited
    November 15, 2022
    Buyer
    Kingswood
    Target
    Strategic Asset Managers Limited
    Industry
    Wealth Management
    Location
    Scotland, United Kingdom
    Type
    Buyout

    Kingswood has acquired Glasgow-based Strategic Asset Managers Limited, marking Kingswood’s first acquisition in Scotland and bringing the firm’s 2022 total to ten deals. The deal adds three advisors and approximately £200m of assets under advice, expanding Kingswood’s client-facing advisory team and regional presence across the UK and Ireland.

  • Kingswood Acquires JCH Investment Management and Employee Benefit Solutions
    November 3, 2022
    Buyer
    Kingswood
    Target
    JCH Investment Management, Employee Benefit Solutions
    Industry
    Financial Services
    Location
    United Kingdom
    Type
    Addon

    Kingswood has agreed terms to acquire two UK bolt-on advisory businesses: JCH Investment Management (Lincolnshire) and Employee Benefit Solutions (Buckinghamshire). The deals add approximately £235m of assets under advice and three advisers, further expanding Kingswood’s geographic footprint and advisory capability as part of its ongoing roll-up strategy (JCH remains subject to regulatory approval).

  • Kingswood Acquires Four UK Financial Advisory Firms for £22.9m
    February 16, 2022
    Buyer
    Kingswood
    Target
    Joseph R Lamb Independent Financial Advisers Ltd, Allotts Financial Services Limited (AFS), AIM Wealth Holdings Limited (AIM), DJ Cooke Limited
    Industry
    Wealth Management
    Location
    England, United Kingdom
    Type
    Addon

    Kingswood has agreed terms to acquire four bolt-on advisory firms — Joseph R Lamb Independent Financial Advisers Ltd, Allotts Financial Services Limited (AFS), AIM Wealth Holdings Limited (AIM) and DJ Cooke Limited — for a combined purchase price of £22.9m. The acquisitions expand Kingswood's geographical footprint across England, add advisory headcount and increase assets under administration to approximately £9.1bn serving over 19,500 active UK clients.

  • Kingswood Acquires IBOSS, Money Matters (North East) and Smythe & Walter
    November 23, 2021
    Buyer
    Kingswood Holdings Limited
    Target
    Metnor Holdings Limited (IBOSS), Money Matters (North East) Ltd, Smythe & Associates (Smythe & Walter)
    Industry
    Wealth Management
    Location
    United Kingdom
    Type
    Addon

    Kingswood Holdings Limited has agreed terms to acquire three bolt-on advisory businesses: Metnor Holdings Limited (trading as IBOSS), Money Matters (North East) Ltd and Smythe & Associates (Smythe & Walter). The deals (two subject to regulatory approval) expand Kingswood’s regional footprint across the North of England, North East, London and the South East and increase its advisory team and assets under administration.

  • Kingswood Holdings Acquires Admiral Wealth Management Limited
    June 17, 2021
    Buyer
    Kingswood Holdings, Pollen Street Capital
    Target
    Admiral Wealth Management Limited
    Industry
    Financial Services
    Location
    North Lincolnshire, United Kingdom
    Type
    Addon

    Kingswood Holdings, with backing from Pollen Street Capital, has agreed to acquire Admiral Wealth Management Limited for £4.0m subject to regulatory approval. The deal expands Kingswood's advisory team and client base — increasing assets under advice/management to £6.2bn and adding ~600 clients and £100m AUA from Admiral, a seven-person IFA based in North Lincolnshire.

  • Kingswood Holdings Acquires Regency Investment Services
    September 18, 2020
    Buyer
    Kingswood Holdings Limited
    Target
    Regency Investment Services Limited
    Industry
    Wealth Management
    Location
    Surrey, United Kingdom
    Type
    Buyout

    Kingswood Holdings Limited has acquired Regency Investment Services Limited for a total consideration of £3.45 million, subject to regulatory approval. The deal, funded in part through convertible preference shares subscribed by HSQ Investment Limited (linked to Pollen Street Capital), increases Kingswood's client-facing advisory team and brings approximately £320m of AUA/AUM and ~1,000 clients into the group.

  • Kingswood Holdings Acquires Sterling Trust
    June 25, 2020
    Buyer
    Kingswood Holdings Limited
    Target
    Sterling Trust Financial Consulting Limited
    Seller
    Jeff Grantham, Other shareholders
    Industry
    Financial Services
    Location
    England, United Kingdom
    Type
    Addon

    Kingswood Holdings Limited has completed the acquisition of Sterling Trust Financial Consulting Limited for total consideration of approximately £17.75m. Sterling Trust is a regional UK wealth manager with about £1.2bn AUM and c.£2.5m run-rate EBITDA; the deal (the third to be funded by Pollen Street Capital) expands Kingswood's regional footprint and adds scale to its wealth management platform.

  • Kingswood Acquires Chalice and Majority Stake in Manhattan Harbor Capital (Forms Kingswood US)
    May 5, 2020
    Buyer
    Kingswood Holdings Limited
    Target
    Chalice Capital Partners, Chalice Wealth Advisors, Manhattan Harbor Capital (Benchmark Investments / Benchmark Advisory Services)
    Seller
    Remaining Chalice shareholder
    Industry
    Financial Services
    Location
    United States
    Type
    Buyout

    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.

Related Acquisition Pages

Financial Services Buyers & Acquisitions 5 tracked deals by Kingswood. Wealth Management Buyers & Acquisitions 4 tracked deals by Kingswood.

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