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Kingswood Holdings Ltd
Mont Crevelt House,, Bulwer Avenue,
ST SAMPSON, GY2 4LH  Guernsey Ticker: KWGKWG
Business Summary
Kingswood Holdings Limited is a Guernsey-based integrated wealth and investment management company. The Company is engaged in the operation of an investment management and financial planning business. The Company offers a suite of wealth planning and investment management solutions to its clients, which range from private individuals to some of the United Kingdom's universities and institutions including investment advice and management, personal and company pensions, and wealth planning. The Company's segments include investment management, wealth planning, United States operations, and Ireland operations. The Company's subsidiaries include KW Wealth Group Limited, which offers management services; KW Investment Management Limited, which provides investment management services; Sterling Trust Financial Consulting Limited, which is a holding company; KW Wealth Planning Limited, which is engaged in wealth planning business, and Kingswood Capital Partners LLC and among others.
(Source: ARS)

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-Yes-----

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
6/30/202412/31/2022Yes----

Industries
SIC Code Description
6282 Investment advice

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Non-Executive Chairman of the Board David G.Hudd 62 7/26/2021 6/29/2018
Interim Chief Executive Officer, Executive Director PeterColeman 7/5/2024 7/5/2024
Non-Executive Deputy Chairman of the Board JonathanMassing 4/2/2019 10/23/2017
4 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
Barry Fleming & Partners LTD Lower Woodspeen Court Woodspeen United Kingdom
MMPI Group 101 Morehampton Roaad Donnybrook Village Dublin Ireland

Business Names
Business Name
BARRY FLEMING AND PARTNERS (TAX, TRUSTS AND INVESTMENT PLANNING) LIMITED
Bells Financial Planning Ltd.
Equity Pre-IPO Investments Ltd.
14 additional Business Names available in full report.

General Information
Number of Employees: 396 (As of 3/31/2023)
Outstanding Shares: 686,184,011 (As of 6/30/2024)
Stock Exchange: LON


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Wednesday, November 20, 2024