Kingswood Holding Overview

  • Founded
  • 2011
Founded
  • Status
  • Public
  • Employees
  • 95
Employees
  • Stock Symbol
  • KWG
Stock Symbol
  • Investments
  • 16
  • Share Price
  • $0.33
  • (As of Wednesday Closing)

Kingswood Holding General Information

Description

Kingswood Holding Ltd is a United Kingdom-based wealth management firm. The firm serves private individuals, charities, trustees, institutions and professional intermediaries through its wealth planning and advice, and also manages investment portfolios. It operates through two business segments; Investment Management and Financial Planning.

Contact Information

Formerly Known As
European Wealth, KW Wealth
Ownership Status
Publicly Held
Financing Status
Corporation
Primary Industry
Asset Management
Stock Exchange
LON
Primary Office
  • 10 -11 Austin Friars
  • London EC2N 2HG
  • England, United Kingdom
+44 020 0000 0000

Kingswood Holding Timeline

2018201920202021
Financing RoundCaptured Employee CountEstimated Employee Growth
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Kingswood Holding Stock Performance

(As of Wednesday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$0.33 $0.33 $0.18 - $0.43 $70.6M 217M 26.4K -$0.05

Kingswood Holding Financials Summary

In Thousands,
USD
TTM 30-Jun-2020 FY 2019 31-Dec-2019 FY 2018 31-Dec-2018 FY 2017 31-Dec-2017
EV 58,455 60,461 19,638 42,452
Revenue 17,742 12,826 10,289 11,932
Net Income (8,587) (7,293) (6,291) (7,658)
Total Assets 82,873 61,149 37,659 46,526
Total Debt 3,322 1,509 5 14,053
Public Fundamental Data provided by Morningstar, Inc. disclaimer

Kingswood Holding Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Kingswood Holding Executive Team (27)

Name Title Board Seat Contact Info
Patrick Goulding Chief Financial Officer, Finance & Board Member
Graydon Butler Chief Operating Officer
Rupert Thompson Chief Investment Officer & Managing Director
David Winckler Associate Director, Investments Strategy
Leigh Philpot Head of Wealth
You’re viewing 5 of 27 executive team members. Get the full list »

Kingswood Holding Board Members (11)

Name Representing Role Since
00000000 0000000 Kingswood Holding Board Member 000 0000
0000000 0000 Kingswood Holding Non-Executive Chairman 000 0000
0000000 00000000 Self Board Member 000 0000
0000000 00000000 Kingswood Holding Chief Financial Officer, Finance & Board Member 000 0000
You’re viewing 4 of 11 board members. Get the full list »

Kingswood Holding Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Kingswood Holding Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Kingswood Holding Investments & Acquisitions (16)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 000000 23-Nov-2020 000000000000000000 00.00 Holding Companies 0000 000000
0000000 0000000000 20-Sep-2020 000000000000000000 00.000 Other Financial Services 0000 000000
00000000 00000 000 24-Jun-2020 000000000000000000 000.00 Consulting Services (B2B) 0000000 00000000
0000000 0000000 05-May-2020 000000000000000000 000 Financial Software 0000 000000
WFI Financial 01-Oct-2019 Merger/Acquisition 000.00 Asset Management 0000 000000
You’re viewing 5 of 16 investments and acquisitions. Get the full list »

Kingswood Holding Subsidiaries (6)

Company Name Industry Location Founded
Chalice Network Financial Software San Diego, CA 2016
0&0 000000 000000 Family Office (Multi) Zollikon, Switzerland 0000
00000000 00000 000 Consulting Services (B2B) Hessle, United Kingdom 0000
0000000 0000000000 Other Financial Services Egham, United Kingdom 0000
00000000 000000000 Other Capital Markets/Institutions Beverley, United Kingdom
You’re viewing 5 of 6 subsidiaries. Get the full list »

Kingswood Holding Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000000 23-Nov-2011 000000000000000000 Completed
  • 000000000 0000000
To view Kingswood Holding’s complete exits history, request access »