KW WEALTH GROUP LIMITED - Key Persons
Job Titles:
- Member of the UK Leadership Team
- MANAGING DIRECTOR, Head of Wealth Planning
Bryan's prior experience as seen him as Managing Director of Financial Planning at Punter Southall Aspire. Before this he led the Financial Planning business at AJ Gallagher and prior to this has held executive roles at companies including Standard Life and Barclays Wealth. Bryan is responsible for our front office financial planning team.
Job Titles:
- Chief Investment Officer
- Member of the UK Leadership Team
- CIO, Kingswood / Investment Director, IBOSS
Chris co-founded IBOSS Ltd in 2008, and is CIO of Kingswood Group. He heads up the Kingswood IBOSS Managed Portfolio Service as well as IBOSS Asset Management. He manages a close-knit team, ensuring high standards are kept in delivering both exceptional service and overall investment experience for the adviser and planner community.
Job Titles:
- Chief Executive Officer
- Member of the UK Leadership Team
David has over 30 years' experience in financial services with Lloyds Banking Group latterly as Chief Operating Officer and Commercial Director for Lloyds Private Banking. David played a lead role in the establishment of Schroders Personal Wealth, becoming Chief Commercial Officer for Schroders business in March 2019. David joined Kingswood in December 2020.
Job Titles:
- Chief Operating Officer
- Member of the UK Leadership Team
- COO from Charles Stanley
- Kingswood 's Business Manager
Harriet joined Kingswood Group as COO from Charles Stanley where she held role of COO of their Private Client Investment Management business and brings considerable experience in investment operations management, process and control. Harriet is a graduate of the University of Bath, a Chartered Member of the CISI and holds an MBA from Cranfield University.
As Kingswood's Business Manager, Harriet supports the CEO and the wider Executive Team with initiatives and strategies to support the growth of the firm.
Job Titles:
- Investment Manager
- Leader in ESG
Recognised as an innovator with a big picture take, Harry is a leader in ESG and thematic investing and a Chartered level seven Investment Manager with the Chartered Institute of Securities and Investments (CISI).
He has a natural curiosity about the markets, always keeping abreast of geopolitical and macroeconomic developments, often sharing his technical knowledge in industry-leading publications such as The Financial Times, FT Adviser and The Sunday Times.
Harry's combination of instinct and logic enables him to provide the most meaningful advice regarding multi-asset class portfolios to private clients, trusts and charities. Based in the City of London, he is a pronounced member of the Personal Portfolio Committee and plays a pivotal role in shaping investment strategies. He maintains connectivity to clients all over the country for regular meetings.
Prior to joining Kingswood Group in 2017, Harry was an Investment Manager at Brewin Dolphin.
Outside of work, he is a lover of travel and classic cars.
Kingswood, Kingswood Group and Kingswood Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694) and KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority (Firm Reference Number: 506600) with a registered office at 10-11 Austin Friars London EC2N 2HG. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775). Both companies are wholly owned subsidiaries of Kingswood Holdings Limited which is incorporated in Guernsey (registered number: 42316) and has its registered office at Mont Crevelt House, Bulwer Avenue, St. Sampson, Guernsey, GY2 4LH.
Job Titles:
- Member of the UK Leadership Team
- CHIEF CLIENT OFFICER
Lucy leads the client agenda for Kingswood ensuring our clients are at the centre of our ambitions through our marketing, communications and propositions. Lucy has over 18 years experience in financial services and has held a number of senior lead roles for client experience from her time at Lloyds Banking group and Schroders Personal Wealth.
Job Titles:
- Senior Investment Analyst
Job Titles:
- Managing Director
- Member of the UK Leadership Team
- Managing Director, Fixed Income and Institutional
Nigel Davies is Managing Director and heads up Kingswood Institutional. Nigel has wealth of experience working with universities, charities, institutes and Plc's amongst others. Throughout his 40 year career Nigel has specialised in all aspects of treasury business with particular emphasis on the UK and European bond markets.
Job Titles:
- Investment Manager
- Senior Investment Manager
Job Titles:
- Member of the UK Leadership Team
- Managing Director, Head of Investment Management
Paul has 20 years of private client experience. Early in his career he managed a varied range of private client and institutional portfolios.
Latterly he was head of research for an international investment business responsible for £1.5 billion of assets. He has regularly been quoted in the Financial Press and was recognised as one of Citywire's Top 100 on several occasions as well as PAM's Top 40 Under 40. Before joining Kingswood Paul was a UK Director at Kleinwort Hambros.
Job Titles:
- Investment Manager
- Senior Investment Manager
Peter has a wealth of experience in the Investment Management industry.
He has established relationships with his portfolio of high net worth clients, most of whom he has worked with for over 40 years.
Peter has an in depth knowledge of his clients financial situations, their aims and their aspirations for current and future generations.
Job Titles:
- CHIEF PEOPLE OFFICER
- Member of the UK Leadership Team
Rachel is fully CIPD qualified (Associate CIPD) with 20 years experience in human resources. Rachel has worked in a number of different industries including leading UK commercial property company British Land.
Job Titles:
- Chief Financial Officer
- Member of the UK Leadership Team
Vinoy has extensive experience across the financial services industry and working with rapidly growing private equity businesses. Prior to Kingswood Vinoy was the CFO at CSC Global Financial Markets and has previously held senior finance leadership roles at HSBC, LCH.Clearnet, SFM Europe and Intertrust.