1. United Kingdom Stocks

  2. •

    Financial Services

  3. •

    Asset Management
Kingswood Holdings Limited

Kingswood Holdings Limited

KWG.L
Kingswood Holdings LimitedGB flagLondon Stock Exchange
6.75
GBp
- -
- -
46.32MMarket Cap
Kingswood Holdings Limited
KWG.L
(London Stock Exchange)

Recent

price

6.75

P/E

ratio

- -

div

yld

- -

ROIC.AI

2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
FRC
-10.5
-0.12
- -
-0.11
0.3
0.16
0.29
0.26
0.27
0.15
0.05
0.06
0.12
0.69
0.27
- -
Revenue per Share
-12.23
-0.47
-0.14
-0.26
0.23
0.14
-0.02
-0.03
-0.02
-0.1
-0.03
-0.05
-0.05
-0.08
-0.04
- -
Basic EPS, GAAP
-1.04
-0.46
-0.11
-0.15
-0.05
-0.02
-0.02
-0.04
- -
-0.05
-0.03
-0.01
-0.03
0.01
-0.01
- -
Free Cash Flow per Basic Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Dividend per Share
0.43
0.78
0.51
0.44
0.64
0.45
0.27
0.14
0.52
0.38
0.14
0.09
0.02
-0.06
-0.1
- -
Book Value per Share
0.14
0.14
0.13
0.18
0.66
0.71
-0.31
-0.25
-0.24
-0.04
0.01
-0.03
-0.16
-0.34
-0.55
- -
Tangible Book Value per Share
- -
1
1
2
5
11
18
30
33
57
155
179
217
217
217
- -
Basic Weighted Avg Shares
-3
- -
- -
- -
2
2
5
8
9
9
8
10
27
149
59
76
Sales/Revenue/Turnover
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Operating Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
1
1
1
1
2
2
5
6
Depreciation Expense
-4
- -
- -
-1
1
2
- -
-1
-1
-6
-5
-9
-11
-17
-8
-18
Net Income, GAAP
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Effective Tax Rate (%)
116.44
384.43
-7,673.72
237.82
77.65
83.67
-6.51
-12.6
-8.38
-69.44
-61.28
-92.69
-41.16
-11.71
-13.25
-23.97
Profit Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Working Capital
- -
- -
- -
- -
1
- -
5
5
5
10
- -
1
3
4
29
68
LT Debt
- -
- -
- -
- -
3
8
17
17
18
21
27
28
50
77
74
61
Total Equity
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
-2,823.73
-93.26
-29.66
-75.86
56.5
37.72
-6.86
-21.2
-7.05
-30.74
-21.9
-48.93
-107.98
- -
- -
- -
Return on Common Equity (%)

Capital Structure

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Working Capital

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
27.56%
22.64%
-17.67%
Free Cash Flow
-434.09%
-62.47%
-258.22%
Net Income, GAAP
95.49%
50.2%
133.85%
Sales/Revenue/Turnover
85.81%
125.04%
29.26%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2022
- -
- -
- -
- -
59
2023
- -
- -
- -
- -
76
2024
- -
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2022
- -
- -
- -
- -
-0.04
2023
- -
- -
- -
- -
- -
2024
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2022
- -
- -
- -
- -
- -
2023
- -
- -
- -
- -
- -
2024
- -
- -
- -
- -
- -
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Business
Kingswood Holdings Limited functions as an international integrated wealth and investment management enterprise across the United Kingdom, the United States, Ireland, and South Africa. The company structures its operations around three primary divisions: Investment Management, Wealth Planning, and US Operations. It delivers comprehensive financial guidance, covering areas such as retirement and pension strategies, inheritance and estate planning, tax considerations, and succession arrangements, alongside providing protection advisory, cash management, and foreign exchange solutions. Additionally, Kingswood offers specialized corporate services, including support for human resources departments with employee benefits and payroll administration. The firm caters to a diverse client base, including private individuals, trusts, charitable organizations, corporate entities, universities, and various institutions. Kingswood is actively pursuing a strategy of targeted acquisitions to expand its presence in both UK and US markets, complemented by organic growth initiatives. Recent developments include the appointment of Peter Coleman as permanent Chief Executive Officer in January 2025 and ongoing discussions regarding a potential cash acquisition and delisting from AIM by its majority shareholder, HSQ Investments. The group reported notable revenue growth in 2023 and the first half of 2024, with assets under advice and management reaching £12.9 billion by June 2024. Formerly known as European Wealth Group Limited, the company adopted the Kingswood Holdings Limited name in September 2018. It was incorporated in 1997 and maintains its headquarters in London, United Kingdom.