1. United Kingdom Stocks

  2. •

    Financial Services

  3. •

    Asset Management
Kingswood Holdings Limited

Kingswood Holdings Limited

KWGHF
Kingswood Holdings LimitedUS flagOther OTC
0.18
USD
- -
- -
123.51MMarket Cap
2011 Y
2012 Y
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
Revenue per Share
-0.11
0.3
0.16
0.29
0.26
0.27
0.15
0.05
0.06
0.12
0.69
0.27
0.35
Basic EPS, GAAP
-0.26
0.23
0.14
-0.02
-0.03
-0.02
-0.1
-0.03
-0.05
-0.05
-0.08
-0.04
-0.08
Free Cash Flow per Basic Share
-0.15
-0.05
-0.02
-0.02
-0.04
- -
-0.05
-0.03
-0.01
-0.03
0.01
-0.01
0.02
Dividend per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Book Value per Share
0.44
0.64
0.45
0.27
0.14
0.52
0.38
0.14
0.09
0.02
-0.06
-0.1
-0.18
Tangible Book Value per Share
0.18
0.66
0.71
-0.31
-0.25
-0.24
-0.04
0.01
-0.03
-0.16
-0.34
-0.55
-0.72
Basic Weighted Avg Shares
2
5
11
18
30
33
57
155
179
217
217
217
217
Sales/Revenue/Turnover
- -
2
2
5
8
9
9
8
10
27
149
59
76
Operating Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Depreciation Expense
- -
- -
- -
- -
- -
1
1
1
1
2
2
5
6
Net Income, GAAP
-1
1
2
- -
-1
-1
-6
-5
-9
-11
-17
-8
-18
Effective Tax Rate (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Profit Margin (%)
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
Working Capital
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
LT Debt
- -
1
- -
5
5
5
10
- -
1
3
4
29
68
Total Equity
- -
3
8
17
17
18
21
27
28
50
77
74
61
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Common Equity (%)
-75.86
56.5
37.72
-6.86
-21.2
-7.05
-30.74
-21.9
-48.93
-107.98
- -
- -
- -

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
- -
- -
- -
- -
-0.08
2024
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

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

Company Description

APIChat
CEO
Peter Coleman
Full Time Employees
367
Sector
Financial Services
Industry
Asset Management
Address
10-11 Austin Friars London United Kingdom EC2N 2HG
IPO Date
Aug 5, 2021
Website
kingswood-group.com
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Business
Kingswood Holdings Limited is an integrated wealth management company providing financial advice, investment management, and wealth planning services to private individuals, trusts, charities, corporates, universities, and institutions. The company operates through four segments including Investment Management, Wealth Planning, US Operations, and Ireland Operations; offers protection, pensions and retirement planning, mortgages, tax planning, wealth passing, cash management, and advisory services; and provides corporate solutions such as HR support for employee benefits administration, payroll services, and institutional-style investment management. Founded in 2004 and headquartered in London, United Kingdom, with additional registered offices in Guernsey and a network of over 20 locations across the UK, Ireland, and the US, Kingswood Holdings Limited manages approximately £10.5 billion in client assets under management or advice as of December 2024 and employs more than 300 staff. Recent developments include multiple debt facilities secured from majority shareholder HSQ Investment Limited, totaling over £21 million since early 2024 to support operations and deferred acquisition payments; the acquisition of BasePlan Ltd by its Irish subsidiary in February 2024 and Moloney Investments Ltd in March 2023; the appointment of a permanent CEO in January 2025 following an interim CEO in July 2024; board changes and related party transactions in 2024; and an unconditional cash offer from HSQ Investment Limited in March 2025, leading to HSQ acquiring additional shares to reach 89.39% ownership, share cancellation in April 2025, and delisting from public trading.