Kingswood Holdings Limited

Kingswood Holdings Limited

KWGHF
Kingswood Holdings LimitedUS flagOther OTC
0.18
USD
- -
- -
123.51MMarket Cap
Kingswood Holdings Limited
KWGHF
(Other OTC)

Recent

price

0.18

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
0.35
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
-0.08
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
0.02
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
-0.18
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
-0.72
Tangible Book Value per Share
- -
1
1
2
5
11
18
30
33
57
155
179
217
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
- -
- -
- -
- -
-0.08
2024
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

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