M&A Deal Summary |
|
|---|---|
| Date | 2014-11-14 |
| Target | GTI Fund Investment |
| Sector | Financial Services |
| Buyer(s) | Kingswood Holdings |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1997 |
| Sector | Financial Services |
| Employees | 367 |
| Revenue | 142M GBP (2022) |
Kingswood Holdings is an international wealth manager offering bespoke wealth planning and investment management solutions to over 16,000 clients. Kingswood empowers its advisers to provide high-quality financial advice to their clients in a suitable and sustainable manner through the provision of best-in-class technology, a wide range of central support functions and a broad and diverse discretionary investment management offering. Kingswood Holdings was founded in 1997 and is based in London, United Kingdom.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 3 |
| Sector: Financial Services M&A | 2 of 3 |
| Type: Add-on Acquisition M&A Deals | 2 of 3 |
| Country: Cayman Islands M&A | 1 of 1 |
| Year: 2014 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-11-14 |
P&C Global Wealth Managers SA
Switzerland P&C Global Wealth Managers SA is a Swiss company which was founded over 10 years ago by Iain Little and Bruce Albrecht, in order to provide a range of high quality financial and related services to international clients. P&C currently has approximately £92 million of discretionary funds under management. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-12-20 |
Chalice Wealth Partners
San Diego, California, United States Chalice Wealth Partners LLC is an exclusive member-benefit organization dedicated to empowering today's small to a mid-sized advisor. Through the digital marketplace Chalice Advisor Exchange the company provides access to best-in-class wealth management products and services in pursuit of the economies of scale and operational efficiencies advisors want and need to succeed. Its community also provides unique peer-to-peer networking and collaboration opportunities creating a forum for sharing ideas and best practices to help strengthen members collectively. |
Buy | $4M |
