We opened in 2011 as European Wealth. At that time the investment world was a pretty grim place. But one of our mantras is that bad times make good entry points.
Richard Stammers, our chief investment strategist, was the first to join. He built and runs our investment process. Peter Hearn joined soon after, and he set the standard for how our clients should be cared for.
In early 2012, the business expanded. Nigel Davies joined us to develop what is one of our core strengths - managing fixed interest investments. Paul Wort also joined, as a senior advisor to clients in London and across the UK.
We acquired firms in Kent, London, Wokingham and Worcester, all of them strengthening our wealth planning expertise. David Healy joined us as a senior wealth planner. He specialises in complex tax planning for clients in the South East.
In 2014, we opened our Manchester office which is a core hub for us and, more importantly, our clients. Michael Robinson joined us to work with businesses looking to enhance the benefits they give their employees. Our stockbroking arm, led by Paul Whiteman and Alex Millett, was launched to give our clients direct access to the UK and international markets.
We attracted new shareholders in 2017, together with a new management team led by the highly experienced Marianne Ismail.
And we continue to invest. This year sees Rupert Thompson joining as the group’s head of research. It also sees additional offices in London and even more enhancements to our client communication.
The aim of all this is simple. We want to offer you, our clients, a service that works as hard as you do for your money. And, to reflect these exciting times, we are changing our name to KW Wealth.Click here to contact us or call 01732 758655
The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of Kingswood Holdings Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.