Kingswood
Kingswood Group is a UK wealth management firm offering financial planning, investment management, and employee benefits services to high net worth individuals. Now integrated under Mattioli Woods, the combined entity manages £25bn AUM across 30,000+ clients and 200+ financial advisers.
- Company typePrivate
- Founded2010
- HeadquartersLondon, United Kingdom
- Headcount251–500
- GTM typeB2C
- OfferingServices
What Kingswood does
Kingswood Group is a UK-based wealth management firm that provides financial planning, investment management, and employee benefits services to high net worth individuals and families. Founded in 2010 and headquartered in London, the firm historically operated through KW Wealth Planning Limited and KW Investment Management Limited, both regulated by the Financial Conduct Authority, with KW Investment Management Limited additionally authorised by the South African Financial Sector Conduct Authority. Following the 2025 combination with Mattioli Woods, the integrated group manages £25 billion in assets under management across more than 30,000 clients supported by over 200 financial advisers, with a publicly stated ambition to reach £60 billion in AUM and become a national wealth manager.
The service portfolio spans wealth planning, discretionary investment management, and employee benefits administration, delivered through a face-to-face adviser network and a digital client portal and mobile application (Mattioli Woods Go, formerly Kingswood Go). The technology stack is positioned around client account access and consolidated reporting rather than proprietary quantitative or AI-driven capabilities; IBOSS Asset Management Limited, an FCA-authorised subsidiary, extends the offering into broader asset management. Revenue is generated through recurring fee-based wealth management services typically priced as a percentage of assets under management or fixed advisory fees, supplemented by employee benefits administration income.
The firm has pursued growth through an active UK acquisition programme under CEO David Lawrence, completing multiple wealth management acquisitions between 2021 and 2022, including a North East wealth business, Money Matters, Admiral Wealth Management, Allotts Chartered Accountants and MMPI Financial Services. The 2025 merger with Mattioli Woods has brought the entity under the umbrella of AIM-listed Mattioli Woods Limited (LSE: MTOW), with Kingswood now operating as a wholly-owned subsidiary group and the standalone Kingswood website redirected to Mattioli Woods, confirming that the acquisition and integration are complete.
Kingswood firmographics
Firmographics- Name
- Kingswood
- Legal name
- KW Wealth Planning Limited
- Website
- https://kingswood-group.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Acquired
- Headcount range
- 251–500 employees
- Short description
- Kingswood Group is a UK wealth management firm offering financial planning, investment management, and employee benefits services to high net worth individuals. Now integrated under Mattioli Woods, the combined entity manages £25bn AUM across 30,000+ clients and 200+ financial advisers.
- Ownership category
- akta.pro rank
Kingswood industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking Cross-Border & International Wealth Services (FSABADAL)
Keywords
Where Kingswood is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Kingswood business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Wealth Management Services: The company generates revenue through wealth planning, investment management, and employee benefits services. The merged entity manages £25bn in assets under management across wealth planning, investment management and employee benefits capabilities.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels2 records
Kingswood product offering
Product offeringCore offering
Kingswood provides wealth planning, investment management, asset management, and employee benefits services to high net worth individuals and families in the UK. The firm operates through FCA-regulated subsidiaries (KW Wealth Planning Limited, KW Investment Management Limited, IBOSS Asset Management Limited) and supports clients with a digital client portal and mobile app for account access. Following its merger with Mattioli Woods, the combined group manages approximately £25bn in assets across more than 30,000 clients.
Product overview
Kingswood is a wealth management group that has merged with Mattioli Woods. The integrated entity operates through multiple regulated subsidiaries offering wealth planning, investment management, and employee benefits services. The product portfolio includes KW Wealth Planning Limited, KW Investment Management Limited, and IBOSS Asset Management Limited, all regulated by the FCA. The group also provides a digital client portal and mobile application (Mattioli Woods Go, formerly Kingswood Go) for client access to services. The combined entity manages £25bn in assets across more than 30,000 clients and over 200 financial advisers.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Planning Services (KW Wealth Planning Limited) Financial advice and wealth planning services for high net worth individuals and families, regulated by the Financial Conduct Authority (Firm Reference Number 114694). Includes estate planning, cash flow forecasting, retirement planning, and broader financial planning solutions.
- Investment Management Services (KW Investment Management Limited) Investment management and portfolio management services regulated by the UK FCA (FRN 506600) and South Africa FSCA (FRN 46775). Includes trading names Mattioli Woods Treasury Solutions and Mattioli Woods Private Client - Bespoke for tailored client mandates.
- Asset Management Services (IBOSS Asset Management Limited) Asset management services authorised and regulated by the FCA (Firm Reference Number 697866), providing investment management solutions for clients. Registered office at 2 Sceptre House, Hornbeam Square North, Harrogate.
- Employee Benefits Services Employee benefits advisory and administration services offered alongside wealth planning and investment management as part of the combined group's integrated offering.
- Mattioli Woods Go Client Portal (formerly Kingswood Go) Client portal and mobile application providing account access, portfolio visibility, and wealth management tools to clients of the combined Kingswood and Mattioli Woods entity.
Quantifiable outcome
- Managing £25bn in assets across more than 30,000 clients and over 200 financial advisers
Companies that use Kingswood
Customer profileNamed customers2 records
Segments1 record
Ideal customer profiles1 record
Kingswood technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Kingswood partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Mattioli WoodscoreMattioli Woods completed the integration of Kingswood Group under a unified brand following their merger in 2025, creating a combined entity managing £25bn in assets across more than 30,000 clients and over 200 financial advisers. The merged group brings together capabilities across wealth planning, investment management and employee benefits, with the CEO describing the rebranding as a significant milestone toward the company's ambition of becoming a £60bn national wealth manager.
Scale indicators4 records
Recent moves7 records
Expansion highlights5 records
Kingswood competitors and assessment
Company assessmentDirect peers
- Quilter: UK-listed wealth manager serving HNW clients through financial advisers with a focus on investment platforms and financial planning — comparable scale, distribution, and customer segment.
- Schroders Personal Wealth: Joint venture between Schroders and Lloyds Banking Group offering wealth planning and investment management to UK HNW clients through advisers — comparable customer segment and product mix.
- Waverton Investment Management: Privately-held London wealth manager providing discretionary investment management and financial planning to UK and international HNW families — comparable niche positioning and client base.
- RBC Brewin Dolphin: UK wealth manager owned by RBC, providing discretionary investment management and financial planning to HNW clients via regional adviser offices — comparable scale, segment, and adviser-led model.
- Cazenove Capital (Schroders): UK wealth manager (part of Schroders) serving UHNW individuals, families, and charities with bespoke investment management and wealth structuring — comparable on HNW focus and bespoke service model.
- Rathbones Group: FTSE-listed UK wealth and investment manager with discretionary and advisory services for HNW individuals, with comparable adviser-led distribution and investment management capabilities.
- St. James's Place: UK's largest wealth manager with an adviser-led HNW model, £100bn+ AUM and broad service range. Directly comparable to Kingswood on customer segment, distribution model, and product breadth.
- Mattioli Woods: Parent company of Kingswood and direct UK wealth management peer offering wealth planning, investment management, and employee benefits to HNW clients; the combined entity is the natural benchmark for Kingswood's strategy and AUM mix.
- Evelyn Partners: UK wealth manager and professional services firm offering financial planning, investment management, and tax/estate services to HNW clients; comparable on integrated wealth offering and customer profile.
Emerging players
- 7IM (Seven Investment Management): UK wealth and investment manager with discretionary and advised propositions for HNW clients, smaller than Kingswood but overlapping in target customer and distribution via advisers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Kingswood social profiles
Digital presenceKingswood compliance and trust
Trust signalCompliance4 records
Kingswood financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kingswood leadership team
Management profileNumber of profiles
Profiles1 record
Kingswood funding detail
Funding detailFunding overview
Funding rounds2 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kingswood M&A and investment
M&A and investmentM&A4 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Kingswood
What does Kingswood do?
Kingswood provides wealth planning, investment management, asset management, and employee benefits services to high net worth individuals and families in the UK. The firm operates through FCA-regulated subsidiaries (KW Wealth Planning Limited, KW Investment Management Limited, IBOSS Asset Management Limited) and supports clients with a digital client portal and mobile app for account access. Following its merger with Mattioli Woods, the combined group manages approximately £25bn in assets across more than 30,000 clients.
Is Kingswood a public or private company?
Kingswood is a private company. It is classified as corporate owned and is currently acquired.
When was Kingswood founded?
Kingswood was founded in 2010. It employs 251 to 500 people.
Where is Kingswood based?
Kingswood is headquartered in London, United Kingdom, in the Europe region.
How does Kingswood make money?
One revenue line is on record: wealth Management Services.
Who are Kingswood's main competitors?
Direct peers on record are Quilter, Schroders Personal Wealth, Waverton Investment Management, RBC Brewin Dolphin, Cazenove Capital (Schroders), Rathbones Group, St. James's Place, Mattioli Woods and Evelyn Partners. 7IM (Seven Investment Management) is listed as an emerging player.
Does Kingswood have an API?
No public API is recorded for Kingswood.
What industry is Kingswood in?
Kingswood's product category is Wealth Management. Its primary akta.pro industry code is FSABADAL, Private Banking Cross-Border & International Wealth Services. Its NAICS code is 523940 and its SIC code is 6282.