Kingswood

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.

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

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

• Wealth management services
• Investment management
• Financial planning
• Asset management
• Employee benefits

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. 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

Core 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

Named customers2 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Mattioli WoodscoreStrategic or Co-development Partner · 1 January 2025Mattioli 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

Direct 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

• Xx.com/kingswood_group
• LinkedInlinkedin.com/company/kingswood-1

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds2 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A4 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kingswood