Wealth management group Kingswood Holdings (KWG) has acquired Sheffield-based financial planning business WFI Financial for £14m.
Following completion of the acquisiton Kingswood Holdings will have more than £2.5bn of assets under management (AUM) and assets under advice (AUA), with 5,500 active clients. WFI has offices in Derby,...
Plan for growth
Operating profits at £117m in first half
Cofunds integration offset expenses
Manhattan Harbor Capital to be renamed Kingswood US
Corporate Chartered status
Seneca Global Income & Growth Trust first to be included
Equivalent of £980,000 a day
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