Kingswood makes senior promotions and appointments
Kingswood Holdings, an integrated international wealth management company, has promoted Leigh Philpot to Head of Wealth, Rupert Thompson to Managing Director and Chief Investment Officer and David Winckler to Associate Director.
Philpot joined Kingswood in September 2019 and now assumes the role of Head of Wealth encompassing responsibility for the firm’s retail wealth planning and investment management businesses with a specific focus on proposition development and responsibility for wealth planners, investment managers, client support and para-planning. Philpot will also have overall responsibility for Kingswood’s business development and sales messaging.
In January 2020, Paul Surguy will join Leigh’s team to lead the investment management business. Paul joins from Kleinwort Hambros where he ran the discretionary investment team for UK affluent clients and prior to that he was Head of Funds Research at Sanlam.
Kingswood is also pleased to announce that Thompson has been promoted to Managing Director and Chief Investment Officer for the group. Thompson has been integral in formalising Kingswood’s core investment process and will continue to enhance the Group’s investment offering. Kingswood is also delighted to promote David Winckler to Associate Director where he will continue to support Thompson in developing the firm’s investment strategy.
Patrick Goulding, Group CFO and CEO of Kingswood’s operating platforms, says: “It has been an incredibly busy and successful year for Kingswood and these promotions are a testament to the progress made. We’ve developed a strong competitive advantage as a result of our integrated offering and the growth capital secured from funds managed by Pollen Street Capital has provided the firm with the ability to capitalise on the consolidation opportunities available in the global wealth management market. We will continue through 2020 to make additional strategic hires to support the growth and build-out of the Group and further enhance the strong and experienced management team in the UK and US.”
Gary Wilder, Group CEO at Kingswood, says: “This has been a year of positive and highly effective transformation. We are incredibly excited for what 2020 will bring. We believe that Kingswood presents investors with a rare opportunity to achieve outsized returns thanks to an institutional grade financial services management team that is positioned to tap into underlying sector tailwinds in the retail wealth management market. We aim to offer best in class, vertically integrated wealth planning and investment management services backed by leading technology, a rigorous risk and compliance environment and innovative product offerings.”