Pollen Street Capital

Kingswood Holdings Limited is a wealth management firm based in London, England, specializing in investment management and financial planning services. Established in 2010, the company offers a range of advisory services, including asset protection, estate planning, retirement planning, and tax and succession planning. Kingswood caters to a diverse clientele, including individuals, family offices, charities, trusts, institutions, and corporations. In addition to wealth management, the firm provides managed, personal, and bespoke portfolio services, as well as cash management and foreign exchange services. Originally known as European Wealth Group Limited, the company rebranded to Kingswood Holdings Limited in September 2018, reflecting its evolution and broader service offerings.

Etops is a Swiss WealthTech product for family offices, wealth managers, banks, developers, pension funds, and asset managers. Etops offers tailored wealth data analysis, powerful monitoring capabilities, intuitive reporting, and efficient fee management, all integrated with a user-friendly interface. Trusted by industry leaders, Etops simplifies financial operations, fosters compliance, and enhances client experiences.

Mattioli Woods is a UK provider of wealth management and employee benefits. By building long-term relationships, our aim is to provide trusted advice, high standards and personalised delivery. We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team. Pension planning and clients’ wider wealth management issues cannot be developed effectively in isolation, particularly when there are so many competing demands on our clients’ income. We can proudly claim to be a leader in the field of self-invested personal pensions (SIPP) and small self-administered schemes (SSAS), and such arrangements are often central to our clients’ pension strategy. We take full account of the wider opportunities, including ISAs and other forms of personal investment; taxation and trust planning; and work with our clients to develop a balanced financial plan. We also offer our financial planning service, where our consultants can offer you expert advice on all retail investment products, such as life policies or pensions planning. Where our own discretionary fund management (DFM), SIPP, and SSAS solutions are not suitable for your needs, we can recommend a choice of offerings from other firms supported by unbiased, rigorous research. By promoting our own DFM, SIPP and SSAS solutions in the first instance, we have chosen to be classified as providing ‘restricted advice.’

Kingswood Holdings Limited is a wealth management firm based in London, England, specializing in investment management and financial planning services. Established in 2010, the company offers a range of advisory services, including asset protection, estate planning, retirement planning, and tax and succession planning. Kingswood caters to a diverse clientele, including individuals, family offices, charities, trusts, institutions, and corporations. In addition to wealth management, the firm provides managed, personal, and bespoke portfolio services, as well as cash management and foreign exchange services. Originally known as European Wealth Group Limited, the company rebranded to Kingswood Holdings Limited in September 2018, reflecting its evolution and broader service offerings.