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Home CompaniesKingswood Holdings Ltd

Kingswood Holdings Ltd

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
None GBX 0.00(0%)
Last update at 2025-09-26T16:00:09.137562Z
Market Cap
28.20M

Momentum Score

…

Kingswood Holdings Limited engages in the investment management and financial planning business in the United Kingdom and the United States. It operates through three segments: Investment Management, Wealth Planning, and US Operations. The company provides wealth planning, advice process, pensions and retirement planning, inheritance tax and estate planning, tax planning, succession planning, protection advisory, cash management, and foreign exchange services. It also offers corporate solutions to organizations, including support to HR departments with employee benefits administration and payroll services. It serves private individuals, trusts, charities, corporates, universities, and institutions. The company was formerly known as European Wealth Group Limited and changed its name to Kingswood Holdings Limited in September 2018. Kingswood Holdings Limited was incorporated in 2004 and is headquartered in London, the United Kingdom. Kingswood Holdings Limited operates as a subsidiary of KPI (Nominees) Limited.

Source: TradingView
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52 Week Price Range
10.75
Low
30.50
High

Momentum Score

…
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High

Key Metrics*

Previous Close
1.97
Dividend Yield
-
Revenue TTM
128.34M
Revenue Per Share
0.59
Gross Profit TTM
29.22M
Debt / Equity
0.40
ROE
-21.02%
Net Debt
9.05M
ROCE
-3.71%
Diluted EPS TTM
-0.08

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Type yearly yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Income before tax -10.97M -14.46M -10.68M -5.56M -3.77M
Minority interest -1.30M -2.21M 1.06M 1.06M 1.06M
Net income -6.49M -15.22M -10.74M -5.72M -3.79M
Selling general administrative 142.23M 130.07M 15.38M 13.42M 11.84M
Gross profit 139.58M 144.79M 26.72M 9.67M 8.98M
Reconciled depreciation 4.51M 2.40M 1.82M 1.19M 0.60M
Ebit -5.88M -16.67M -10.94M -5.72M -4.70M
Ebitda -1.37M -14.27M -9.12M -4.52M -4.10M
Depreciation and amortization 4.51M 2.40M 1.82M 1.19M 0.60M
Operating income -5.88M -16.67M -10.94M -5.72M -4.70M
Other operating expenses 148.59M 157.69M 35.60M 15.23M 12.44M
Interest expense 6.40M 4.93M 0.55M 0.38M 0.02M
Tax provision -4.48M 0.76M 0.06M 0.00M 0.00M
Interest income 0.00M 0.00M 0.00M 0.00M 0.00M
Net interest income -6.40M -4.93M -0.55M -0.38M -0.02M
Extraordinary items - - - -0.15M -1.03M
Income tax expense -4.48M 0.76M 0.06M 0.15M 0.02M
Total revenue 139.58M 144.79M 26.72M 9.67M 8.98M
Total operating expenses 148.59M 157.69M 35.60M 15.23M 12.44M
Cost of revenue - - 8.47M 0.87M 0.83M
Total other income expense net -5.09M 2.21M 0.26M 0.15M 0.93M
Discontinued operations - - - -0.15M -1.03M
Net income from continuing ops -6.49M -15.22M -10.74M -5.56M -3.77M
Net income applicable to common shares - -17.43M -11.00M -9.12M -4.72M
Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Type yearly yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Total assets 161.30M 132.66M 79.87M 46.64M 29.68M
Intangible assets 67.93M 37.38M 24.21M 23.81M 8.77M
Other current assets - 1.31M - 0.70M 3.02M
Total liab 87.33M 55.76M 29.71M 16.02M 4.54M
Total stockholder equity 71.58M 75.97M 49.09M 30.61M 25.14M
Other current liab -2.98M -0.79M -1.09M -0.86M -0.26M
Common stock 10.85M 10.85M 10.85M 10.85M 7.74M
Capital stock 81.00M 81.00M 48.40M 16.57M 7.74M
Retained earnings -31.59M -23.80M -6.16M 6.11M 11.76M
Other liab 21.81M 19.06M 5.70M 7.38M 1.20M
Good will 55.54M 42.87M 23.41M 16.38M 16.77M
Other assets 6.33M 1.31M 1.45M 0.70M 0.61M
Cash 19.62M 42.93M 3.90M 2.01M 2.41M
Total current liabilities 2.98M 0.79M 1.09M 0.86M 0.26M
Net debt 9.05M -39.27M -0.41M -0.85M -2.41M
Short long term debt total 28.68M 3.66M 3.49M 1.15M 0.00M
Other stockholder equity 22.18M 18.78M 6.85M 7.93M 5.92M
Property plant equipment - 3.66M 3.75M 1.32M 0.15M
Total current assets 27.06M 47.38M 27.04M 4.01M 3.38M
Long term investments 0.05M 0.07M 0.00M 0.42M 0.00M
Net tangible assets - -74.43M -36.08M -5.59M -0.39M
Net receivables 7.44M 4.44M 23.14M 2.00M 0.97M
Accounts payable 2.98M 0.79M 1.09M 0.86M 0.26M
Accumulated other comprehensive income - - -1.19M -0.58M -0.28M
Common stock total equity - - 10.85M 10.85M 7.74M
Non currrent assets other -127.91M -83.98M -51.37M -41.93M -25.68M
Non current assets total 127.91M 83.98M 51.37M 41.93M 25.68M
Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Type yearly yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Investments -43.16M -13.59M -10.58M -5.42M -1.89M
Change to liabilities - 8.04M 3.52M 2.84M -0.92M
Total cashflows from investing activities - -13.59M -16.53M -9.31M -1.37M
Net borrowings - -0.63M -0.17M -0.34M -4.09M
Total cash from financing activities 22.10M 50.64M 20.06M 10.62M -1.60M
Net income -10.97M -14.46M -10.68M -5.56M -4.72M
Change in cash -23.31M 39.03M 1.89M -0.40M -7.39M
Begin period cash flow 42.93M 3.90M 2.01M 2.41M 9.80M
End period cash flow 19.62M 42.93M 3.90M 2.01M 2.41M
Total cash from operating activities -2.70M 1.74M -1.57M -4.27M -3.87M
Issuance of capital stock 0.00M 52.60M 20.24M 10.78M 1.94M
Depreciation 4.51M 2.40M 1.82M 1.19M 0.60M
Other cashflows from investing activities - - -15.73M -9.18M 0.56M
Dividends paid 0.00M 0.00M 0.00M 0.00M 0.00M
Change to account receivables - -0.45M -1.89M -1.12M -0.04M
Sale purchase of stock - - 20.24M 10.78M 1.94M
Other cashflows from financing activities 22.95M -1.31M 0.24M -0.17M 1.85M
Change to netincome - 9.18M 6.06M 4.98M 1.26M
Capital expenditures 0.11M 0.13M 0.80M 0.13M 0.14M
Change in working capital -5.95M 7.59M 1.62M -0.84M -0.96M
Other non cash items 9.71M 6.21M 5.66M 0.94M 1.21M
Free cash flow -2.82M 1.61M -2.37M -4.40M -4.00M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(GBX)
Price
(GBX)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
MNTN
Schiehallion Fund Ltd		 -0.01
0.46%		 2.18 0.05 - 4.35 1.25
BHMU
BH Macro Limited		 -
-%		 4.29 0.09 - 39.01 0.71
TFG
Tetragon Financial Group Ltd		 0.15
1.00%		 15.10 0.02 7.04 1.16 0.31
BPCR
BioPharma Credit PLC		 0.00
0.41%		 0.98 0.09 - 6.73 0.91

Profile*

Kingswood Holdings Ltd

Kingswood Holdings Limited engages in the investment management and financial planning business in the United Kingdom and the United States. It operates through three segments: Investment Management, Wealth Planning, and US Operations. The company provides wealth planning, advice process, pensions and retirement planning, inheritance tax and estate planning, tax planning, succession planning, protection advisory, cash management, and foreign exchange services. It also offers corporate solutions to organizations, including support to HR departments with employee benefits administration and payroll services. It serves private individuals, trusts, charities, corporates, universities, and institutions. The company was formerly known as European Wealth Group Limited and changed its name to Kingswood Holdings Limited in September 2018. Kingswood Holdings Limited was incorporated in 2004 and is headquartered in London, the United Kingdom. Kingswood Holdings Limited operates as a subsidiary of KPI (Nominees) Limited.

10-11 Austin Friars, London, United Kingdom, EC2N 2HG

44 20 7293 0730

https://www.kingswood-group.com

421

Name Title Year Born
Mr. David Glyn Trefor Hudd Independent Chairman & Legal Consultant 1958
Mr. David Lawrence Chief Exec. Officer NA
Mr. Jon Millam Group Chief Financial Officer NA
Ms. Harriet Griffin Chief Operating Officer NA
Mr. Chris Metcalfe IMC Chief Investment Officer NA
Ms. Rachel Bailey Chief People Officer NA
Ms. Rachael Ogden Managing Director NA
Mr. Nigel Lindsey Davies Managing Director of Fixed Income & Institutional NA
Mr. Jeff Hodgetts Managing Director of Investment Management NA
Mr. David Healy Managing Director of Wealth Planning NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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