- JCH Investment Management is a financial advisory business managing over £100 million of assets under advice
- Employee Benefit Solutions is a financial advisor to organisations and individuals and is a long-standing client of IBOSS, which Kingswood bought in early 2022
- The acquisitions build out Kingswood geographical profile and expand its service offering
Pollen Street-backed Kingswood has announced it has made two bolt-on acquisitions in JCH Investment Management and Employee Benefit Solutions. JCH, based in Lincoln, England, is a financial advisory business managing over £100 million of assets under advice. Employee Benefit Solutions, based in Penn, England, is a financial advisor to organisations and individuals and is a long-standing client of IBOSS, which Kingswood bought in early 2022.
Kingswood is a London-based wealth and investment management consolidator with operations in both the US and US. It provides clients with independent financial advice and investment management services to high-net-worth individuals.
The two acquisitions build out Kingswood’s geographical profile and expand its offering through increasing the client facing advisory team to over 100 people and funds under advice/management to over £8 billion across both the UK and Ireland. Total assets under advice for Kingswood Group now total over £10bn.
London-based Pollen Street Capital is an independent alternative investment management company, focused on the financial and business services sectors.