Kingswood Holdings, the international, fully integrated wealth and investment management group, has appointed Peter Coleman as its permanent chief executive officer following his appointment in July 2024 as interim CEO and the grant of regulatory approval.
He will also join the board of Kingswood as a director.
David Hudd, chairman, said: “I am delighted to confirm on behalf of the Kingswood board Peter’s appointment as the permanent CEO of Kingswood. He came with strong credentials and has built positive momentum since joining the Group in July 2024.”
Coleman said: “I have thoroughly enjoyed my time with Kingswood so far and we have made strong progress in the last 6-months. Kingswood is a great business with a solid client base, and I am really excited about our potential to continue to grow through putting our clients first with our excellent team of wealth planners, our investment credentials and the support of our skilled and hardworking colleagues.”
His current directorships are listed as :
AIM Independent Limited
AIM Wealth Holdings Limited
Allotts Financial Services Ltd
Barry Fleming sand Partners (Tax, Trusts and Investment Planning) Limited
Casson Beckman Wealth Management Limited
EIM Nominees Limited
Eurosure Limited
KW Investment Management Limited
KW Wealth Planning Limited
IBOSS Asset Management Limited
Iboss Limited
Joseph R. Lamb Independent Financial Advisers Limited
Novus Financial Services Limited
Regency Investment Services Limited
Sterling Trust Financial Consulting Limited
Sterling Trust Professional Limited
Vincent & Co Financial Ltd
Youth Adventure Trading Limited
Youth Adventure Trust
Xcap Nominees Limited
A previous directorships held in the past 5 years was with P B Coleman Services Limited.
