Kingswood Holdings Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

David Lawrence

Chief executive officer

UK£516.0k

Total compensation

CEO salary percentage	40.3%
CEO tenure	2.1yrs
CEO ownership	n/a
Management average tenure	2.1yrs
Board average tenure	5.2yrs

Recent management updates

Recent updates

Sentiment Still Eluding Kingswood Holdings Limited (LON:KWG)

Mar 09

Cautious Investors Not Rewarding Kingswood Holdings Limited's (LON:KWG) Performance Completely

Oct 18

CEO Compensation Analysis

How has David Lawrence's remuneration changed compared to Kingswood Holdings's earnings?
Date	Total Compensation	Salary	Company Earnings
Jun 30 2023	n/a	n/a	-UK£16m
Mar 31 2023	n/a	n/a	-UK£12m
Dec 31 2022	UK£516k	UK£208k	-UK£8m

Compensation vs Market: David's total compensation ($USD644.81K) is above average for companies of similar size in the UK market ($USD348.00K).

Compensation vs Earnings: Insufficient data to compare David's compensation with company performance.

CEO

David Lawrence

2.1yrs

Tenure

UK£516,000

Compensation

Mr. David Lawrence is Chief Executive Officer & Executive Director of Kingswood Holdings Limited from April 2022 He served as Chief Executive Officer of UK at Kingswood Holdings Limited since December 2020...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
David Trefor Hudd	Independent Chairman & Legal Consultant	5.9yrs	UK£75.00k	0.30% £ 74.8k
David Lawrence	CEO & Executive Director	2.1yrs	UK£516.00k	no data
Vinoy Nursiah	Chief Financial Officer	less than a year	no data	no data
Harriet Griffin	Chief Operating Officer	4.3yrs	no data	no data
Chris Metcalfe	Chief Investment Officer	2.1yrs	no data	no data
Rachel Bailey	Chief People Officer	no data	no data	no data
Nigel Davies	Managing Director of Fixed Income & Institutional	no data	no data	no data
Neil McKechnie	Managing Director of Wealth Planning	no data	no data	no data
Paul Surguy	MD & Head of Investment Management	no data	no data	no data
Lucy Whitehead	Chief Client Officer	3.3yrs	no data	no data
Mike Nessim	Chief Executive Officer of US	no data	no data	no data
Paul Hammick	Chief Risk Officer	1.3yrs	no data	no data

2.1yrs

Average Tenure

Experienced Management: KWG's management team is considered experienced (2.1 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
David Trefor Hudd	Independent Chairman & Legal Consultant	5.9yrs	UK£75.00k	0.30% £ 74.8k
David Lawrence	CEO & Executive Director	no data	UK£516.00k	no data
Lindsey McMurray	Non-Executive Director	4.4yrs	no data	no data
Jonathan Freeman	Independent Non-Executive Director	5.9yrs	UK£53.00k	0.040% £ 10.1k
Gary Wilder	Non- Executive Director	6.6yrs	UK£63.00k	no data
Gemma Godfrey	Independent Non-Executive Director	1.6yrs	UK£11.00k	no data
Jonathan Massing	Non-Executive Deputy Chairman	6.6yrs	UK£50.00k	0.16% £ 40.3k
Duncan Gerard	Non-Executive Director	less than a year	no data	no data
Nicola Millar	Independent Non-Executive Director	1.6yrs	UK£11.00k	no data

5.2yrs

Average Tenure

58yo

Average Age

Experienced Board: KWG's board of directors are considered experienced (5.2 years average tenure).

Kingswood Holdings Management

Management criteria checks 2/4

Key information

Recent management updates

Kingswood Holdings Limited Announces Management Changes

Kingswood Holdings Limited, Annual General Meeting, Nov 30, 2023

Less than half of directors are independent

Kingswood Holdings Limited, Annual General Meeting, Nov 22, 2022

Kingswood Holdings Limited Announces Executive Changes

Less than half of directors are independent

Recent updates

New minor risk - Financial data availability

Sentiment Still Eluding Kingswood Holdings Limited (LON:KWG)

Kingswood Holdings Limited Announces Management Changes

Kingswood Holdings Limited, Annual General Meeting, Nov 30, 2023

Cautious Investors Not Rewarding Kingswood Holdings Limited's (LON:KWG) Performance Completely

New minor risk - Share price stability

First half 2023 earnings released: UK£0.049 loss per share (vs UK£0.012 loss in 1H 2022)

Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Kingswood Holdings Limited Provides Earnings Guidance for the Year 2023

Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Kingswood Holdings Limited (AIM:KWG) completed the acquisition of Barry Fleming & Partners (Tax Trusts and Investment Planning) Ltd.

Kingswood Holdings Limited (AIM:KWG) agreed to acquire Barry Fleming & Partners for approximately £6 million

Kingswood Holdings Limited (AIM:KWG) agreed to acquire Jfp Holdings Ltd for GBP 12.4 million.

Forecast to breakeven in 2022

Less than half of directors are independent

Kingswood Holdings Limited (AIM:KWG completed the acquisition of Strategic Asset Managers Ltd.

Kingswood Holdings Limited, Annual General Meeting, Nov 22, 2022

Kingswood Holdings Limited (AIM:KWG) acquired Employee Benefit Solutions Limited for £5.08 million.

Kingswood Holdings Limited Announces Executive Changes

Kingswood Holdings Limited (AIM:KWG) agreed to acquire 70% stake in Moloney Investments Limited for €25.8 million

First half 2022 earnings released: UK£0.008 loss per share (vs UK£0.017 loss in 1H 2021)

Kingswood Holdings Limited (AIM:KWG) acquired Smith Pearman and Associates.

Forecast to breakeven in 2022

Full year 2021 earnings: Revenues in line with analyst expectations

Kingswood Holdings Limited (AIM:KWG) acquired Vincent & Co Ltd for £0.42 million

Kingswood Holdings Limited (AIM:KWG) agreed to acquire Vincent & Co Ltd for £0.42 million.

Forecast breakeven date pushed back to 2022

Less than half of directors are independent

Kingswood Holdings Ltd Appoints David Lawrence as Chief Executive Officer

Robert Suss Step Down as Non-Executive Director of Kingswood Holdings Limited

Kingswood Holdings Limited (AIM:KWG) completed the acquisition of Business assets from D.J. Cooke (Life & Pensions) Limited.

Kingswood Holdings Limited (AIM:KWG) agreed to acquire Aim Independent Liimited for £3.6 million.

Kingswood Holdings Limited (AIM:KWG) completed the acquisition of Allots Financial Services Limited.

Kingswood Holdings Limited (AIM:KWG) exchanged contracts to acquire Allotts Financial Services Limited for £2.5 million.

Kingswood Holdings Limited Provides Earnings Guidance for the Year 2021

Kingswood Holdings Limited (AIM:KWG) agreed to acquire Business assets from D.J. Cooke (Life & Pensions) Limited for £1.5 million.

Kingswood Holdings Limited (AIM:KWG) completed the acquisition of Metnor Holdings Limited.

Kingswood Holdings Limited announced that it has received £77.428443 million in funding from Hsq 1 Ltd

Kingswood Holdings Limited (AIM:KWG) acquired Business assets of Smythe and Walter limited from Lee Smythe & Associates Limited for £0.84 million.

Kingswood Holdings Limited (AIM:KWG) agreed to acquire Metnor Holdings Limited for £16 million.

First half 2021 earnings released: UK£0.017 loss per share (vs UK£0.028 loss in 1H 2020)

Forecast to breakeven in 2021

Kingswood Holdings Limited (AIM:KWG) acquired Admiral Wealth Management Ltd.

Chief Financial Officer Patrick Goulding has left the company

Key Executive recently bought UK£58k worth of stock

Kingswood Holdings Limited (AIM:KWG) agreed to acquire Admiral Wealth Management Limited for £4 million.

Full year 2020 earnings released: UK£0.05 loss per share (vs UK£0.031 loss in FY 2019)

New 90-day low: UK£0.23

New 90-day low: UK£0.27

Kingswood Holdings Announces Executive Changes

Kingswood Holdings Limited (AIM:KWG) completed the acquisition of Regency Investment Services Limited.

New 90-day high: UK£0.28

Kingswood Holdings Limited (AIM:KWG) entered into agreement to acquire Regency Investment Services Limited for £4.7 million.

First half earnings released

Kingswood Holdings Limited Announces Appointment of Jeff Grantham as Head of Wealth Planning

Kingswood Holdings Limited (AIM:KWG) completed the acquisition of 85% stake in Chalice Capital Partners, LLC.

New 90-day high - UK£0.23

CEO Compensation Analysis

CEO

Tenure

Compensation

Leadership Team

Average Tenure

Board Members

Average Tenure

Average Age