KWA

Kingswood U.S. Adds More Than $730 Million with Recruitment of 16 Financial Advisors

Retrieved on: 
Tuesday, December 12, 2023
KWA, Insurance, Partner (business rank), Financial adviser, MIAMI

The newest members of the Kingswood U.S. network are highly experienced advisors offering services in financial planning, asset management and qualified retirement plan support across the United States.

Key Points: 
  • The newest members of the Kingswood U.S. network are highly experienced advisors offering services in financial planning, asset management and qualified retirement plan support across the United States.
  • Headquartered in New York and Miami, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand.
  • Michael Nessim, CEO, President and Managing Partner of Kingswood U.S., said, "At Kingswood, we place financial advisors front and center, a reflection of our unswerving commitment to our network of professionals.
  • The Kingswood platform's robust features, that include access to insurance and alternative investments, continue to enable advisors to expand their market presence and outreach.

Kingswood U.S. Opens Flagship Office in Brickell's Sabadell Financial Center

Retrieved on: 
Wednesday, October 25, 2023
Partner (business rank), Environment, Sabadell, KWA, Midtown Manhattan, Sabadell Financial Center, Financial services

NEW YORK, Oct. 25, 2023 /PRNewswire/ -- Kingswood U.S., part of a network of independent wealth management firms that oversees more than $13 billion in client assets globally, today announced the opening of a flagship office in Sabadell Financial Center, located in the Miami neighborhood of Brickell.

Key Points: 
  • NEW YORK, Oct. 25, 2023 /PRNewswire/ -- Kingswood U.S., part of a network of independent wealth management firms that oversees more than $13 billion in client assets globally, today announced the opening of a flagship office in Sabadell Financial Center, located in the Miami neighborhood of Brickell.
  • Headquartered in New York, Kingswood U.S. supports more than 200 financial advisors nationwide under the Kingswood Wealth Advisors (KWA) brand and a growing investment banking serving clients across the United States.
  • Kingswood recently opened another corporate office in Boca Raton, Florida, in February to support the firm's wealth management expansion in South Florida and a banking office in Midtown Manhattan earlier this fall.
  • The Kingswood U.S. office provides the growing team with open workspaces, private offices, conference rooms and easy access to key partners in the area.

Kingswood U.S. Opens Investment Banking Office in Midtown Manhattan

Retrieved on: 
Tuesday, October 10, 2023
Park Avenue, 56th Street, Partner (business rank), Growth, KWA, Financial services

NEW YORK, Oct. 10, 2023 /PRNewswire/ -- Kingswood U.S., part of a network of independent wealth management firms that oversees more than $13 billion in client assets globally, today announced the opening of a new banking office in Midtown Manhattan.

Key Points: 
  • NEW YORK, Oct. 10, 2023 /PRNewswire/ -- Kingswood U.S., part of a network of independent wealth management firms that oversees more than $13 billion in client assets globally, today announced the opening of a new banking office in Midtown Manhattan.
  • Headquartered in New York, Kingswood U.S., which supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand, has recently experienced significant growth within its investment banking group, through Kingswood Investments, a division of Kingswood Capital Partners LLC.
  • The space is perfectly situated for the investment banking team with open workspaces, private offices and conference rooms.
  • Kingswood recently opened another corporate office in Boca Raton, Florida in February to support the firm's wealth management expansion in South Florida.

KWA Analytics and Orchestrade Partner for ETRM Solution Delivery

Retrieved on: 
Friday, September 1, 2023
Risk management, Architecture, Partnership, KWA, Engineering, ETRM

LONDON, Sept. 1, 2023 /PRNewswire-PRWeb/ -- Orchestrade and KWA Analytics, an award-winning, capital and energy market system specialist consulting group, have announced a strategic partnership to deliver Energy Trading and Risk Management (ETRM) systems to companies across the globe.

Key Points: 
  • LONDON, Sept. 1, 2023 /PRNewswire-PRWeb/ -- Orchestrade and KWA Analytics, an award-winning, capital and energy market system specialist consulting group, have announced a strategic partnership to deliver Energy Trading and Risk Management (ETRM) systems to companies across the globe.
  • Orchestrade offers an award-winning top tier ETRM solution, specifically designed for today's ever-changing energy markets.
  • KWA Analytics is an award-winning consultancy and one of the world's leading ETRM implementation specialists.
  • Phil Walsh, Director at KWA, shared his excitement about the collaboration, "KWA are extremely proud to be selected by Orchestrade as their ETRM delivery partner.

Kingswood U.S. Adds More Than $943 million in 2022 in Total Client Assets with Recruitment of 21 Financial Advisors

Retrieved on: 
Wednesday, December 21, 2022
AUM, Retirement, FINRA, KWA, Partner (business rank), RIA, Financial adviser

NEW YORK, Dec. 21, 2022 /PRNewswire/ -- Kingswood U.S., a network of wealth management firms that oversees more than $3 billion in client assets, today announced the recruitment of 15 financial advisors in the final quarter of 2022, bringing the total number of recruits to 21 advisors for the year, supervising more than $943 million in new assets under management (AUM). The newest members of the Kingswood U.S. network are highly experienced advisors offering services in financial planning, asset management and qualified retirement plan support across the United States.

Key Points: 
  • The newest members of the Kingswood U.S. network are highly experienced advisors offering services in financial planning, asset management and qualified retirement plan support across the United States.
  • Headquartered in New York, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand.
  • Advisors seeking greater flexibility to deliver the best results for their clients will always be empowered to do more at Kingswood.
  • With over 200 advisors across the United States, Kingswood has earned a reputation as a firm built for advisors by advisors.

Kingswood U.S. Recruits More Than $355 Million in Total Client Assets with Addition of Eight Independent Financial Advisors and Practices

Retrieved on: 
Tuesday, July 19, 2022
Benchmark, Retirement, SEC, CEO, RIAS, KWA, Dynamics, Morgan Stanley, Dream, Insurance, FINRA, LLC, Merrill (company), Mark (given name), Partner (business rank), Financial adviser, Financial services

Headquartered in New York, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand.

Key Points: 
  • Headquartered in New York, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand.
  • Kingswood U.S. welcomes eight financial advisors or firms to its network:
    Conrad Branson, of Birchwood Wealth Advisors in Kentfield, California, with $150 million in total client assets.
  • Mr. Branson will provide financial planning, asset management, wealth management and qualified retirement plan support as a Kingswood Wealth Advisors affiliate.
  • Daniel F. Spagnolo, of Dynamic Financial Services, Ltd., in Huntington Station, New York, with $60 million in total client assets.