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London investment management services

London investment management services

Where permitted by local regulation, we offer investment management services to clients resident outside the UK.

These provide the benefit of having assets managed in London, with a firm subject to UK regulation, and with an investment service which has global research coverage and a philosophy of long term wealth protection.

KW Wealth offers:

  • Individual service from your own dedicated investment manager
  • Personalised portfolio management in multiple currencies
  • Stockbroking services
  • For high net-worth investors, access to placings and initial public offerings
  • Central London office near the Bank of England for personal meetings when in London
  • Online portfolio reporting
  • Regular newsletters sharing market information and our analysis and views
  • Introductions to specialist UK lawyers for non-resident tax and succession planning

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The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of Kingswood Holdings Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.