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Kingswood Holdings

AIM:KWG
Snowflake Description

Reasonable growth potential with imperfect balance sheet.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
KWG
AIM
£41M
Market Cap
  1. Home
  2. GB
  3. Diversified Financials
Company description

Kingswood Holdings Limited engages in the investment management and financial planning business in the United Kingdom. The last earnings update was 43 days ago. More info.


Add to Portfolio Compare Print
  • Kingswood Holdings has significant price volatility in the past 3 months.
KWG Share Price and Events
7 Day Returns
23%
AIM:KWG
-0.3%
GB Capital Markets
-0.5%
GB Market
1 Year Returns
29.3%
AIM:KWG
18.8%
GB Capital Markets
3.7%
GB Market
KWG Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Kingswood Holdings (KWG) 23% 23% 134.4% 29.3% -64.3% -82%
GB Capital Markets -0.3% -1.2% 3.2% 18.8% 63.8% 107.4%
GB Market -0.5% 1.4% 3.1% 3.7% 7.8% 3.8%
1 Year Return vs Industry and Market
  • KWG outperformed the Capital Markets industry which returned 18.8% over the past year.
  • KWG outperformed the Market in United Kingdom of Great Britain and Northern Ireland which returned 3.7% over the past year.
Price Volatility
KWG
Industry
5yr Volatility vs Market

Value

 Is Kingswood Holdings undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
  • It is not possible to calculate the future cash flow value for Kingswood Holdings. This is due to cash flow or dividend data being unavailable. The share price is £0.1875.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Kingswood Holdings's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Kingswood Holdings's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
AIM:KWG PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2019-06-30) in GBP £-0.03
AIM:KWG Share Price ** AIM (2019-11-12) in GBP £0.19
United Kingdom of Great Britain and Northern Ireland Capital Markets Industry PE Ratio Median Figure of 42 Publicly-Listed Capital Markets Companies 20.19x
United Kingdom of Great Britain and Northern Ireland Market PE Ratio Median Figure of 752 Publicly-Listed Companies 16.92x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Kingswood Holdings.

AIM:KWG PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= AIM:KWG Share Price ÷ EPS (both in GBP)

= 0.19 ÷ -0.03

-6.8x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Kingswood Holdings is loss making, we can't compare its value to the GB Capital Markets industry average.
  • Kingswood Holdings is loss making, we can't compare the value of its earnings to the United Kingdom of Great Britain and Northern Ireland market.
Price based on expected Growth
Does Kingswood Holdings's expected growth come at a high price?
Raw Data
AIM:KWG PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section -6.8x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 1 Analysts
111.6%per year
United Kingdom of Great Britain and Northern Ireland Capital Markets Industry PEG Ratio Median Figure of 25 Publicly-Listed Capital Markets Companies 1.1x
United Kingdom of Great Britain and Northern Ireland Market PEG Ratio Median Figure of 555 Publicly-Listed Companies 1.39x

*Line of best fit is calculated by linear regression .

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to calculate PEG ratio for Kingswood Holdings, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on Kingswood Holdings's assets?
Raw Data
AIM:KWG PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2019-06-30) in GBP £0.15
AIM:KWG Share Price * AIM (2019-11-12) in GBP £0.19
United Kingdom of Great Britain and Northern Ireland Capital Markets Industry PB Ratio Median Figure of 75 Publicly-Listed Capital Markets Companies 1.33x
United Kingdom of Great Britain and Northern Ireland Market PB Ratio Median Figure of 1,305 Publicly-Listed Companies 1.5x
AIM:KWG PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= AIM:KWG Share Price ÷ Book Value per Share (both in GBP)

= 0.19 ÷ 0.15

1.29x

* Primary Listing of Kingswood Holdings.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Kingswood Holdings is good value based on assets compared to the GB Capital Markets industry average.
X
Value checks
We assess Kingswood Holdings's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Capital Markets industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Capital Markets industry average (and greater than 0)? (1 check)
  5. Kingswood Holdings has a total score of 1/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

Future Performance

 How is Kingswood Holdings expected to perform in the next 1 to 3 years based on estimates from 1 analyst?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
111.6%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Kingswood Holdings expected to grow at an attractive rate?
  • Kingswood Holdings's earnings growth is expected to exceed the low risk savings rate of 1.2%.
Growth vs Market Checks
  • Kingswood Holdings's earnings growth is expected to exceed the United Kingdom of Great Britain and Northern Ireland market average.
  • Kingswood Holdings's revenue growth is expected to exceed the United Kingdom of Great Britain and Northern Ireland market average.
Annual Growth Rates Comparison
Raw Data
AIM:KWG Future Growth Rates Data Sources
Data Point Source Value (per year)
AIM:KWG Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 1 Analysts 111.6%
AIM:KWG Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 1 Analysts 17.4%
United Kingdom of Great Britain and Northern Ireland Capital Markets Industry Earnings Growth Rate Market Cap Weighted Average 17.9%
United Kingdom of Great Britain and Northern Ireland Capital Markets Industry Revenue Growth Rate Market Cap Weighted Average 6.5%
United Kingdom of Great Britain and Northern Ireland Market Earnings Growth Rate Market Cap Weighted Average 12.7%
United Kingdom of Great Britain and Northern Ireland Market Revenue Growth Rate Market Cap Weighted Average 3.9%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
AIM:KWG Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (4 months ago) See Below
Future Estimates Average of up to 1 Analyst Estimates (S&P Global) See Below
All numbers in GBP Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
AIM:KWG Future Estimates Data
Date (Data in GBP Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2021-12-31 15 1 1
2020-12-31 13 1 1
2019-12-31 12 0 1
2019-11-12
AIM:KWG Past Financials Data
Date (Data in GBP Millions) Revenue Cash Flow Net Income *
2019-06-30 9 -4 -4
2019-03-31 9 -4 -4
2018-12-31 9 -4 -4
2018-06-30 8 -7
2018-03-31 9 -6
2017-12-31 9 -6
2017-09-30 10 -4
2017-06-30 10 0 -1
2017-03-31 10 0 -1
2016-12-31 9 0 -1
2016-09-30 9 0 -1

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Kingswood Holdings's earnings are expected to grow significantly at over 20% yearly.
  • Kingswood Holdings's revenue is expected to grow by 17.4% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
AIM:KWG Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (4 months ago) See Below
Future Estimates Average of up to 1 Analyst Estimates (S&P Global) See Below

All data from Kingswood Holdings Company Filings, last reported 4 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

AIM:KWG Future Estimates Data
Date (Data in GBP Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2021-12-31 0.01 0.01 0.01 1.00
2020-12-31 0.01 0.01 0.01 1.00
2019-12-31 0.00 0.00 0.00 1.00
2019-11-12
AIM:KWG Past Financials Data
Date (Data in GBP Millions) EPS *
2019-06-30 -0.03
2019-03-31 -0.03
2018-12-31 -0.03
2018-06-30 -0.05
2018-03-31 -0.05
2017-12-31 -0.06
2017-09-30 -0.09
2017-06-30 -0.04
2017-03-31 -0.04
2016-12-31 -0.03
2016-09-30 -0.04

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Kingswood Holdings is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).
X
Future performance checks
We assess Kingswood Holdings's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the United Kingdom of Great Britain and Northern Ireland market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the United Kingdom of Great Britain and Northern Ireland market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Kingswood Holdings has a total score of 4/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

Past Performance

  How has Kingswood Holdings performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Kingswood Holdings's growth in the last year to its industry (Capital Markets).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Kingswood Holdings does not make a profit and their year on year earnings growth rate was negative over the past 5 years.
  • Unable to compare Kingswood Holdings's 1-year earnings growth to the 5-year average as it is not currently profitable.
  • Unable to compare Kingswood Holdings's 1-year growth to the GB Capital Markets industry average as it is not currently profitable.
Earnings and Revenue History
Kingswood Holdings's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Kingswood Holdings Company Filings, last reported 4 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

AIM:KWG Past Revenue, Cash Flow and Net Income Data
Date (Data in GBP Millions) Revenue Net Income * G+A Expenses R&D Expenses
2019-06-30 9.28 -4.28 11.25
2019-03-31 9.03 -4.03 11.13
2018-12-31 8.79 -3.77 11.01
2018-06-30 7.78 -6.90 9.86
2018-03-31 8.52 -6.48 9.54
2017-12-31 9.27 -6.06 9.22
2017-09-30 10.14 -3.51 9.09
2017-06-30 10.24 -1.07 8.56
2017-03-31 9.83 -0.91 8.33
2016-12-31 9.41 -0.76 8.10
2016-09-30 8.78 -0.94 8.03
2016-06-30 8.16 -1.12 7.96
2016-03-31 7.90 -1.05 7.60
2015-12-31 7.65 -0.99 7.25
2015-09-30 7.54 -1.03 6.85
2015-06-30 7.43 -1.08 6.44
2015-03-31 6.50 -0.71 5.33
2014-12-31 5.58 -0.35 4.21
2014-09-30 4.75 0.83 2.67
2014-06-30 3.92 2.01 1.13
2014-03-31 2.91 1.79 0.72
2013-12-31 1.90 1.56 0.30
2013-09-30 1.65 1.39 0.29
2013-06-30 1.47 1.22 0.29
2013-03-31 1.50 1.20 0.31
2012-12-31 1.52 1.17 0.33

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • It is difficult to establish if Kingswood Holdings has efficiently used shareholders’ funds last year (Return on Equity greater than 20%) as it is loss-making.
  • It is difficult to establish if Kingswood Holdings has efficiently used its assets last year compared to the GB Capital Markets industry average (Return on Assets) as it is loss-making.
  • It is difficult to establish if Kingswood Holdings improved its use of capital last year versus 3 years ago (Return on Capital Employed) as it is currently loss-making.
X
Past performance checks
We assess Kingswood Holdings's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Capital Markets industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Kingswood Holdings has a total score of 0/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

Health

 How is Kingswood Holdings's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Kingswood Holdings's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Kingswood Holdings's short term (1 year) commitments are greater than its holdings of cash and other short term assets.
  • Kingswood Holdings's long term commitments exceed its cash and other short term assets.
Balance sheet
This treemap shows a more detailed breakdown of Kingswood Holdings's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • Low level of unsold assets.
  • Debt is covered by short term assets, assets are 2.7x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Kingswood Holdings Company Filings, last reported 4 months ago.

AIM:KWG Past Debt and Equity Data
Date (Data in GBP Millions) Total Equity Total Debt Cash & Short Term Investments
2019-06-30 23.66 0.50 0.16
2019-03-31 23.66 0.50 0.16
2018-12-31 25.14 0.00 2.41
2018-06-30 26.40 0.00 4.52
2018-03-31 26.40 0.00 4.52
2017-12-31 20.86 10.37 9.80
2017-09-30 20.86 10.37 9.80
2017-06-30 17.41 6.95 0.22
2017-03-31 17.41 6.95 0.22
2016-12-31 17.85 5.39 0.38
2016-09-30 17.85 5.39 0.38
2016-06-30 16.75 5.51 0.19
2016-03-31 16.75 5.51 0.19
2015-12-31 17.28 5.26 0.18
2015-09-30 17.28 5.26 0.18
2015-06-30 18.33 5.06 2.00
2015-03-31 18.33 5.06 2.00
2014-12-31 16.65 4.73 0.24
2014-09-30 16.65 4.73 0.24
2014-06-30 11.44 7.75 0.74
2014-03-31 11.44 7.75 0.74
2013-12-31 8.01 0.00 0.04
2013-09-30 8.01 0.50 0.04
2013-06-30 5.64 0.00 0.01
2013-03-31 5.64 0.00 0.01
2012-12-31 3.32 0.63 0.02
  • Kingswood Holdings's level of debt (2.1%) compared to net worth is satisfactory (less than 40%).
  • The level of debt compared to net worth has been reduced over the past 5 years (67.2% vs 2.1% today).
CASH RUNWAY ANALYSIS

For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.

  • Kingswood Holdings has less than a year of cash runway based on current free cash flow.
  • Kingswood Holdings has less than a year of cash runway if free cash flow continues to grow at historical rates of 88.2% each year.
X
Financial health checks
We assess Kingswood Holdings's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Kingswood Holdings has a total score of 2/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

Dividends

 What is Kingswood Holdings's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
0%
Current annual income from Kingswood Holdings dividends.
If you bought £2,000 of Kingswood Holdings shares you are expected to receive £0 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Unable to evaluate Kingswood Holdings's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.
  • Unable to evaluate Kingswood Holdings's dividend against the top 25% market benchmark as the company has not reported any payouts.
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
AIM:KWG Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 1 Analyst Estimates (S&P Global) See Below
United Kingdom of Great Britain and Northern Ireland Capital Markets Industry Average Dividend Yield Market Cap Weighted Average of 40 Stocks 2.2%
United Kingdom of Great Britain and Northern Ireland Market Average Dividend Yield Market Cap Weighted Average of 680 Stocks 4.5%
United Kingdom of Great Britain and Northern Ireland Minimum Threshold Dividend Yield 10th Percentile 1.1%
United Kingdom of Great Britain and Northern Ireland Bottom 25% Dividend Yield 25th Percentile 1.9%
United Kingdom of Great Britain and Northern Ireland Top 25% Dividend Yield 75th Percentile 5.3%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

AIM:KWG Future Dividends Estimate Data
Date (Data in £) Dividend per Share (annual) Avg. No. Analysts
2021-12-31
2020-12-31
2019-12-31
2019-11-12

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to perform a dividend volatility check as Kingswood Holdings has not reported any payouts.
  • Unable to verify if Kingswood Holdings's dividend has been increasing as the company has not reported any payouts.
Current Payout to shareholders
What portion of Kingswood Holdings's earnings are paid to the shareholders as a dividend.
  • Unable to calculate sustainability of dividends as Kingswood Holdings has not reported any payouts.
Future Payout to shareholders
  • Insufficient estimate data to determine if a dividend will be paid in 3 years and that it will be sustainable.
X
Income/ dividend checks
We assess Kingswood Holdings's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 1.1%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Kingswood Holdings afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Kingswood Holdings has a total score of 0/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

Management

 What is the CEO of Kingswood Holdings's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Gary Wilder
COMPENSATION £25,000
AGE 57
TENURE AS CEO 0.8 years
CEO Bio

Mr. Gary Spencer Wilder serves as Executive Director at Kingswood Holdings Ltd since November 01, 2018 and serves as its Group Chief Executive Officer since January 17, 2019 and served as its Non-Executive Deputy Chairman. Mr. Wilder serves as the Managing Partner and Executive Chairman at Moor Park Capital Partners LLP. Mr. Wilder serves as an Executive Chairman of European Operations at DJR Global Healthcare Capital, LLC. He has been directly involved in real estate investments valued in excess of €20 billion. Prior to joining the firm, he was a Managing Partner and Co-Head of European Funds Group at Nomura. He co-founded Moor Park in 2006. He served as Co-Head at Nomura Asset Finance Group. Previously, Mr. Wilder was a Managing Director and Head of the Asset Finance Group at Nomura International PLC. Between 1999 and 2002, he was Partner & Managing Director at Credit Suisse First Boston, which he is responsible for its European Real Estate Investment Banking business. He has over 30 years' experience of real estate investment, structured finance and private equity in Europe, Asia and the US and has been involved in all phases of the investment process including equity capital raising, fund structuring, debt financing, property acquisitions, asset management and sales. He has built up an extensive network of deep relationships with key players, advisors, brokers, consultants, investment banks and analysts. Mr. Wilder has been directly involved in or responsible for the acquisition of real estate and other asset backed investments valued in excess of €25.2 billion. He joined Nomura in July 2002 from CSFB, where he was a Managing Director and Co-Head of Real Estate Investment Banking based in London. Previously, he was a Managing Director in the Real Estate Group at Bankers Trust and was actively involved in real estate debt capital market products, global securitization and structured finance. He has been Non-Executive Director at European Wealth Group Limited since October 23, 2017. He serves as Director at Gamich LLP, Gary Wilder Ltd, Gentleaid (7) Limited, Gentleaid (8) Limited, Independent International Records Limited, Kingswood Investment Partners Limited, KPI Newbridge Limited, KPI (Nominees) Limited, KPI (S2K) Limited, KPI Spire (1) Limited, KPI Spire (2) Limited, KPI Spire (3) Limited, KPI Spire (4) Limited, KPI Spire (5) Limited, KPI Ardmore Limited and Offline Record Limited. He served as Director at Ashmote Ltd. He qualified in 1985 as a Chartered Accountant with Arthur Andersen in London where Mr. Wilder specialized in International Taxation. He graduated in 1983 with a Bachelor of Science degree, with honors from the City University Business School, London.

CEO Compensation
  • Insufficient data for Gary to compare compensation growth.
  • Gary's remuneration is lower than average for companies of similar size in United Kingdom of Great Britain and Northern Ireland.
Management Team Tenure

Average tenure and age of the Kingswood Holdings management team in years:

0.8
Average Tenure
55
Average Age
  • The average tenure for the Kingswood Holdings management team is less than 2 years, this suggests a new team.
Management Team

Gary Wilder

TITLE
Group CEO & Executive Director
COMPENSATION
£25K
AGE
57
TENURE
0.8 yrs

Patrick Goulding

TITLE
Group CFO
AGE
55
TENURE
0.8 yrs

Graydon Butler

TITLE
COO & Director
AGE
47

Rachel Bailey

TITLE
Managing Director of Human Resource

Rachael Ogden

TITLE
Managing Director

Najib Canaan

TITLE
US Chief Executive Officer
TENURE
0.7 yrs

Richard Klein

TITLE
Head of Alternatives & Distribution
TENURE
0.8 yrs
Board of Directors Tenure

Average tenure and age of the Kingswood Holdings board of directors in years:

1.1
Average Tenure
56
Average Age
  • The average tenure for the Kingswood Holdings board of directors is less than 3 years, this suggests a new board.
Board of Directors

Buzz West

TITLE
Non-Executive Chairman & Senior Non-Executive Director
COMPENSATION
£71K
AGE
64
TENURE
3.3 yrs

Gary Wilder

TITLE
Group CEO & Executive Director
COMPENSATION
£25K
AGE
57
TENURE
2.1 yrs

Jonathan Massing

TITLE
Non-Executive Deputy Chairman
COMPENSATION
£25K
AGE
60
TENURE
0.8 yrs

Patrick Goulding

TITLE
Group CFO
AGE
55
TENURE
0.8 yrs

Graydon Butler

TITLE
COO & Director
AGE
47
TENURE
0.8 yrs

Jonathan Freeman

TITLE
Non-Executive Director
COMPENSATION
£22K
AGE
54
TENURE
1.4 yrs

David Trefor Hudd

TITLE
Non-Executive Director
COMPENSATION
£22K
AGE
61
TENURE
1.4 yrs

Robert Suss

TITLE
Non-Executive Director
AGE
48
TENURE
0.4 yrs
Who owns this company?
Recent Insider Trading
  • No 3 month open market individual insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price (£) Value (£)
08. Aug 19 Buy Najib Canaan Individual 06. Aug 19 06. Aug 19 50,000 £0.09 £4,250
01. Jul 19 Buy Kenneth Reginald West Individual 27. Jun 19 27. Jun 19 1,352,283 £0.07 £94,660
11. Jul 19 Buy Najib Canaan Individual 30. Apr 19 05. Jul 19 470,000 £0.11 £37,753
02. May 19 Buy Jonathan Freeman Individual 01. May 19 01. May 19 60,606 £0.08 £5,000
X
Management checks
We assess Kingswood Holdings's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Kingswood Holdings has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

News

Simply Wall St News

What Kind Of Shareholders Own Kingswood Holdings Limited (LON:KWG)?

Kingswood Holdings is a smaller company with a market capitalization of UK£16m, so it may still be flying under the radar of many institutional investors. … See our latest analysis for Kingswood Holdings AIM:KWG Ownership Summary, May 23rd 2019 What Does The Institutional Ownership Tell Us About Kingswood Holdings? … Insider Ownership Of Kingswood Holdings The definition of company insiders can be subjective, and does vary between jurisdictions.

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If You Had Bought Kingswood Holdings Stock Five Years Ago, You'd Be Sitting On A 83% Loss, Today

Anyone who held Kingswood Holdings Limited (LON:KWG) for five years would be nursing their metaphorical wounds since the share price dropped 83% in that time. … Kingswood Holdings isn't a profitable company, so it is unlikely we'll see a strong correlation between its share price and its earnings per share (EPS). … Over five years, Kingswood Holdings grew its revenue at 27% per year.

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Breakeven On The Horizon For Kingswood Holdings Limited (LON:KWG)

Kingswood Holdings Limited engages in the investment management and financial planning business in the United Kingdom. … The company’s loss has recently broadened since it announced a -UK£6m loss in the full financial year, compared to the latest trailing-twelve-month loss of -UK£7m, moving it further away from breakeven. … See our latest analysis for Kingswood Holdings

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Company Info

Description

Kingswood Holdings Limited engages in the investment management and financial planning business in the United Kingdom. The company provides wealth planning, and advisory services, including asset protection, pensions, and tax and succession planning, as well as private and institutional management, and corporate solutions. It also offers managed and personal portfolio, and cash management services. It serves individuals, family-offices, charities, trusts, institutions, and corporations. The company was formerly known as European Wealth Group Limited and changed its name to Kingswood Holdings Limited in September 2018. European Wealth Group Limited was incorporated in 1997 and is headquartered in London, the United Kingdom.

Details
Name: Kingswood Holdings Limited
KWG
Exchange: AIM
Founded: 1997
£40,672,635
216,920,720
Website: http://www.kingswood-group.com
Address: Kingswood Holdings Limited
13 Austin Friars,
London,
Greater London, EC2N 2HG,
United Kingdom
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
AIM KWG Ordinary Shares London Stock Exchange AIM Market GB GBP 24. Feb 2005
Number of employees
Current staff
Staff numbers
89
Kingswood Holdings employees.
Industry
Asset Management and Custody Banks
Diversified Financials
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/11/12 20:47
End of day share price update: 2019/11/12 00:00
Last estimates confirmation: 2019/09/12
Last earnings filing: 2019/09/30
Last earnings reported: 2019/06/30
Last annual earnings reported: 2018/12/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.