Pollen Street Capital

Kingswood Holdings Limited is a wealth management firm based in London, England, specializing in investment management and financial planning services. Established in 2010, the company offers a range of advisory services, including asset protection, estate planning, retirement planning, and tax and succession planning. Kingswood caters to a diverse clientele, including individuals, family offices, charities, trusts, institutions, and corporations. In addition to wealth management, the firm provides managed, personal, and bespoke portfolio services, as well as cash management and foreign exchange services. Originally known as European Wealth Group Limited, the company rebranded to Kingswood Holdings Limited in September 2018, reflecting its evolution and broader service offerings.

Etops provides a wide range of solutions and services tailored to the financial industry, helping organizations achieve their digitalization objectives. Their offerings include data collection, refinement, and aggregation, as well as high-end operations, consulting, integration projects, reporting, data analytics, and mobile apps. Etops delivers both customized solutions and platform-oriented products, covering the full value chain for private banks, asset and wealth managers, family offices, and pension funds. Their services span from lead generation and CRM to portfolio management, compliance, and reporting, supporting clients in optimizing their operations and enhancing their digital capabilities.

Mattioli Woods is a UK-based provider of wealth management and employee benefit services, established in 1991 and headquartered in Leicester. The company operates through several key segments, including Pension Consultancy and Administration, Investment and Asset Management, Property Management, and Employee Benefits. It offers a comprehensive range of financial planning services, encompassing trust and estate planning, exit strategies, and executive financial counselling. Additionally, Mattioli Woods provides investment products tailored to client strategies, alongside self-invested personal pension schemes and trustee services. In the property sector, it delivers services such as real estate investment trusts, mortgage advice, and property insurance. The firm also specializes in employee benefits, offering pension and workplace savings solutions, health and wellbeing services, and employee engagement programs. By focusing on building long-term relationships, Mattioli Woods aims to deliver personalized advice and effective financial solutions for a diverse clientele that includes business owners and medium to large corporates.

Kingswood Holdings Limited is a wealth management firm based in London, England, specializing in investment management and financial planning services. Established in 2010, the company offers a range of advisory services, including asset protection, estate planning, retirement planning, and tax and succession planning. Kingswood caters to a diverse clientele, including individuals, family offices, charities, trusts, institutions, and corporations. In addition to wealth management, the firm provides managed, personal, and bespoke portfolio services, as well as cash management and foreign exchange services. Originally known as European Wealth Group Limited, the company rebranded to Kingswood Holdings Limited in September 2018, reflecting its evolution and broader service offerings.