UK-headquartered wealth manager Kingswood has made further inroads into the US market, with two deals that will mean it is represented by 180 advisers there.
Kingswood today announced it had completed its buyout of San Diego-based Chalice Wealth Advisors (CWA) and independent broker Chalice Capital Partners (CCP), first announced in December.
It also said it had signed an agreement to take a larger stake (20 percent) in wealth management consolidator Manhattan Harbor Capital (MHC), a firm in which it bought a 7 percent stake in May 2019...