SHAREHOLDERS CAREERS CLIENT LOGIN 020 7293 0730 info@kingswood-group.com ABOUT FINANCIAL PLANNING INVESTMENT MANAGEMENT INSIGHTS CONTACT KINGSWOOD INSTITUTIONAL Our Institutional platform works with some of the UK’s largest Universities along with Charities, Institutes, Plc’s and AIM Listed Companies FOCUSING ON WHAT MATTERS TO OUR CORPORATE CLIENTS We focus on client-specific investment solutions to meet specific client objectives based on risk appetite, expected cash flows and investment restrictions. From this, we can create a varied portfolio, using a wide-range of assets that can be easily realised to ensure maximum liquidity whilst seeking the highest appropriate yield. Kingswood Institutional provides treasury and liquidity management services acting predominantly in a discretionary role but also through our similarly managed collective fund. The aim is to provide investors with a higher return than the yield available from cash deposits. Typical instruments used within a Sterling Cash portfolio: Fixed Term Deposits Certificates of Deposits Gilts / Treasury Bills Corporate Bonds Floating Rate Notes Enhanced Cash Fund DOWNLOAD OUR BROCHURE KINGSWOOD ESG BOND FUND The Kingswood ESG Bond Fund is a short duration fund designed to preserve capital whilst achieving a rate of return that is significantly higher than the yield on bank deposits. VIEW KINGSWOOD ESG BOND FUND SUBSCRIBE TO WEEKLY INVESTMENT UPDATES CONTACT US Contact us today to find out how we can help you: Phone Email Get In Touch CONTACT Find An Adviser Start The Conversation Kingswood U.S Kingswood Capital Markets Compliance ESG/CSR Environmental, Social & Governance SPECIALIST SERVICES Specialist Services CAREERS Latest Vacancies KINGSWOOD GROUP 10‑11 Austin Friars, London, EC2N 2HG, UK | Email: info@kingswood-group.com | Tel: 020 7293 0730 Legal Documents | Disclaimer | Cookie Policy | Sitemap © 2021 Kingswood. All rights reserved. The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change. Whilst we do provide tax planning, we cannot provide tax advice and where you require tax advice we will refer you to a tax specialist. Kingswood, Kingswood Group and Kingswood Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694) and KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority (Firm Reference Number: 506600) with a registered office at 13 Austin Friars London EC2N 2HE. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775). Both companies are wholly owned subsidiaries of Kingswood Holdings Limited which is incorporated in Guernsey (registered number: 42316) and has its registered office at Mont Crevelt House, Bulwer Avenue, St. Sampson, Guernsey, GY2 4LH. Website design by Goldmine Media.