Kingswood Group

Our CIO at IBOSS Asset Management, Chris Metcalfe, explains why his team use M&G Investments Global Emerging Markets fund in their portfolios to gain access to higher levels of diversification 👇 Capital at risk.

Congratulations to our fantastic women who have made it through to the finals of the Professional Adviser women in Finance awards 2024 !! 🌟Rebecca Odlin - Rising star of the year 🌟 Lucy Whitehead - Marketing influencer of the year 🌟 Ayla Wilson - Women of the year for adviser support

Join us for our July edition of the Markets In Focus webinar, presented by the IBOSS Investment Team. As we move past the halfway mark of 2024, our experts will delve into a comprehensive analysis of the current market landscape. Exploring various asset classes and geographies, Chris Metcalfe, Chris Rush, and Rupert Thompson will assess which areas have excelled for investors and identify those that have fallen short of expectations, as well as any surprises in over or underperformance that have caught our team's attention. Don't miss this opportunity to stay ahead of the curve. Secure your spot today and join us for an insightful discussion that promises to be both informative and engaging. #Investing #FinancialPlanning #Markets ✍ 👉 https://lnkd.in/eQqTXXYS

It's UK election week, and as the buildup reaches its climax, our Chief Economist, Rupert Thompson, brings you an Election Special Market Update. He delves into the nuances of each party's proposals, the projected impact on taxes and spending, and what this means for the markets. The economic rhetoric might lead you to expect major policy shifts depending on which party wins. However, the reality might surprise you! Our coverage doesn't stop at the UK, we also explore the implications of the French election and the looming US election which is on the horizon, with potential significant implications for global markets. Understanding these dynamics is crucial for answering client queries wisely amidst the political flux over the coming days, weeks, and months ahead. Stay informed, be prepared and read the full article now... #Investing #Election #FinancialPlanning 🗳 👉 https://lnkd.in/euJETDtY

We are delighted to have published our annual results from 2023, David Lawrence, CEO commented: “We continued to make strong financial strides in 2023, with revenue and operating profit for the group at over 37% year over year, of which UK and Ireland contributed an operating profit of £8.9m, up 56%. Our people are fundamental to what we do, and I am really proud of what we have achieved together.” Click the link below to read the Financial Planning Today article: https://lnkd.in/grkbgXCi

🆕 The IBOSS Asset Management monthly blog is out! Investment Analyst, Jack Roberts, uncovers the full potential that lies within the UK's rising market. ⚠ Spoiler alert - the UK market has outperformed North America since late 2021, which may come as a surprise to many...

Constructing a portfolio is strikingly similar to a football manager picking the best squad at the Euros, writes our Investment Analyst at IBOSS Asset Management, Jack Roberts.

Our Investment Manager, Chris Rush, discusses the latest market movements and IBOSS portfolio performance over the past month, including the hot topic of elections.

Rupert Thompson, our chief economist always tackles the big questions in his weekly market updates, what has he said about rate cuts ? Take a look here 👇 https://lnkd.in/edNg-bjB

Join our Investment Team at IBOSS Asset Management, alongside Polar Capital's Georgina Hamilton, as they discuss the rallying UK market during their upcoming Sector Spotlight webinar series. Register below... For professional financial advisers only.