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Kingswood appoints new Head of Client Proposition

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Kingswood, a listed UK-based wealth manager, has appointed Leigh Philpot as Head of Client Proposition where he will help the firm to grow and enhance its business proposition for clients and intermediaries and generate new sales opportunities.

Philpot has over 20 years’ experience in the Private Client industry and joins Kingswood from Kleinwort Hambros Private Bank, part of Société Générale, where he was Head of Regions.  Prior to this he founded and led the Discretionary Fund Management (DFM) business strategy for the bank. providing DFM and private banking solutions to IFAs.
 
Based in London, Leigh worked with Kleinwort Hambros for 13 years and had previously held the role of Group Head of Privilege Banking while at the firm. Prior to this Leigh spent the earlier years of his career as an Investment Manager at Rathbones, and was a graduate of the Stockbroker Development Programme at Killik & Co.
 
Gary Wilder, Kingswood’s Group CEO, says: “I am thrilled to welcome Leigh to Kingswood. His significant experience and expertise in working with intermediaries and clients will help us identify, grow and enhance our business propositions as we look to generate new sales opportunities and drive growth. Leigh is joining Kingswood at a time when the firm is looking to further expand in the intermediary space and we very much look forward to utilising his skills.”
 
Philpott, says: “I am delighted to be joining Kingswood at such an exciting time in the firm’s evolution. The firm has ambitious plans to grow and expand its distribution channels while providing clients with exceptional levels of personal service and a wide range of high-quality products. I very much look forward to being a part of the firm’s ongoing success.”
 
Kingswood announced the acquisition in September of the business and assets of WFI Financial, a significant independent regional financial planning business based in Sheffield, which marks the continuation of the Group’s expansion of its national wealth management footprint to the Midlands and the North of England. On completion, the Group will have more than 5,500 active clients and cGBP2.5 billion of Assets under Management and Advice. Kingswood is also in final stages of due diligence with a major institutional provider of growth capital regarding the subscription for a significant investment in the company in the form of irredeemable convertible preference shares, the terms of which are in the process of being finalised.
 

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