Kingswood Holdings Limited

Kingswood Holdings Limitedverified

KWG.L

Kingswood Holdings Limited engages in the investment management and financial planning business in the United Kingdom and the United States. It operates through three segments: Investment Management, Wealth Planning, and US Operations. The company provides wealth planning, advice process, pensions and retirement planning, inheritance tax and estate planning, tax planning, succession planning, protection advisory, cash management, and foreign exchange services. It also offers corporate solutions to organizations, including support to HR departments with employee benefits administration and payroll services. It serves private individuals, trusts, charities, corporates, universities, and instit...[Read more]

Industry

Asset Management

IPO Date

2005-02-24

Stock Exchange

LSE

Ticker

KWG.L

The ROE as of November 2025 (TTM) for Kingswood Holdings Limited (KWG.L) is -28.43%

According to Kingswood Holdings Limited’s latest financial reports and current stock price. The company's current ROE is -28.43%. This represents a change of 121.56% compared to the average of -12.83% of the last 4 quarters.

Kingswood Holdings Limited (KWG.L) Historical ROE (quarterly & annually)

How has KWG.L ROE performed in the past?

The mean historical ROE of Kingswood Holdings Limited over the last ten years is -17.66%. The current -28.43% ROE has changed 61.01% with respect to the historical average. Over the past ten years (40 quarters), KWG.L's ROE was at its highest in in the December 2019 quarter at 646.20%. The ROE was at its lowest in in the June 2010 quarter at -1719.84%.

Quarterly (TTM)
Annual

Average

-17.66%

Median

-18.54%

Minimum

-32.35%

Maximum

-2.09%

Kingswood Holdings Limited (KWG.L) ROE by Quarter and Year

Discovering the peaks and valleys of Kingswood Holdings Limited ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 585.14%

Maximum Annual ROE = -2.09%

Minimum Annual Increase = -110.71%

Minimum Annual ROE = -32.35%

Quarterly (TTM)
Annual
YearROEChange
2023-32.16%195.18%
2022-10.89%-52.52%
2021-22.94%2.39%
2020-22.41%-30.73%
2019-32.35%120.49%
2018-14.67%-49.52%
2017-29.06%585.14%
2016-4.24%-26.04%
2015-5.74%174.35%
2014-2.09%-110.71%

Kingswood Holdings Limited (KWG.L) Average ROE

How has KWG.L ROE performed in the past?

The current ROE of Kingswood Holdings Limited (KWG.L) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

3-year avg

-22.00%

5-year avg

-24.15%

10-year avg

-17.66%

Kingswood Holdings Limited (KWG.L) ROE vs. Peers

How is KWG.L’s ROE compared to its peers?

Kingswood Holdings Limited’s ROE is less than Gresham House Strategic plc (16.94%), greater than Triple Point Energy Transition Ord (-7.81%), greater than Forward Partners Group plc (-36.45%), greater than AssetCo plc (-4.58%), less than STM Group Plc (1.20%), less than Marwyn Acquisition Company II Limited (0%), greater than Starvest plc (-61.72%), greater than Drumz plc (-24.59%), less than EJF Investments Limited (9.25%), less than finnCap Group plc (1.92%),

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