People Moves

Who's Moving Where In Wealth Management? - Kingswood, Tilney

Editorial Staff 17 December 2019

Who's Moving Where In Wealth Management? - Kingswood, Tilney

The latest senior moves in wealth management from across Europe and the UK.

UK-listed wealth management firm Kingswood Holdings, has appointed Lindsey McMurray and Howard Garland to join its board from Pollen Street Capital, an alternative asset investment management company. 

The appointments are part of investment completed in September this year, involving up to £80 million committed from investors and funds managed and/or controlled by Pollen Street.

“Kingswood is entering the next phase of development: becoming a global, scalable wealth management infrastructure, not just a bolt-on acquisition driven growth model,” the firm said in a statement yesterday. 

McMurray founded Pollen Street in 2013 and is the managing partner as well as chairman of the investment committee. She has been a private equity investor for more than 20 years with a focus on the financial services sector. Howard Garland is a partner of Pollen Street where he focuses on investing in financial services businesses and credit opportunities with current responsibility for BIK and Deko. He is also responsible for credit investments including Caledonian Finance and Sancus. Howard was previously responsible for Banca Sistema and Arrow Global.

Listed on London’s AIM market, Kingswood has about £2.5 billion of assets under management, and has offices in the UK including Abingdon, Beverley, Derby, Lincoln, London, Maidstone, Sheffield and Worcester, and offices in Johannesburg, South Africa and New York, US. In May this year, the firm acquired a strategic stake in US-based, Manhattan Harbor Capital Inc.

The Pollen Street Capital Group is an independent alternative asset investment management company focused on the financial and business services sectors, and was created in 2013.

UK wealth management group Tilney, overseeing more than £25 billion of assets, has appointed Joe Kaitcer as a financial planner, based in London. Kaitcer reports to Leon Buckley, partner, financial planning, and is based in Tilney’s New Street Square office in the City.
Kaitcer was previously at First Wealth where he had worked since graduating from Manchester Metropolitan University with a first class degree in financial services, planning and management in 2015. He also holds a diploma in financial planning from the Chartered Insurance Institute.

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