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Who's Moving Where In Wealth Management? – IQ-EQ, Kingswood, Canaccord

Editorial Staff

19 August 2022

IQ-EQ
, an international wealth and investment management group, has appointed Jade Rose and Max Sullivan as financial advisors. They will be based at the firm’s London and Kent offices respectively.

With over half a decade of experience in the financial services profession, Sullivan will provide advice to clients across financial planning and wealth management, with a focus on investments, retirement planning, and intergenerational wealth planning. He will also be leading Kingswood’s partnership with Irwin Mitchell LLP in the South of England, the firm said in a statement this week.

Prior to joining, and in addition to being a financial advisor, Sullivan was director for a specialist IFA firm under Sandringham Financial Partners (part of M&G), and acquisitions manager at Quilter. He has also worked for TSB Bank in a variety of relationship management roles.

Rose was previously a KYC officer at Byblos Bank and financial advisors community lead at US professional networking platform, Fishbowl. She is a qualified wealth planner, with over eight years’ experience in financial services, the firm added.

In her new role at Kingswood, she will provide financial advice to entrepreneurs and those in the creative industries, with a focus on building financial roadmaps and investment strategies. With careful tax management, Rose she will also guide millennial clients and their families on their intergenerational wealth transfer, the firm said.

Their appointments follow six acquisitions made by Kingswood in the UK so far this year, including most recently, Smith Pearman & Associates, an independent financial advice company based in Hampshire, which was completed on 1 August. 

The firm said that the appointments also follow a transformational year for Kingswood; it made record levels of revenue and operating profit in 2021. Revenue reached £149.7 million ($181 million), an increase of 488 per cent compared with 2020, and operating profit increased from £5.5 million to £6.3 million, reflecting the successful integration of acquisitions in the UK and growth in the US.

Welcoming the move, Hayley Burton, MD – head of Wealth Planning at Kingswood, said: “The passion and energy they have for their clients present a natural fit to Kingswood while having a diversified and highly skilled team is essential in helping the firm to unlock its full potential and stimulate growth.”