Profile
Mr. Peter B. Coleman is a Chief Executive Officer at IBOSS Asset Management Ltd., a Chief Executive Officer & Director at Kingswood Holdings Ltd., a Chief Executive Officer at KW Investment Management Ltd. and a Chief Executive Officer & Director at KW Wealth Planning Ltd. He is on the Board of Directors at Kingswood Holdings Ltd., KW Wealth Planning Ltd., EIM Nominees Ltd., IBOSS Ltd., Joseph R.
Lamb Independent Financial Advisers Ltd., Novus Financial Services Ltd., Sterling Trust Financial Consulting Ltd., Sterling Trust Professional Ltd., Xcap Nominees Ltd. and Youth Adventure Trust.
Mr. Coleman was previously employed as a Chief Executive Officer by Quilter Financial Planning Solutions Ltd. He also served on the board at Steelray No.
147 Ltd., Allotts Financial Services Ltd. and Regency Investment Services (Surrey) Ltd.
Peter Coleman active positions
| Companies | Position | Start |
|---|---|---|
| KIND HLDG | Chief Executive Officer | 2024-07-04 |
KW Investment Management Ltd.
KW Investment Management Ltd. Investment ManagersFinance KW Investment Management focuses on protecting the long-term value of their clients’ wealth. The firm manages growth whilst carefully protecting against risk. | Chief Executive Officer | 2024-06-30 |
EIM Nominees Ltd.
EIM Nominees Ltd. Regional BanksFinance Acts as a nominee/trust/depository | Director/Board Member | - |
KW Wealth Planning Ltd.
KW Wealth Planning Ltd. Financial ConglomeratesFinance Operates as a wealth and investment management firm | Chief Executive Officer | 2025-01-11 |
IBOSS Ltd.
IBOSS Ltd. Investment ManagersFinance IBOSS Ltd. is a British company. The private company is located in the UK. | Director/Board Member | - |
Joseph R. Lamb Independent Financial Advisers Ltd.
Joseph R. Lamb Independent Financial Advisers Ltd. Investment ManagersFinance Provides financial advisory services | Director/Board Member | - |
Novus Financial Services Ltd.
Novus Financial Services Ltd. Investment ManagersFinance Provides financial advisory services | Director/Board Member | - |
Sterling Trust Financial Consulting Ltd.
Sterling Trust Financial Consulting Ltd. Investment ManagersFinance Provides independent financial services | Director/Board Member | - |
Sterling Trust Professional Ltd.
Sterling Trust Professional Ltd. Life/Health InsuranceFinance Provides life insurance services | Director/Board Member | - |
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Former positions of Peter Coleman
| Companies | Position | End |
|---|---|---|
| ░░░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
| ░░░ ░░░░░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
| ░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
| ░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░ | ░░░░░ ░░░░░░░░░ ░░░░░░░ | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 16 |
|---|---|
Quilter Financial Planning Solutions Ltd.
Quilter Financial Planning Solutions Ltd. Investment ManagersFinance Provides independent financial advice | Finance |
KW Investment Management Ltd.
KW Investment Management Ltd. Investment ManagersFinance KW Investment Management focuses on protecting the long-term value of their clients’ wealth. The firm manages growth whilst carefully protecting against risk. | Finance |
Xcap Nominees Ltd.
Xcap Nominees Ltd. Regional BanksFinance Acts as a nominee/trust/depository | Finance |
EIM Nominees Ltd.
EIM Nominees Ltd. Regional BanksFinance Acts as a nominee/trust/depository | Finance |
IBOSS Ltd.
IBOSS Ltd. Investment ManagersFinance IBOSS Ltd. is a British company. The private company is located in the UK. | Finance |
Aim Independent Ltd.
Aim Independent Ltd. Investment ManagersFinance Provides financial advisory services | Finance |
Kingswood Holdings Ltd.
Kingswood Holdings Ltd. Investment ManagersFinance Provides financial planning and investment management services | Finance |
Joseph R. Lamb Independent Financial Advisers Ltd.
Joseph R. Lamb Independent Financial Advisers Ltd. Investment ManagersFinance Provides financial advisory services | Finance |
Sterling Trust Financial Consulting Ltd.
Sterling Trust Financial Consulting Ltd. Investment ManagersFinance Provides independent financial services | Finance |
Sterling Trust Professional Ltd.
Sterling Trust Professional Ltd. Life/Health InsuranceFinance Provides life insurance services | Finance |
Regency Investment Services Ltd.
Regency Investment Services Ltd. Investment ManagersFinance Provides financial advisory services | Finance |
Youth Adventure Trust
Youth Adventure Trust Miscellaneous Commercial ServicesCommercial Services Operates as a non profit organization that supports to empower young people | Commercial Services |
Allotts Financial Services Ltd.
Allotts Financial Services Ltd. Financial ConglomeratesFinance Provides financial intermediation services | Finance |
IBOSS Asset Management Ltd.
IBOSS Asset Management Ltd. Investment ManagersFinance IBOSS Asset Management’s philosophy is centered on constructing highly diversified portfolios aimed at outperforming their benchmarks with minimal volatility and across various periods; seeking to balance performance with risk, especially in volatile markets. | Finance |
KW Wealth Planning Ltd.
KW Wealth Planning Ltd. Financial ConglomeratesFinance Operates as a wealth and investment management firm | Finance |
Novus Financial Services Ltd.
Novus Financial Services Ltd. Investment ManagersFinance Provides financial advisory services | Finance |
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