KBW Associates Ltd was placed into liquidation in November 2018.

The information on the company’s website stated that it provided its clients with a personal and tailored managed service for trading accounts, as well as providing an advised service.

Closure Of Fund Management Services

This follows a series of other liquidations, which included companies like Beaufort Securities, Full Circle Asset Management (FCAM), Horizon Stockbroking, and Greyfriars. All of these companies offered discretionary fund management (DFM) services.

Claim Compensation

Anyone that put funds into any of KWB’s products, like self-invested personal pensions (SIPPs), options, futures, foreign exchange, equities, or contracts for difference (CFD), and lost money as a result, then you need to act now. You should do this even if it is the case that you’ve already sent a complaint to the Financial Ombudsman Service to review.

Our expertise lies in reviewing cases like yours and then progressing claims for compensation. We do this on a no-win, no-fee basis. If it ever happens that your case cannot be progressed, we will make you aware of this and close it down for you at no charge.

As part of our investigation, we might find that the product(s) sold to you was only suitable for high-net-worth individuals or sophisticated investors and, so, was missold to you.

You should contact us right away to talk through your case and if we find it to be true that KBW Associates didn’t adhere to the required regulations and rules, then you might be able to claim compensation.

Call us now for a phone or video consultation with one of our legal experts on 0800 041 8358 to find out if you are entitled to compensation, you may even be entitled to additional compensation if you have successfully claimed in the past.