Stuart Holness
Partnerships Director @Kinvault
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WORK HISTORY
Partnerships Director @Kinvault
Kinvault is a SaaS platform addressing a deeply underserved, high-impact problem in UK.It allows clients to manage life events and financial affairs, while on death helping the vulnerable and bereaved navigate the maze of financial and administrative challenges.It helps financial institutions support clients during life’s key moments, especially bereavement. Streamlining estate handover, increasing AUM retention, client acquisition, reducing costs and ensures compliance with FCA Consumer Duty.Financial institutions lack the processes and tools to support clients through life and death events - especially bereavement - resulting in lost assets, broken trust, and underserved families at their most vulnerable moments.Manual processes, fragmented data, and regulatory pressure expose banks to risk, while vulnerable customers face financial chaos and uncertainty. With intergenerational wealth transfer accelerating, the absence of modern infrastructure to move information and assets clearly and compassionately is a systemic problem.Kinvault is a SaaS platform that digitises the flow of key life and estate information - empowering banks to better serve customers during critical life events and their families on death. It enables seamless estate handover, life-event tracking, and secure data sharing to reduce loss and improve outcomes.Kinvault helps retain AUM, meet regulatory duty, and engage the next generation. It transforms a once-ignored process into a scalable solution that improves how money, assets, and information move across lives.
EDUCATION
LIBF
CeMap, Finance, General
ABOUT STUART HOLNESS
I help Financial Services businesses build partnerships that deliver real outcomes, for their clients, their balance sheets, and the next generation of customers they need to retain.Nearly 20 years across Financial Services, estate planning, legal services, and mutual organisations has given me a clear view of a persistent gap: when clients go through life’s most critical moments, bereavement, estate settlement, wealth transfer, most institutions simply aren’t equipped to support them. The tools, processes, and infrastructure haven’t existed. Until now.I’m Partnerships Director at Kinvault, a SaaS platform that digitises the flow of life and estate information, enabling financial institutions to guide clients through bereavement and life events with clarity and compassion. The outcomes are tangible: assets retained, regulatory duties met, next-generation relationships built.With the largest intergenerational wealth transfer in history underway, this isn’t a nice-to-have. It’s a structural need, and a significant commercial opportunity for the firms that move early.My background spans IFA Networks, Wealth Management, Mortgage & Protection networks, Building Societies, Mutual Organisations, Friendly Societies, Co-operatives and Estate Planning — with CeMAP qualifications, FCA compliance experience, and a track record of scaling partnership programmes from the ground up.If you’re exploring how your business can better support clients through life events while strengthening retention and meeting Consumer Duty obligations, I’d welcome a conversation.
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