Lyndsey V. Fraser

Evelyn Partners Investment Management Services Ltd. (Evelyn Partners IMS) is the investment management subsidiary of Bestinvest (Holdings) Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Formerly known as Tilney Investment Management Services Ltd., the firm was founded by John Spiers in 1986 and was previously owned by global private equity and venture capital firm 3i. Headquartered in London, Evelyn Partners IMS provides a range of services such as discretionary investment management, mortgage and general insurance for UK private individuals, charities, pension funds, investment trusts and companies.

Blankstone Sington Ltd. is an investment management and British advisory company that has been managing clients' savings and investments since 1976. The private company is based in Liverpool, UK, and has subsidiaries in the United Kingdom. Blankstone Sington has requested a voluntary agreement from the Financial Conduct Authority (FCA) to restrict how it carries out its investment business due to the loss of several experienced staff who cannot easily be replaced. The company is actively recruiting for replacement staff, and the voluntary restrictions took effect on November 16, 2021. Despite the restrictions, clients' money and assets remain safe and are being held in full accordance with the FCA's rules.

Benchmark Capital Ltd. provides investments advisory services in technology companies. The company is headquartered in Horsham, the United Kingdom.

Tilney Discretionary Portfolio Management Ltd. (TDPM) is the asset management subsidiary of Violin Bidco Ltd., which is ultimately held by Alexlux SARL. The firm is headquartered in London and was founded in 1964. TDPM provides financial planning and advisory for private individuals, families, charities and professionals.

Schroder & Co., Ltd. is the international private banking subsidiary of Schroder Wealth Holdings Ltd., ultimately held by Schroders Plc (LON: SDR) in Great Britain. The firm is headquartered in London and was founded in 1988. Schroder & Co. provides investment management services to high-net worth individuals and their families. They offer comprehensive wealth management services, including alternative investments and absolute return products, complemented by banking and fiduciary services.

Scottish Widows Schroder Wealth Holdings Ltd. provides wealth management services. The company was founded on December 11, 2018 and is headquartered in London, the United Kingdom.

Bramham Gardens Investments Ltd. is a British investment company that specializes in designing artificial intelligence-powered investment strategies for investors with a low risk tolerance. Bramham Gardens Investments is based in London, UK. The private company spends more than three years building new strategies and has a team of hard-working French PhDs who screen markets to grasp the dynamics of investor attitudes. The company works with leading players such as index providers and asset managers, and use machine learning as a source of fee shrinkage. The company has a strong focus on risk management and offers services such as creating performance in a unique manner for risk-minded investors, building the investment story behind products, construction of indices, bespoke investment strategies, and risk management overlays.

Towry Holdings Ltd. provides financial advisory and investment management services. The firm’s solutions include lifetime financial plan, pension and retirement planning, managing investment risk, discretionary investment management and advisory portfolio management services. The company was incorporated on May 21, 2003 and is headquartered in Bracknell, the United Kingdom.

BNP Paribas Asset Management Europe SAS (BNP Paribas France) is the investment management subsidiary of BNP Paribas SA (EPA: BNP). Headquartered in Paris, the firm was founded in 1980. BNP Paribas France provides discretionary and pooled investment management for French and international private individuals, companies and institutions.

LGT Wealth Management UK LLP (LGT WM UK) is the wealth management subsidiary of LGT UK Holdings Ltd., which is owned by LGT Group Foundation (LGT) in Liechtenstein. Previously known as Vestra Wealth LLP and as LGT Vestra LLP, the firm was founded in 2007 by Matthew Evans, Andrew Sims, David Scott and Ben Snee. In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in the firm, primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT WM UK. Headquartered in London, LGT WM UK provides wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (EEA).

Barclays Bank Plc (Private Banking) (BPB-UK) is the private banking division of Barclays Bank Plc, itself a subsidiary of Barclays Plc (LSE: BARC, ADR: BCS) in Great Britain. Founded in 1971, Barclays-PB is headquartered in London and offers wealth management products and services to high-net worth individuals, families and charities.

Credit Suisse (UK) Ltd. (Credit Suisse-UK) is the Great Britain-based private banking subsidiary of Credit Suisse AG, itself a subsidiary of Credit Suisse Group AG (SWX: CSGN; NYSE: CS) in Switzerland. Headquartered in London, Credit Suisse-UK was founded in 1986 and provides a broad range of private banking solutions and customized financial strategies for private clients.

Oxford Risk Research & Analysis Ltd. is a leading British fintech company that specializes in behavioral finance. The company is based in London, UK. The company offers a comprehensive suite of suitability tools that provide hyper-personalized advice for investor management to wealth managers, robo-advisers, banks, and pension providers. The company uses an advanced quant risk model to determine the long-term risk of any fund or portfolio, providing a robust and reliable solution for mapping investors' risk profiles to suitable investments. The company was founded in 2002, and the CEO is Marcus Quierin.

Evelyn Partners Asset Management Ltd. (Evelyn Partners) is the asset management subsidiary of Evelyn Partners Group Ltd., which is ultimately held by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 2003 as Ingenious Asset Management Ltd. and change their name to Tilney Asset Management Ltd. in 2016 and subsequently became Evelyn Partners Asset Management Ltd. in 2022. Headquartered in London, Evelyn Partners provides discretionary investment management services to high-net-worth individuals and families (retail clients), companies, charities, trusts and financial intermediaries on a discretionary basis.

Raymond James Investment Services Ltd. (RJIS) is the Great Britain-based private client wealth management arm of Raymond James Financial, Inc. (NYSE: RJF) in the US. Founded in 1999, the firm is headquartered in London and provides wealth management services and support to investment managers, stockbrokers and investment-focused financial planners in the UK which service high-net worth investors. RJIS also provides mandates for charities and pension funds.

Deutsche Private Asset Management Ltd. (DPAM) is part of the private wealth management business of Deutsche Bank AG in the UK. Based in London, DPAM originated in 1987 and was previously known as Morgan Grenfell Trust Managers (1992-1999), Deutsche Investment Trust Managers (1999-2004) and DWS Investment Trust Managers (2004-2007). DPAM is part of the RREEF brand, which covers the real estate and infrastructure, private equity and hedge fund businesses within the asset management activities of Deutsche Bank.

Kyte Broking Ltd. is a wholly-owned subsidiary of the Kyte Group, which was founded in 1985 by David Kyte, one of the first own-account traders on LIFFE-London International Financial Futures Exchange. The group evolved into a diversified financial services provider active in proprietary trading, global derivatives, futures, options and CFD's as well as blue-chip fund management. Established in 1992, Kyte Broking is a brokerage firm based in London. Their clients include banks, hedge fund managers and market makers.

Seven Investment Management LLP (7IM) is the investment management subsidiary of Great Britain-based 7IM Holdings Ltd. The firm was founded by Tom Sheridan, Justin Urquhart Stewart and their team in 2002. Headquartered in London with additional offices in Edinburgh and Jersey, 7IM provides discretionary investment management services, a platform and a range of funds and model portfolios to professional advisers, wealth managers, individuals, charities and pension funds. They invest their own pension capital into the same investment strategies as those of their clients.

Argan Capital Advisors LLP (Argan Capital) is an private equity firm founded in 1999 by Lloyd Craig Perry and Carlo Giovanni Mammola. The firm is headquartered in London.

Pure Salmon Pte Ltd. builds and operates vertically integrated aquaculture production and processing facilities. It operates salmon production plants using land-based recirculating aquaculture system (RAS) technology. The company is headquartered in Singapore.

8F Asset Management Pte Ltd. (8F Asset Management) is a venture capital firm founded in 2016 by Stephane Farouze and Karim A. Ghannam. The firm is headquartered in Singapore.

Bestinvest (Holdings) Ltd. operates as a holding company with interests in investment advisory and management services. It offers services through its subsidiaries. The firm also provides financial planning, insurance broking and wealth management services. The company was founded on May 28, 1997 and is headquartered in London, the United Kingdom.