Martha Travers Veress

Société Générale Private Wealth Management SA (SGPWM-LU), is the wholly-owned Luxembourg-based subsidiary of Société Générale Bank & Trust, itself a subsidiary of Société Générale SA (PA: GLE, ADR: SCGLY) in France. Formerly known as Société Générale Bank & Trust (Luxembourg), the firm was established in 1893 by SOGENAL (Société Générale Alsacienne de Banque) and operates as the Luxembourg branch of the parent group's worldwide private banking division. SGPWM-LU provides private banking services including financial engineering and access to an open architecture structure. They manage discretionary accounts and offer investment advisory services. The firm's clientele is international and includes high-net worth individuals, corporate clients (including regional and multinational groups) and institutions such as insurance and reinsurance companies, asset managers and European Union bodies.

Société Générale Private Banking (Monaco) SAM (SGPB Monaco) is a private banking firm headquartered in Monaco. The firm was founded in 1996 and is a subsidiary of Société Générale Luxembourg. SGPB Monaco provides wealth management and financial solutions to local entrepreneurs as well as a wealthy and international clientele.

Credit Suisse Asset Management (Schweiz) AG (CSAM Schweiz) is the asset management subsidiary of Credit Suisse AG, ultimately owned by Credit Suisse Group AG (SWX: CSGN, ADR: CS) in Switzerland. Founded in 2017, the firm is headquartered in Zurich and manages collective investment schemes for institutional and individual clients.

Swisscanto Fondsleitung AG (Swisscanto) is the wholly-owned fund management subsidiary of State-owned Zurcher Kantonalbank in Switzerland. Formerly known as Swissca Fondsleitung AG, the firm was founded in 1993 as a joint venture between the Swiss Cantonal Banks. Headquartered in Zurich, Swisscanto provides fund management services for the entire Swisscanto Invest fund range and also for various private label funds. Their clients include banks, pension funds, insurance companies, fund management companies and investment foundations.

AXA Investment Managers UK Ltd. (AXA IM-UK) is the UK-based investment subsidiary of AXA Framlington Group Ltd., itself a subsidiary of AXA SA (XP: CS, ADR: AXAHY) in France. The firm is headquartered in London and was founded in 1979. AXA IM-UK manages a diverse range of pooled funds and offers tailor-made investment products for liability management. They specialize in institutional pension fund management and individual retirement savings products.

Pictet Asset Management SA (Pictet AM) is the asset management subsidiary of Pictet Asset Management Holding SA, ultimately held by Banque Pictet & Cie in Switzerland. Established in 1967, the firm is headquartered in Geneva with investment management centers in Zurich, London, Singapore and Tokyo. They also have marketing client service centers in major cities worldwide. Pictet AM manages a range of equity, fixed income, alternative and multi asset products. They provide specialist investment services through segregated accounts and investment funds to some of the world’s largest pension funds, financial institutions, sovereign wealth funds, intermediaries and their clients. Pictet AM is a responsible investor and signatory to the UN Principles for Responsible Investment.

De Pury Pictet Turrettini & Cie SA (PPT) is an independent Swiss asset management firm which was founded in 1996 by David de Pury, Guillaume Pictet and Henri Turrettini to provide asset management, estate advisory and family office services for individual and institutional clients.^ Based in Geneva, the firm has substantial expertise in socially responsible investment, building and optimizing a sustainable portfolio where environmental, social and governance dimensions are integrated into the analysis and management process.

Synpulse Schweiz AG provides management consultancy services. The company is headquartered in Zürich, Switzerland.

Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services.

Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices.

Schweizerische Rückversicherungs-Gesellschaft AG (Invt Port) (Swiss Re IP) is the investment portfolio division of Schweizerische Rückversicherungs-Gesellschaft AG (Swiss Reinsurance Co., Ltd.) itself a subsidiary of Swiss Re AG (SW: SREN) in Switzerland. Based in Zurich, the Swiss Re Group was established in 1863 and provides wholesale reinsurance, insurance and other insurance-based forms of risk transfer to insurance companies, corporations and public sector entities. Swiss Re IM optimizes risk-adjusted investment returns within defined risk limits for the Group’s Business Units, Reinsurance, Corporate Solutions and Admin Re. They are a socially responsible investor which has a strategic approach in place to define and drive key activities across the firm. They have a special focus on climate change and are a signatory to the UN Global Compact.

SG Kleinwort Hambros Ltd. engages in the provision of investment services. The company was founded by on November 24, 1997 and is headquartered in London, the United Kingdom.

Alpinum Investment Management AG (Alpinum) is an independent Swiss asset management firm which was established in 2014 as a spin-off of a global wealth manager. Located in Zurich, the firm manages assets for family offices and wealth managers across a number of diversified strategies. Their investment funds are domiciled in Luxembourg, Liechtenstein and Switzerland.

Stanhope Capital LLP /Private Equity/ (Stanhope Capital) is a private equity firm, a subsidiary of Stanhope Capital LLP founded in 2004. The firm is headquartered in London, United Kingdom.

Part of Société Générale SA, Société Générale Securities Services SA is a company based in Luxembourg, Luxembourg. SGSS offers its customers, financial institutions and brokers, management companies, insurers and businesses, solutions adapted to their needs. SGSS provides financial institutions and brokers, asset managers and insurers, and corporates with a full range of securities services adapted to the latest market trends. Jeanne Flament Duvoux has been the CEO of the Luxembourger company since 2006.

BNP Paribas (Suisse) SA (BNP Paribas-Switzerland) is a private banking firm headquartered in Geneva, Switzerland. The firm was founded in 1872 and is a subsidiary of BNP Paribas SA (EPA: BNP) in France. BNP Paribas-Switzerland provides wealth management services to corporates, institutions and private clients.

Part of Financière SYZ SA, Oyster Asset Management SA is a Luxembourger company that provides fund management services. The company is based in Luxembourg, Luxembourg. The company was founded in 2001. The CEO is Katia Coudray Cornu.

Bank Vontobel AG (BV), formerly known as Bank J. Vontobel & Co AG, is a Zurich-based private bank. Established in 1924, BV is a wholly-owned subsidiary of Vontobel Holding AG (SW: VONN) and has offices in Geneva, New York, Frankfurt, Milan, Vienna and Luxembourg. The bank is VONN's private banking arm. In 2006 BV acquired the brokerage and corporate finance activities of Lombard Odier Darier Hentsch, which were integrated into their investment banking subsidiary, Vontobel Equity Research. BV specializes in financial consulting, research and wealth management via mutual funds, hedge funds, derivatives and special products for institutions, pension funds, corporates, high net-worth individuals, family offices and private individuals

Union Bancaire Privée, UBP SA (UBP) is the private banking subsidiary of CBI Holding SA in Switzerland. Headquartered in Geneva, the firm was founded in 1969 by Edgar de Picciotto as Compagnie de Banque et d'Investissements (CBI). They merged with TDB-American Express Bank to create Union Bancaire Privée SA in 1990 and in 2011 acquired the Swiss wealth management subsidiary of ABN AMRO. UBP is an asset management specialist which provides wealth management services for private and institutional clients.

Woodman Asset Management AG (Woodman) is an independent investment boutique headquartered in Zug, Switzerland. The firm was founded by Daniel Aaxman in 2011. Woodman provides wealthy individuals & family offices with wealth management services and access to core, niche & sustainable investment strategies.

ABRIAS Investment Management AG (AIM) is the asset management subsidiary of ABRIAS AG in Switzerland. Founded in 2006 by Adolf Bründler. the firm is based in Zug and manages institutional equity mandates and Luxembourg-domiciled funds for high-net worth individuals, family offices and institutional clients.

Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals.

Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors.

Zürcher Kantonalbank (Investment Management) (ZKB-IM) is the investment management division of Zürcher Kantonalbank, a Swiss full-service bank headquartered in Zurich. Founded in 1870, ZKB-IM performs the bank's investment activities, including financial advisory services, research, trading, and asset management. The asset management division provides investment solutions for institutional, corporate and private clients, managing discretionary mandates and the ZKB range of mutual funds. Their mission includes fostering economic growth in the Canton of Zurich.

Credit Suisse Securities Europe Ltd. (Switzerland) is the Swiss broker/dealer division of Credit Suisse Securities Europe Ltd. in Great Britain. They are ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Headquartered in Zurich, the firm offers equities and fixed income sales and trading services, and provides access to a range of debt and equity securities, derivative products and financing opportunities across the capital spectrum for corporate, sovereign and institutional clients.

Kieger AG is a specialist healthcare asset manager that designs and manages diversified multi-asset portfolios utilizing a broad range of asset classes and thematic investment products. Kieger is based in Zurich, Switzerland, and has subsidiaries in Switzerland and Luxembourg. The Swiss company has a long-standing history of investing in "mittelstand" companies and leading private equity funds worldwide. Kieger has one of the first private equity fund of funds dedicated to healthcare. The company was founded in 2000 by Andrea Broggini, and Pascal Mischler has been the CEO of the company since 2022.

Part of Société Générale SA, Société Générale Luxembourg is a multi-expertise banking group based in Luxembourg, LU. Société Générale Luxembourg is committed to providing security, transparency, and unparalleled expertise to its clients. Société Générale Luxembourg is a responsible bank, chosen for its commitment to diversity and inclusion, and for its contribution to sustainable and profitable development through positive impact finance and socially responsible investments. With foreign subsidiaries in Switzerland and other locations, the Luxembourger company has been at the heart of Europe for over 130 years. The company's teams work with clients to structure innovative solutions to accelerate their international development and achieve their ambitions. The CEO of the company is Véronique de la Bachelerie.

GAM Investment Management (Switzerland) AG (GAM Switzerland) is an asset management firm headquartered in Zurich, Switzerland. The firm was founded in 1983 and is owned by GAM Holding AG (SWX: GAM, ADR: GMHLY). GAM Switzerland provides active investment solutions and products for institutions, financial intermediaries and private investors.

Société Générale Gestion SA (S2G) is the wholly-owned asset management subsidiary of Amundi Asset Management SA, itself a subsidiary of Crédit Agricole SA (EPA: ACA, ADR: CRARY) in France. The firm was founded in 2006 and is headquartered in Paris. They are the successor to SGAM-Société Générale Asset Management SA, founded in 1997 to take over the asset management activities of Société Générale. In 2009 SGAM absorbed their alternative management subsidiary, Barep Asset Management SA. S2G has specific expertise in employee savings plan management and manages discretionary accounts as well as a range of comingled products. Their clients are French companies and institutions, including associations.

Part of Platinum L.P. Guernsey Ltd., SG Investment Management Ltd. is a British company that provides investment management services. The company is based in London, UK. SG Investment Management was acquired by Tilney (Holdings) Ltd. from Investec 1 Ltd. on June 13, 2003.

Part of Société Générale SA, Execution Services Group Ltd. is a holding British company with interests in online securities brokerage services. The company is based in London, UK.

Stanhope Capital (Switzerland) SA (Stanhope Capital) is a wealth management and advisory firm headquartered in Geneva, Switzerland. The firm was founded by Nicole Curti in 2008 and is owned by Stanhope Capital Group SA. They provide asset management and advisory services to private clients, corporations and non-profit organizations. Stanhope Capital is a signatory to the UN Principles for Responsible Investment (UNPRI).