Adrian S. Lowcock

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.

Tilney Investment Management Ltd. provides investment advisory services. The firm caters to private investors interested in managing their wealth on behalf of their families, businesses, and for personal or philanthropic ventures. It provides access to investment products, including some developed for institutional clients, such as cash, equities, bonds, mutual funds, structured products and derivatives, foreign exchange and commodities, hedge funds, private equity, and real estate. The company was founded in 1836 and is headquartered in London, the United Kingdom.

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.

EQ Investors Ltd. is a privately-held investment management firm headquartered in London, UK. Founded in 2010, the firm provides financial advice and investment management services to individuals, small businesses and charitable endowments.

Part of Pk Group Ventures Ltd., PK Wealth Ltd. is a specialist wealth management service provider that uses a rigorous methodology. The company is based in Richmond, UK. PK Group Ltd., the British parent company, is a leading firm of Tax Advisers, Wealth Managers, Accountants and Financial Planners that offers a range of services to help businesses safeguard and grow. PK Wealth was founded in 2014 and the CEO is Patrick William Kennedy.

Part of OCM Luxembourg EPF III Tie Holdings Sarl, CPL Topco Ltd. is a British company that provides financial advisory services. The company is based in Reading, UK. CPL Topco was founded in 2017.

Ascot Lloyd Plc engages in the provision of financial planning and investment advice. The company was founded by Richard Thomas Dunbabin and Patrick O’Hara in 2004 and is headquartered in Wokingham, the United Kingdom.

C. Le Masurier Ltd. operates public houses and sells beer. The private company is based in St. Helier, UK.

Hawksford Trust Co. Jersey Ltd. provides a range of services and solutions to and for trusts, private clients and business. It offers real estate structuring, islamic financing, employee solutions, fund administration and trust formation services. The company was founded in 1963 and is headquartered in Jersey, the United Kingdom.

IPSX Group Ltd. provides financial intermediary services. The company was founded in 2014 by Anthony Gahan, Cyril Théret and Ian Axe and is headquartered in London, the United Kingdom.

Leeds Castle Foundation is a historical site that showcases the lives of those who owned and commanded Leeds Castle throughout generations. The non-profit company is based in Maidstone, UK, and has subsidiaries in the United Kingdom. The restoration and conservation projects of the castle are essential in preserving its unique history for future generations. The foundation also hosts a variety of events throughout the year, making it an exciting destination for visitors. The British company was founded in 1974, and Helen Bonser-Wilton has been the CEO of the company since 2021.

Rawlinson & Hunter Ltd. is an international group of professional firms that provides financial and taxation advice. Rawlinson & Hunter is based in London, UK, and has subsidiaries in the United Kingdom and British Virgin Islands. The British company was established in 1933 by Alfred Rawlinson and Robert Hunter. Rawlinson & Hunter aims to deliver high-quality advice and client experience across various service areas. The private company helps financially successful families monitor their assets and wealth, which can be challenging due to the increasing diversity of investment products.

Society of Trust & Estate Practitioners Ltd. operates a professional association for practitioners. The non-profit company is based in London, UK. and has subsidiaries in Cyprus and Hong Kong. It was founded in 1991 by George Tasker. Mark Walley has been the CEO of the British company since 2019.

ACOLIN Fund Services AG engages in the distribution of domestic and foreign collective investment schemes. It also offers financial products and consulting services. The company was founded on January 31, 2018 and is headquartered in Zurich, Switzerland.

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.

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.

Capital Professional Ltd. provides financial advisory services. It specializes in financial planning, employee benefits, pensions, estate planning, investments, tax planning, retirement planning, and inheritance tax. The company was founded on March 30, 2011 and is headquartered in Reading, the United Kingdom.

Part of Stockland, Stockland (UK) Development Ltd. is a British company that develops and invests in retail and commercial property. The company is based in London, UK.

The New Zealand Guardian Trust Co Ltd. provides professional trustee services to corporate, personal and philanthropic clients across New Zealand. It acts as a trustee for debt and note issuance, unit trusts, superannuation schemes, KiwiSaver schemes, and securitization programs. The firm also acts as an escrow agent services for mergers and acquisitions, project financing, private equity, capital market transactions, liquidations and workouts, court case settlements, and intellectual property. The company was founded in 1882 and is headquartered in Auckland, New Zealand.

Part of van Eyk Research Pty Ltd., Perpetual Trust Ltd. is a financial services provider. The company is based in Christchurch, New Zealand.

Complectus Ltd. provides investment services. The company was Founded by Andrew Barnes and is headquartered in Auckland, New Zealand.

Paysauce Ltd. engages in the development of accounting platform. Its application Paysauce is a mobile application for payroll management system for businesses. The company was founded by Asantha Wijeyeratne and Troy Tarrant in January 2015 and is headquartered in Lower Hutt, New Zealand.

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.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year.

The Standard Life Assurance Co. Ltd. provides life assurance, annuity, health insurance, and financial services. The company was founded in 1923 and is headquartered in Edinburgh, UK.