Caroline Lyons

Coutts Group provides commercial banking and financial services. Its services include mortgage and payment processing, loan application, accounting solutions, tax preparation, financial analysis, insurance, and payroll processing services to its clients. The company was founded in 1692 by John Campbell and is headquartered in London, UK.

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.

Part of Prudential Plc, Prudential Unit Trusts Ltd. provides insurance services. The company is based in London, UK.

Part of Smith & Williamson Holdings Ltd., NCL Investments Ltd. is a British company that provides financial advisory and stock broking services. The company is based in London, UK and was founded in 1985.

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.

Smith & Williamson Holdings Ltd. provides financial advisory services for private individuals, corporations, and non-profit organizations. It offers personal financial planning, private client tax, personal insolvency, assurance and accounting, business tax, pensions and employee benefits, restructuring and recovery, transaction and valuation, and other related services. The company was founded in 1881 and is headquartered in London, the United Kingdom.

Part of M & G Plc, The Prudential Assurance Co. Ltd. is a British company that provides multi-line insurance services. The company is based in Belfast, UK. The company was founded in 1881. Clare Jane Bousfield has been the CEO of the company since 2016. The Prudential Assurance Co. was acquired by Mutual Life Assurance Co. of Canada from Prudential Plc on March 01, 1995.

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.

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.

Tilney Financial Planning Ltd. provides financial advice and investment management services. The company was founded in 1958 and is headquartered in Bracknell, the United Kingdom.

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.

Part of Smith & Williamson Holdings Ltd., Smith & Williamson Services Ltd. is a British company that provides accounting, auditing, and tax preparation services. The company is based in London, UK.

RBS Asset Management Ltd. (RBSAML) is the Great Britain-based investment advisory subsidiary of Royal Bank of Scotland Plc, itself a subsidiary of state-owned Royal Bank of Scotland Group Plc. (LSE, ADR: RBS) in Edinburgh, Scotland. Established in 2004, the firm is located in London and provides a range of traditional and alternative asset class investments including credit, private equity, funds of hedge funds and multi-manager strategies to institutional investors such as private banks, financial institutions, family offices, charities, asset management firms and government bodies.

Octopus Capital Ltd. engages as an investment firm. It invests in renewable energy, healthcare, and property sectors. The company was founded by Simon Andrew Rogerson and Christopher Robert Hulatt in 2000 and is headquartered in London, the United Kingdom.

The Boston Consulting Group Ltd. provides management consulting services. Its capabilities includes corporate development and finance, postmerger integration, digital economy, risk management, globalization, strategy, innovation, growth, sustainability, marketing and sales, technology, operations, turnaround and transformation and people and organization. The company was founded in 1963 and is headquartered in London, the United Kingdom.

First Alternative Ltd. was founded in 1997 and operates as a British dormant company. The company is based in Halifax, UK and ultimately controlled by the The Solicitor for the Affairs of Her Majesty's Treasury.

Tilney Asset Management Services Ltd. (Tilney AM) is the asset management subsidiary of Ashcourt Holdings Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Founded in 1993 as Ashcourt Rowan Asset Management Ltd., the firm was acquired by Towry Holdings and changed their name to Towry Asset Management in 2016. They became Tilney Asset Management Services Ltd. in 2017. Headquartered in London, Tilney AM offers a range of services such as financial planning, investment management and advice to private investors, charities and professional intermediaries.

Blenheim Chalcot Management Ltd (Blenheim Chalcot) is a venture capital founded in 1998 by Manoj Kumar Badale and Charles Stuart Mindenhall. The firm is headquartered in London, United Kingdom with offices in Nottingham, Florida, Mumbai and Cape Town.

The Prudential Assurance Co. Ltd. (Life & Pension Funds) (PRU-LP) is the life insurance and pension fund division of The Prudential Assurance Co Ltd., a subsidiary of Mutual Life Assurance Co. of Canada in Canada. Headquartered in London, PRU-LP was founded in 1881 and provides a range of life insurance, general insurance, employee benefits, and investment linked insurance products.

Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations.

Prudential UK & Europe provides insurance services. The private company is based in London, UK.

Modulr Holdings Ltd. is an investment holding British company founded in 2015. The private company's description states that it functions as an investment holding company.

Modulr Fs Ltd. provides electronic payment processing services. The private company is based in London, UK and was founded in 2015.

Resolution Life Group Holdings LP operates as a life insurance company. It focuses on the acquisition and management of portfolios of life insurance policies. The company was founded by Clive Cowdery in 2003 and is headquartered in Hamilton, Bermuda.

Modulr Finance Ltd. provides platform that simplifies complex payment flows. The firm specializes in payments, FinTech and business banking. its services include automated pay-out, simplified pay-in and customer accounts. The company was founded by Myles Stephenson and is headquartered in London, the United Kingdom.

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.

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

Resolution Life Group Holdings Ltd. provides life insurance services. The company is headquartered in Hamilton, Bermuda.

Helpage International UK was founded in 2012 and provides individual and family services. The non-profit company is based in London, UK.

Part of Smith & Williamson Holdings Ltd., Evelyn Partners Investment Services Ltd. is a leading integrated wealth management and professional services group based in London, UK. Evelyn Partners' experts provide professional advice to help clients structure their finances tax-efficiently and use available tax allowances. The British company also offers transformation and optimization services to enhance profit, strategy, and performance. The company specializes in wealth, accountancy, and business advisory services and has been in operation since 1836. The company was founded in 1970. The CEO is Christopher Kevin Woodhouse.

Skerritts Consultants Ltd. is an independent financial advisory and wealth management firm based in Brighton and Hove, UK. The British company provides lifelong financial advice to help clients achieve their long-term financial objectives. Skerritts is authorized and regulated by the Financial Conduct Authority and holds chartered financial planning and discretionary investment manager status. The private company offers friendly, impartial advice on a range of financial solutions tailored to meet specific needs through a team of highly qualified and professional financial advisers. Skerritts has won several awards and accreditations, including the New Model Adviser Award and Corporate Chartered Financial Planners status. The company was founded by Richard James Skerritt, and the CEO is Paul W. Feeney.