Ian Allan Johnston

Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients.

Aspinalls Group Ltd. provides financial planning services. It offers tax strategies, investment services, and risk management. The company was founded by David Aspinall and is headquartered in London, the United Kingdom.

Butterfield Mortgages Ltd. is the wholly-owned subsidiary of The Bank of N.T. Butterfield & Son Ltd. (NYSE: NTB) in Great Britain. Created in 2004 when merchant bank Leopold Joseph merged with the Bank of N.T. Butterfield & Son Ltd. The bank is located in London and provides full private banking and treasury services, internet banking, wealth management and fiduciary services to high-net worth individuals and privately-owned businesses.

Adam & Co. Investment Management Ltd. (AIM) is an investment management firm headquartered in Edinburgh, Scotland. The firm was founded in 1983 by a group of influential Scottish business people. They were acquired by Canada-based Canaccord Genuity Group, Inc. (TSE: CF) from The Royal Bank of Scotland plc (LON: RBS, NYSE: RBS) in 2021. AIM offers asset management services to asset managers, pension funds, banks, foundations, insurance companies and family offices.

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

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.

Hargreaves Property Holdings Ltd. is a British company committed to incorporating environmental, social, and governance factors into its decision-making and operations. The private company is based in Littlehampton, UK, and has subsidiaries in the United Kingdom. The company has identified its focus areas through an ESG materiality assessment and has a portfolio of over 2 million square feet of commercial property in prime locations in the East of England. The company specializes in offices, logistics, retail warehouse, industrial, and trade counter premises. ft. of commercial property and over 100 residential units. Hargreaves Group was founded in 1964 as a private investment and development company, and it holds a mixed portfolio of over 2,000,000 sq.

Lombard Odier Europe SA (United Kingdom) (Lombard UK) is the Great Britain-based asset management division of Lombard Odier (Europe) SA, ultimately held by Compagnie Lombard Odier SCmA in Switzerland. Headquartered in London, the firm was founded in 2013 and provides wealth management and discretionary asset management to private and institutional clients.

Part of Hargreaves Property Holdings Ltd., Hargreaves Estates Ltd. provides property investment and development services. The company is based in Rustington, UK. The British company was founded in 1964. The CEO is Alastair Neil Skinner.

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.

Fiorucci Holdings Ltd. is a fashion company that was founded in 1965 and is based in London, UK. The British company's main focus is on creating and selling a variety of fashion items such as jeans, t-shirts, sweatshirts, jackets, shoes, and accessories. Customers can shop for these items on the private company's official website, fiorucci.com.

Part of Commerzbank AG, Kleinwort Benson, Inc. is a security brokers, dealers, and American flotation company.

Pathstore Ltd. provides business support services. The private company is based in London, UK. The British company was founded in 2001.

Newincco 1358 Ltd., also known as Style Analytics, is a British company that provides factor and ESG analytics to investment managers. The private company is based in London, UK. The company is now a part of Investment Metrics and serves some of the largest investment managers in the industry.

Guy''s & St Thomas'' Charity operates as an independent, place-based foundation. It works with Guy’s and St Thomas’ NHS Foundation Trust and others to improve the health of people in the London boroughs of Lambeth and Southwark. The company is headquartered in London, the United Kingdom.

Style Analytics Ltd. provides global investment research and portfolio analysis applications. It specializes in holdings and returns based style, risk and performance analysis of portfolios, funds and markets and offer a variety of analysis and research services to professional investment institutions worldwide. The firm’s clients include investment managers, investment consultants, plan sponsors, multi-fund managers, private client firms, private banks, sovereign wealth funds, investment advisors, rating agencies, investment custodians, and independent investment data and analysis service providers. The company was founded in 1996 by Robert Schwob and is headquartered in London, the United Kingdom.

Part of The Marygold Cos, Inc., Marygold & Co. (UK) Ltd. functions as an investment holding British company. The company is based in Croydon, UK. The company was founded in 2021. Matthew Barnet Parden has been the CEO of the company since 2021.