Jeremy S. Beckwith

Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain.

SG Kleinwort Hambros Bank Ltd. (Kleinwort Hambros) is the Great Britain-based wealth management arm of Société Générale SA (EPA: GLE) in France. Formerly known as SG Hambros Bank & Trust Ltd., they became SG Hambros Bank Ltd. in 2007 when Hambros Bank acquired the London private banking business of ABN AMRO Bank NV. In 2017, the firm changed their name to SG Kleinwort Hambros Bank Ltd., following the purchase of Kleinwort Benson by Societe Generale Private Banking Hambros (SGPB Hambros) in June 2016, and its subsequent merger with SGPB Hambros. Headquartered in London, Kleinwort Hambros was founded in 1969 and offers a wide range of wealth management services to individuals, families, entrepreneurs, trusts and charities.

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.

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.

EdenTree Investment Management Ltd. (EdenTree) is an investment management firm headquartered in London, UK. The firm was founded in 1988 as Ecclesiastical Buildings Fire Office to protect the Anglican Church. EdenTree was a wholly owned subsidiary of Benefact Group Plc until January 2023 when the entire ordinary issued share capital of the firm was transferred to EdenTree Holdings Ltd. (EHL) as part of the Group wide restructuring. They are ultimately owned by Benefact Trust Ltd. EdenTree provides a broad range of insurance, financial services and risk management solutions to meet the specific needs of its customers and business partners, which includes charities and heritage property owners. They manage the EdenTree Investment Funds for charities, designed to meet the needs of the UK Church and Charity investors.

BHF Group UK Ltd. operates as a holding company with interest in involving corporate finance (corporate, merger and acquisition advice), financing and advisory services (leasing, general corporate advice, public and private debt issues and corporate lending), equities (research, institutional sales and corporate banking), treasury (foreign exchange, specialist fund management, money markets and derivative products) and investment management and private banking (investment trusts, unit trusts, development capital, foreign exchange services, offshore funds, trustee and financial planning advice, and development capital). The company was founded in 1960 and is headquartered in London, the United Kingdom.

Old Church Capital LLP is an alternative investment firm headquartered in Essex, UK. The firm was founded in 2008 and was formerly known as Castle Harbour Securities LLP. They offer uncompromised advice, multi-asset class investments, and co-investment opportunities to corporates, financial institutions, and institutional investors.

Simpa Networks, Inc. develops portable solar home systems. The firm sells solar-as-a-service to energy-poor households and small medium enterprises in rural India. The company was founded by Michael Macharg, Paul Needham, and Jacob Winiecki in 2010 and is headquartered in Seattle, WA.

Ecclesiastical Insurance Office Plc provides insurance and financial consulting services. The company offers different insurance products, mortgages, investments, claims and risk management services. Ecclesiastical Insurance Office was founded in 1887 and is headquartered in Gloucester, the United Kingdom.

The Farmington Trust Ltd. is a British company that provides religious education services. The non-profit company is based in Oxford, UK. The company was founded in 1964.

Benefact Group Plc provides insurance, financial services, and risk management solutions. The company offers charity, education, heritage, care, faith, wedding, and Anglican church insurance, as well as home, travel, other faith, parishguard, hallguard, property owners, engineering, commercial, fidelity guarantee, and motor fleet insurance products. It also provides health and safety, and risk management services, including risk assessment, risk advisory, risk analysis, and risk consultancy services. It offers financial advisory services, which comprise mortgage advice, financial planning and investment advice, tax planning, and retirement and pension advice brokerage. Ecclesiastical Insurance Group was founded in 1887 and is headquartered in Gloucester, the United Kingdom.

Alder Asset Management Ltd. provides asset management services. The private company is based in London, UK. The British company was founded in 1977.

Part of Health Care Resourcing Group Ltd., HCL Healthcare Ltd. provides health care staff. The company is based in London, UK. Shikhar Neelkamal Malhotra has been the CEO of the British company since 2014.

Price Forbes & Partners Ltd. provides insurance and brokerage services. It offers solutions to clients across a range of industry areas and has expertise in accident and health; aviation; cargo; casualty; construction; energy; financial products; fine art, jewellery, and specie; marine; mining; political and credit risk; power, utilities, and nuclear; programmes and facilities; property; reinsurance; and terrorism. The company was founded in 1893 and is headquartered in London, the United Kingdom.

Clarity Technology Holdings Ltd. provides temporary staffing, locum provision, permanent placements, selection, and recruitment services. The firm's services include permanent contracts, fixed-term contracts, temporary staffing and HCL clarity. The company was founded on April 16, 2003 and is headquartered in London, the United Kingdom.

ODDO BHF SE provides banking and financial services. It specializes in private banking, asset management, as well as corporate and investment banking. The company was founded in 1854 and is headquartered in Frankfurt, Germany.

Part of Scope SE & Co. KGaA, Scope Ratings GmbH is a German-based rating agency committed to contributing to more transparency in capital markets and becoming a European alternative to the "status quo" for institutional investors and issuers. The company is based in Berlin, Germany. The German company defines itself by its entrepreneurial spirit, international focus, and strong commitment to best serving its institutional clients with insightful analysis and accurate ratings. The company was founded in 2012 by Florian Schoeller, who has been the CEO since 2012.

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.

Morningstar Investment Management Europe Ltd. (MIME) is the Great Britain-based asset management subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, MIME was founded in 2006 and provides discretionary investment management and advisory services to individual and institutional clients.

Morningstar Europe Ltd. is the Great Britain-based investment research subsidiary of Morningstar Holland BV, ultimately owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, the firm was founded in 2000 and provides investment research services to European retail and institutional investors. Morningstar Europe takes a rigorous bottom-up approach by evaluating the fundamental factors that drive the investments they cover. Their global coverage uses the same consistent research framework in every region where Morningstar analysts are evaluating investments.

HSBC Private Bank (UK) Ltd. (HSBC Private Bank-UK) is the private banking subsidiary of HSBC Bank Plc., ultimately held by HSBC Holdings Plc (LON: HSBA) in Great Britain. The HSBC group can trace their history in London back to 1865 when the Hongkong and Shanghai Banking Corporation office opened, and through later acquisitions are linked to Samuel Montagu & Co. Limited, founded in 1853. Headquartered in London, HSBC Private Bank-UK offers a full range of wealth management advice and services to wealthy individuals and their families worldwide.

Abrdn Fund Managers Ltd. (AFM) is the asset management subsidiary of Aberdeen Asset Management Plc, itself a subsidiary of abrdn Plc (LON: ABDN) in Great Britain. The firm was founded in 1962 and recently known as Aberdeen Standard Fund Managers Ltd. Headquartered in London, AFM provides investment products and solutions to individual and institutional clients.

abrdn Investment Management Ltd. (AIM) is the wholly-owned investment management subsidiary of Standard Life Investments Holdings Ltd., itself a wholly-owned subsidiary of abrdn Plc (LON: ABDN) in Great Britain. Formerly known as Standard Life Investments Ltd., the firm was founded in 1990 as the dedicated investment arm of the Standard Life group. Headquartered in Edinburgh, AIM is a socially responsible investor which offers Standard Life Ethical Funds for investors concerned about environmental and social issues. Their flagship is the UK Select Fund.

Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. Formerly known as Rensburg Sheppards, the firm has roots dating back to 1827. In 2023, Rathbones Group Plc (LON: RAT) acquired the firm from Investec Plc (LON: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis.

Guernsey Finance LBG engages in the provision of marketing services. Its brand WE ARE GUERNSEY promotes financial services sector internationally. The company is headquartered in Saint Peter Port, the United Kingdom.

Russell Reynolds Associates, Inc. provides executive recruitment services. Its services include chief executive officer and board advisory services, culture assessment, executive search, global supply chain and leadership assessment. The company was founded in 1969 and is headquartered in New York, NY.

Winterthur Insurance (Asia) Ltd. provides life insurance services. The company is headquartered in Hong Kong.

AXA Winterthur provides insurance services. It offers pension products to individual, corporate customers and associations. The firm sells its products and services via its own sales channels, credit suisse group banks and third party distribution partners. The company was founded in 1875 and is headquartered in Winterthur, Switzerland.

GENERALI Assurances Générales SA operates as a subsidiary of Generali Schweiz Holding AG. The company is headquartered in Nyon, Switzerland.

Generali (Schweiz) Holding AG engages in the provision of life insurance services to private and corporate clients. The firm offers life, property, and legal protection insurance as well as pension solutions. The company was founded in 1987 and is headquartered in Adliswil, Switzerland.

Part of Assicurazioni Generali SpA, Fortuna Rechtsschutz-Versicherungs-Gesellschaft AG is a Swiss company that provides legal protection insurance services. The company is based in Adliswil, Switzerland.

Part of Assicurazioni Generali SpA, Generali Personenversicherungen AG is a Swiss company that provides life and property, travel, pet, motor vehicle, and car insurance services. The company is based in Adliswil, Switzerland.