Phil M. Cutts

Coutts & Co. is a wealth management firm headquartered in London, UK. The firm was founded in 1755 and is a subsidiary of NatWest Markets Plc, owned by NatWest Group Plc (LON: NWG). Coutts & Co. offers private banking and wealth management services for high-net-worth individuals and their families.

Falcon Private Bank AG (Falcon-PB) was previously known as AIG Private Bank Ltd. and was a subsidiary of New York-based American International Group, Inc. until 2009 when they were renamed Falcon upon acquisition by Aabar Investments PJSC (AD: AABAR), an investment company based in Abu Dhabi and majority-owned by the sovereign wealth fund IPIC-International Petroleum Investment Co. Established in 1965, Falcon-PB is based in Zurich with branch and representative offices in Geneva, Dubai, Abu Dhabi, Hong Kong, Singapore and London. Falcon-PB is a wholly-owned subsidiary of Aabar and provides wealth management services for an international clientele of high-net worth private individuals, family offices, asset management firms, private label partners and institutions. They offer personalized and structured private banking solutions, tailored to the individual needs of their clients.

Credit Suisse Asset Management Ltd. (CSAM) is the wholly-owned, Great Britain-based asset management subsidiary of Credit Suisse Asset Management (UK) Holding Ltd., itself a subsidiary of Credit Suisse Group AG (SWX: CSGN, NYSE: CS) in Switzerland. Founded in 1982, the firm is headquartered in London and offers a wide range of investment products and functions across asset classes and investment styles for various clients including governments, institutions, corporations and private individuals.

Credit Suisse AG (Private Banking) (CSPB) is the Zurich-based private banking division of Credit Suisse AG, itself a subsidiary of Credit Suisse Group AG (VX: CSGN) in Switzerland. Established in 1856, CSPB provides comprehensive advice and a range of investment products and services to private, corporate and institutional clients. The firm is a leading provider of innovative alternative investment products. Their wealth management solutions include tax planning, pension planning, life insurance solutions, wealth and inheritance advice, trusts and foundations.

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.

Freshfields Bruckhaus Deringer LLP provides legal services. The law firm specializes in business law & advises corporations, financial institutions, and governments around the world. Its practice areas include antitrust & competition, mergers & acquisitions, corporate finance, tax, employment, real estate, intellectual property, and dispute resolution. The company was founded on August 1, 2000 and is headquartered in London, UK.

Triton Investment Management Ltd (Triton Partners) is a private equity subsidiary of Triton Investments Advisers LLP founded in 1998. The firm is headquartered in Oksigen, Luxembourg.

Close Asset Management Ltd. (Close AM) is the asset management subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group plc (LSE: CBG, ADR: CBGPY) in Great Britain. The firm was founded in 1982 and does business as Close Brothers Asset Management. Headquartered in London, Close AM provides a bespoke investment management service to private clients, trusts and corporates.

Close Asset Management (UK) Ltd., doing business as Close Brothers Asset Management (CBAM), is an investment management firm headquartered in London, UK. The firm is a subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group Plc (LON: CBG). The firm was formerly known as Close Investments Ltd. in 1994 and changed into their current name when Close Brothers Investment, Close Investment, Close Finsbury Asset Management, and Reabourne Technology Investment Management were reorganized into a single legal entity in 2009. CBAM provides a wide variety of financial advisory and investment management services to UK and international intermediaries, private individuals, and institutions such as pension funds. They also manage discretionary portfolios as well as a diverse range of investment products.

ODDO BHF (Schweiz) AG (ODDO BHF Schweiz) is the Swiss subsidiary of ODDO BFG AG, ultimately held by Société Générale SA (XP: GLE) in France. Formerly known as BHF-BANK (Schweiz) AG, established in 1974, the firm provides private banking services to an international clientele of high-net worth individuals, including investment advisory, administration and financial planning. They also manage investments for corporate clients, in particular small and medium-sized family-owned companies, and provide underwriting services on the Swiss capital market. They are located in Zurich with a branch in Geneva and representative offices in Spain, Abu Dhabi and Latin America.

Part of Taunus Capital Management AG, Banque Cramer & Cie SA is a Swiss company that provides investment advice. The company is based in Geneva, Switzerland. The company was founded in 2001. Erich Pfister has been the CEO of the company since 2022.

MHPF (UK) Ltd. is an investment holding British company founded in 2016. The private company is based in London, UK. The company's main function is to hold investments.

Hassium Asset Management LLP (Hassium) is an independent global wealth manager headquartered in London, UK. The firm was founded by Yogi Dewan in 2006. Hassium provides a personal investment management platform for a select group of private families across the UK and Europe.

Haywood Securities, Inc. (Investment Management) (Haywood-IM) is the investment management division of Haywood Securities, Inc., a full-service investment dealer headquartered in Vancouver, Canada. Founded in 1981, Haywood-IM offers customized, client centric, multi-asset portfolios for individuals and their families, business owners and like-minded entrepreneurs.

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.

LGT Wealth Management UK LLP (LGT WM UK) is the wealth management subsidiary of LGT UK Holdings Ltd., which is owned by LGT Group Foundation (LGT) in Liechtenstein. Previously known as Vestra Wealth LLP and as LGT Vestra LLP, the firm was founded in 2007 by Matthew Evans, Andrew Sims, David Scott and Ben Snee. In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in the firm, primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT WM UK. Headquartered in London, LGT WM UK provides wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (EEA).

Part of Access Technology Group Ltd., CPL Learning Ltd. is a leading learning and development provider to the hospitality and retail sectors. CPL Learning was acquired by Access UK Ltd. on April 21, 2021. The company is based in Birkenhead, UK. The British company provides staff development, training courses, and qualifications for the industry. The company also offers an online content channel called Aspire, which provides inspirational content for hospitality team members.

SVP Global UK Ltd. provides business services. The private company is based in London, UK.

Part of Weil, Gotshal & Manges LLP, Weil, Gotshal & Manges Ltd. provides legal services. The company is based in London, UK.

Permira Credit Ltd.(Permira Credit) is a private equity firm subsidiary of Permira Credit Holdings Ltd. founded in 2007. The firm is headquartered in London, United Kingdom.

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.

Benevolent Fund provides charity for an organization. The non-profit company is based in Kegworth, UK.

WH Ireland Ltd. (dba WHIreland) is a wealth management firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of WH Ireland Group Plc (LON: WHI). WHIreland provides discretionary and managed advisory services to individuals, corporates, trusts and funds.

The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom.