David W. Soutar

Quilter & Co. Ltd. (Quilter) is the investment management subsidiary of Quilter Cheviot Ltd., itself a subsidiary of Quilter Cheviot Holdings Ltd. in Great Britain. The firm, which traces their ancestry back to 1777, was acquired by Morgan Stanley in 2007 and in 2012, the firm's management and private equity firm, Bridgepoint, partnered to purchase them from Morgan Stanley Smith Barney. The firm is headquartered in London and has a network of regional offices around the UK, Jersey and Ireland including Belfast, Birmingham, Bristol, Dublin, Edinburgh, Glasgow, Jersey, Leicester, Liverpool, Manchester, North Wales and Salisbury. They provide discretionary portfolio, managed portfolio, stockbroking, SIPP and ISA services to a range of clients including private investors, charities and trusts, pension funds, corporate bodies and life insurance companies.

Castlefield Investment Partners LLP (Castlefield) is the investment management subsidiary of Castlefield Partners Ltd. in Great Britain. Established in 2002, the firm is based in Manchester is a specialist investment manager for institutional investors, primarily charities and group pension schemes. The firm operates under the trading name Castlefield Investments and manages the Castlefield Premier family of funds.