Keith Horner

Founded in 1995, R.W. Harris Ltd. is a British company that provides investment advice. Part of Focus Financial Partners, Inc., the company is based in Altrincham, UK.

Star Fund Managers LLP (SFM) is an independent alternative investment management firm headquartered in London, UK. The firm was founded by Christopher Rossbach and Nicolas Mueller in 2008 as Merian Capital Partners LLP and they became Star Fund Managers LLP in 2015. SFM manages the assets of private clients.

Evelyn Partners Asset Management Ltd. (Evelyn Partners) is the asset management subsidiary of Evelyn Partners Group Ltd., which is ultimately held by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 2003 as Ingenious Asset Management Ltd. and change their name to Tilney Asset Management Ltd. in 2016 and subsequently became Evelyn Partners Asset Management Ltd. in 2022. Headquartered in London, Evelyn Partners provides discretionary investment management services to high-net-worth individuals and families (retail clients), companies, charities, trusts and financial intermediaries on a discretionary basis.

HLB Financial Services Ltd. provides financial services. It offers corporate and taxation services such as accountancy and audit, bookkeeping and management accounts, payroll and employment law, cash flow forecasting, personal tax planning, capital gains tax planning, and other services. The company was founded by Leonard Hall in 1924 and is headquartered in Tarporley, the United Kingdom.

Sentinel Benefits Group, Inc. provides employee benefit outsourcing solutions. Its offerings includes employee benefits and retirement plan administration, open architecture retirement plan recordkeeping, investment advisory services, defined benefit and cash balance plan services, actuarial consulting, employee stock ownership plans, and group benefits brokerage. The company was founded by Jim Carnevale, Anthony Carnevale, and John Carnevale in 1987 and is headquartered in Wakefield, MA.