Kenneth Coombs

Hobart Place Ltd. is an independent wealth management firm headquartered in London, UK. The firm was formerly known as Duncan Lawrie Ltd.

Part of Royal Bank of Canada, BDDL Ltd. is a law firm that offers a vast experience in law, a large and well-coordinated team of professionals, and a fundamentally new approach to working with clients. The company is based in London, UK. The British company prioritizes an individual approach to each client and strive to introduce innovation in their services. The company was founded in 1971. BDDL was acquired by Brewin Dolphin Ltd. from Camellia Plc on May 10, 2017 for $34.81 million.

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.

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.

Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.

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.