Simon O. Warren

Smith & Williamson Holdings Ltd. provides financial advisory services for private individuals, corporations, and non-profit organizations. It offers personal financial planning, private client tax, personal insolvency, assurance and accounting, business tax, pensions and employee benefits, restructuring and recovery, transaction and valuation, and other related services. The company was founded in 1881 and is headquartered in London, the United Kingdom.

Part of Smith & Williamson Holdings Ltd., NCL Investments Ltd. is a British company that provides financial advisory and stock broking services. The company is based in London, UK and was founded in 1985.

Sanlam Investments UK Ltd. (Sanlam UK) is the Great Britain-based specialist equity investment management subsidiary of Sanlam Investment Holdings UK Ltd., ultimately owned by Sanlam Ltd. (JSE: SLM) in South Africa. The firm was founded in 2006 by Derrick Dunne, Ted Williams, Chris Rodgers and Tom Carroll. Headquartered in London, Sanlam UK manages a number of pooled funds and segregated accounts for institutional and retail clients.

Part of Smith & Williamson Holdings Ltd., Evelyn Partners Investment Services Ltd. is a leading integrated wealth management and professional services group based in London, UK. Evelyn Partners' experts provide professional advice to help clients structure their finances tax-efficiently and use available tax allowances. The British company also offers transformation and optimization services to enhance profit, strategy, and performance. The company specializes in wealth, accountancy, and business advisory services and has been in operation since 1836. The company was founded in 1970. The CEO is Christopher Kevin Woodhouse.

Part of Smith & Williamson Holdings Ltd., Smith & Williamson Services Ltd. is a British company that provides accounting, auditing, and tax preparation services. The company is based in London, UK.

Part of Goldring Family Trust, Smith & Williamson Financial Services Ltd. is a leading integrated wealth management and professional services group. The company is based in London, UK and has been providing wealth, accountancy, and business advisory services since 1836. The British company also provides tax risk and governance services for businesses operating in an increasingly challenging tax environment. Founded in 1995, the company offers financial planning services for retirement, estate planning, investing for children, and other financial goals.

Butterfield Mortgages Ltd. is the wholly-owned subsidiary of The Bank of N.T. Butterfield & Son Ltd. (NYSE: NTB) in Great Britain. Created in 2004 when merchant bank Leopold Joseph merged with the Bank of N.T. Butterfield & Son Ltd. The bank is located in London and provides full private banking and treasury services, internet banking, wealth management and fiduciary services to high-net worth individuals and privately-owned businesses.

Part of Goldring Family Trust, Smith & Williamson Corporate Services Ltd. is an employment placement agency. The company is based in London, UK and was founded in 1995.

Part of Smith & Williamson Holdings Ltd., Smith & Williamson Corporate Finance Ltd. is a leading integrated wealth management and professional services group based in London, UK. The British company provides wealth, accountancy, and business advisory services to its clients. Founded in 1836, Kevin Peter Stopps has been the CEO of the company since 2006.

Part of Smith & Williamson Holdings Ltd., 25 Moorgate Ltd. is a British company that provides real estate management services. The company is based in London, UK.

Part of Smith & Williamson Holdings Ltd., Smith & Williamson TBS Holdings Ltd. is an investment holding British company. The company is based in London, UK. It was founded in 2012.

Part of Platinum L.P. Guernsey Ltd., Evelyn Partners I M Ltd. is an investment holding British company. The company is based in London, UK. Evelyn Partners I M was founded in 2011.

NEXIA International Secretariat provides accounting services. Its services include audit and assurance, business taxation, global mobility tax and special advisory services, and personal tax and wealth management. The company is headquartered in London, the United Kingdom.

Part of Platinum L.P. Guernsey Ltd., Smith & Williamson Fund Administration Ltd. is a wealth management and professional services group that has been providing expert advice in wealth, accountancy, and business advisory services since 1836. The company is based in London, UK. The British company offers tax compliance services to help simplify the complex rules and legislation of personal tax compliance. Additionally, they provide risk management advisory services to help businesses manage their operations.

Tilney Group Ltd. provides wealth management services. It also provides investment services and solutions, mutual, opal, and commercial property funds through its asset, pension management, and managed portfolio services. The company was founded in1836 and is headquartered in London, the United Kingdom.

Evelyn Partners Group Ltd. engages in the provision of wealth management and professional services. The company was founded on September 1, 2020 and is headquartered in the United Kingdom.

Index Fund Advisors Ltd. provides financial planning and investment advisory services. Its services include lifestyle, tax and structural, pension, retirement and index growth planning. The company was founded by Noel Farrelly and Les Phillips in 2004 and is headquartered in Sutton Coldfield, the United Kingdom.

The Old Etonian Trust is a charitable trust that operates to support various causes. The non-profit company is based in Buntingford, UK. The British company was founded in 1940.

Richard Shuttleworth Trustees is a charity organization founded in 1992 that promotes education and training in the science, practice, and history of aviation and automotive transport. The non-profit company is based in Biggleswade, UK.

BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. The firm is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BIM-UK was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, including the iShares exchange traded funds business. The combined firm operates under the BlackRock name and has retained the iShares brand. BIM-UK manages a family of mutual funds and acts as sub-advisor to other mutual and pension funds. They also offer alternative investments and managed accounts for individual and institutional clients.

The Medical College of Saint Bartholomew's Hospital Trust provides ambulatory healthcare services. The non-profit company is based in London, UK. The British company was founded in 1986 by Anthony Dawson.

Timothy Taylor & Co. Ltd. manufactures beer and malt beverages. Its methods include malting and mashing, boiling, fermentation and maturation, to cask and bottle and to pubs and bars. The company was founded by Timothy Taylor in 1858 and is headquartered in Keighley, the United Kingdom.

Biocatalysts Ltd. operates as a global biotechnology firm producing specialty enzymes at commercial scales for a variety of industries such as food, flavor and fragrance, life science, pharma, and fine chemicals. It offers both off-the-shelf enzyme products and a customized enzyme discovery, development, and manufacturing service. The company was founded in 1983 and is headquartered in Parc Nantgarw, the United Kingdom.

B.R.A.I.N. Biotechnology Research & Info Network UK Ltd. is a private company that supplies bio-based products and solutions. The company is based in Cardiff, UK and has subsidiaries in United Kingdom and United States. It was founded in 2018.

The Child Health Research CIO supports theatrical producers and services.

Amundi (UK) Ltd. (Amundi UK) is the Great Britain-based subsidiary of Amundi SA (EPA: AMUN), itself a subsidiary of Rue de la Boetie SAS-held Crédit Agricole SA (EPA: ACA) in France. Headquartered in London, Amundi UK was founded in 1983 and provides asset management services for retail and institutional clients.

Smith & Williamson Investment Management (Ireland) Ltd. (Smith & Williamson Ireland) is an asset management firm headquartered in Dublin, Ireland. The firm was founded in 2011 and is a subsidiary of Smith & Williamson Holdings Ltd. in Great Britain. Smith & Williamson Ireland provides investment management, accountancy, tax, corporate and financial advisory services to private clients, corporates, professional practices, and non-profit organizations.

Smith & Williamson (Bristol) LLP provides accounting services. It offers personal financial planning, auditing, restructuring and recovery, and forensic services. The firm has offices in London, Belfast, Guildford, Salisbury, Southampton, and Worcester. The company was founded in 1869 and is headquartered in Bristol, the United Kingdom.

CW Residential Ltd. engages in investing residential assets. The company is headquartered in Northampton, the United Kingdom.

The Personal Investment Management & Financial Advice Association provides advice to the investment community.