Will J. Lewis

Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations.

BBVA Asset Management SA SGIIC (BBVA-AM) is the asset management subsidiary of Banco Bilbao Vizcaya Argentaria SA (BME: BBVA, ADR: BBVA) in Spain. Founded in 1979 as BBV Gestinova, the firm became BBVA Gestión in 2000 when BBV Gestinova and Argentaria Gestión merged and was rebranded as BBVA-AM in 2008. They are headquartered in Madrid and manage pension plans and participate in the Latin American markets of Mexico, Colombia, Ecuador, Peru, Bolivia, Chile and Argentina. BBVA-AM also manages a range of investment mandates for insurance companies, employment plans and corporate clients through their platform in Luxembourg.

HSBC Global Asset Management (UK) Ltd. (HSBC GAM-UK) is the wholly owned asset management subsidiary of HSBC Global Asset Management Ltd., ultimately part of HSBC Holdings plc (LON: HSBA, ADR: HSBC) in Great Britain. Headquartered in London, HSBC GAM-UK was founded in 1985 and acts as a discretionary investment manager that offers a wide range of investment solutions across equity, fixed income, liquidity and multi-asset strategies. Their clients include the Group’s retail and private banking customers, financial intermediaries and distributors and institutions.

Pan Holding SA operates an investment trust. It provides long term capital growth through its investments. The company was founded on April 2, 1931 by Raymond Philippe and Robert Wolff and is headquartered in Luxembourg.

MDEF Gestefín SAU SGIIC (Gestefín) is the investment management subsidiary of MDEF Partners SL in Spain. Headquartered in Barcelona, Gestefín was founded in 1986 and provides asset management and administration of investment funds.

Hanseatic Asset Management LBG (Hanseatic) is an independent, Great Britain-based investment management and advisory firm headquartered in St. Peter Port, Guernsey. Founded in 1998, Hanseatic creates portfolios that are diversified across asset classes and geographies for sophisticated investors worldwide.

Part of Close Brothers Group plc, Close Asset Management Holdings Ltd. is a British investment company. The company is based in London, UK. Founded in 1999, Close Asset Management Holdings operates as an investment company.

BBVA Pensiones SA EGFP is the pension fund management subsidiary of Banco Bilbao Vizcaya Argentaria SA (BME: BBVA) in Spain. Headquartered in Madrid, the firm offers a range of pension plans for various clients.

Mdf Achievers provides investment advisory services.

Bentley Reid & Co. (UK) Ltd. (Bentley Reid) is the wealth management subsidiary of Bentley Reid (Holdings) Ltd. in Great Britain. The firm was founded by Rupert T. Bentley in 2011. Headquartered in London, Bentley Reid offers a range of investment services to wealthy individuals, their families, trusts and charities.

Tatton Investment Management Ltd. (TIML) is the investment management subsidiary of Tatton Asset Management Plc (LON: TAM) in Great Britain. Headquartered in London, the firm was founded by Lothar Mentel in 2013. TIML provides a range of discretionary services and funds are distributed through Financial Advisers and Investment Platforms only.