Michael D. Ast

Rothschild & Co. Wealth Management (UK) Ltd. (RCWM-UK) is a Great Britain-based wealth management firm headquartered in London. The firm is a subsidiary of Rothschild & Co. Wealth & Asset Management SAS, itself a subsidiary of Rothschild & Co. SCA (EPA: ROTH) in France. The firm originated in 1973 and was formally founded in 2002. RCWM-UK offers asset management services primarily to high-net worth individuals, trusts, companies, charities, and pensions.

State Bank of India has been operating in the UK for over 100 years and has become the largest Indian bank in the country. State Bank of India (UK) Ltd. is based in London, UK. State Bank of India (UK) Ltd. is a Fortune 500 British company with a 200-year heritage. It is the largest commercial bank in India in terms of assets, deposits, branches, customers, and employees. The government of India is the largest shareholder, holding over 56% stake. The company offers a range of retail and wholesale banking services. In 2018, State Bank of India (UK ringfenced and subsidiarised its retail franchise, SBI (UK) Limited, which has 11 branches across the UK. SBI (UK) Limited provides a high street banking experience and offers various products such as savings accounts, business accounts, commercial lending, mortgages, safe deposit lockers, fixed deposits, cash ISAs, and money transfers to India. The company is ultimately controlled by the Government of India.

Part of Gentoo Group Ltd., Gentoo Genie Ltd. provides credit granting services to purchase homes. The company is based in Sunderland, UK. Founded in 2009.

Coutts & Co. is a wealth management firm headquartered in London, UK. The firm was founded in 1755 and is a subsidiary of NatWest Markets Plc, owned by NatWest Group Plc (LON: NWG). Coutts & Co. offers private banking and wealth management services for high-net-worth individuals and their families.

Punter Southall Wealth Ltd. (PSW) is a wealth management firm headquartered in London, UK. The firm was founded in 2002 and formerly known as FILMDISK LTD and as PSigma Investment Management Ltd. They were renamed as Punter Southall Wealth Ltd. in 2019. They are owned by Canaccord Genuity Wealth Group Holdings (Jersey) Ltd., a subsidiary of Canaccord Genuity Group, Inc. (TSE: CF) in Canada. PSW provides financial advisory and investment management services to a range of private and institutional clients which includes family trusts, pension schemes and charities.

The Bishopsgate Foundation is an educational institution that was established in 1894 for the public's benefit. The non-profit company is based in London, UK, and has been a cultural center for the community for 125 years. The British company's motto is "I never stop learning," and it offers various courses for adults, including language classes, history and photography lessons, yoga sessions, and choir singing. Francesca Louise Canty has been the CEO of the company since 2014.

Evelyn Partners Investment Management Services Ltd. (Evelyn Partners IMS) is the investment management subsidiary of Bestinvest (Holdings) Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Formerly known as Tilney Investment Management Services Ltd., the firm was founded by John Spiers in 1986 and was previously owned by global private equity and venture capital firm 3i. Headquartered in London, Evelyn Partners IMS provides a range of services such as discretionary investment management, mortgage and general insurance for UK private individuals, charities, pension funds, investment trusts and companies.

Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations.

M&G Investment Management Ltd. (MAGIM) is the asset management subsidiary of MG FA Ltd., ultimately owned by M&G Plc (LON: MNG) in Great Britain. Formerly known as Prudential Investment Management Ltd., the firm was founded in 1968 and is headquartered in London. MAGIM provides investment management for a broad range of clients, with a product range that includes segregated mandates for institutions as well as retail mutual funds for individuals.

7IM Holdings Ltd. operates as an investment holding company with interests in investment advisement. Its services include discretionary investment service and self invest service. The company was founded in 1971 and is headquartered in

Seven Investment Management LLP (7IM) is the investment management subsidiary of Great Britain-based 7IM Holdings Ltd. The firm was founded by Tom Sheridan, Justin Urquhart Stewart and their team in 2002. Headquartered in London with additional offices in Edinburgh and Jersey, 7IM provides discretionary investment management services, a platform and a range of funds and model portfolios to professional advisers, wealth managers, individuals, charities and pension funds. They invest their own pension capital into the same investment strategies as those of their clients.

Citibank, NA (United Kingdom) (Citibank UK) is the Great Britain-based wealth management arm of Citibank NA (New York), which is ultimately owned by Citigroup, Inc. (NYSE: C) in the US. Headquartered in London, Citibank UK was founded in 1920 and provides wealth management products such as investment funds, structured products, foreign exchange, insurance products, bonds and equities.

Canada Square Operations Ltd. provides online banking, insurance, investments and mortgages services through its Internet site and other distribution channels. The company was founded on December 9, 1994 and is headquartered in London, the United Kingdom.

City Asset Management Plc provides investment advice. The private company is based in London, UK. and has subsidiaries in United Kingdom. The British company was founded in 1988 by Viv D. Coghill. Nicholas Mark Coghill has been the CEO of the company since 2012.

UK Wealth Management Ltd. provides financial consulting services. It offers personal financial planning services, such as investment management, pension solutions, mortgage services and protection solutions. The company was founded in 2008 and is headquartered in Pontefract, the United Kingdom.