Peter Tyrel Geikie-Cobb

Charles Stanley Group Plc engages in the provision of investment and financial services. It operates through the following divisions: Investment Management Services, Asset Management, Financial Planning, Charles Stanley Direct, and Support Functions. The Investment Management Services division offers personal discretionary, advisory and execution-only services to private clients, trusts, charities and companies. The Asset Management division is involved in a range of pooled funds and bespoke solutions, including model portfolios, open-ended investment company (OEIC) funds and inheritance tax solutions. The Financial Planning division includes a range of personalized solutions working in partnership with the Investment Management Services division. The Charles Stanley Direct division comprises dealing, settlement and custody services, covering a range of funds, shares, gilts and bonds. The Support Functions division covers the market data costs generated by the main operating divisions. The company was founded on January 2, 1792 and is headquartered in London, United Kingdom.

Thames River Capital LLP (TRC) is a specialist fund management firm headquartered in London, UK. The firm was founded in 1998 and is a subsidiary of Columbia Threadneedle Capital (UK) Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. TRC provides specialist fund management services to professional investors and institutions in the UK and worldwide, through several single and multi-manager funds.

Charles Stanley & Co. Ltd. (Investment Management) (Charles Stanley-IM) is the investment management division of Charles Stanley & Co. Ltd., an investment company headquartered in London, UK. The firm was founded in 1852 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF). Charles Stanley-IM provides bespoke investment portfolios and tailored financial advice to individuals, charities, institutions and professional advisers.

AB Investment Solutions Ltd. (formerly MitonOptimal UK Ltd.) is an asset management firm headquartered in Bath, UK. The firm was founded by James Sullivan in 2014 and is a subsidiary of MitonOptimal International Ltd., ultimately held by Premier Miton Group Plc (LON: PMI). AB Investment Solutions offers Discretionary Fund Management and Fund Management Services to the retail and institutional markets.