Ian Leverington

Westminster Capital Ltd. is an investment management firm headquartered in Maidenhead, UK. Formerly known as Orchard Wealth Management Ltd, the firm was founded by Richard Harwood in 2007 as Mitonoptimal Jersey Ltd. They are a subsidiary of MitonOptimal International Ltd., ultimately held by Premier Miton Group Plc (LSE: PMI). Westminster Capital provides investment advice to individuals and institutional investors.

Theta Enhanced Asset Management Ltd. (dba TEAM Asset Management) is a Great Britain-based investment management firm headquartered in St. Helier, Jersey. The firm was founded in 2002 and was acquired by TEAM Plc (LON: TEAM) in 2021. TEAM Asset Management provides discretionary investment management for a global client base that includes private and ultra-high net worth individuals, family offices, corporate and personal trusts.

360 One Capital Pte Ltd., formerly known as IIFL Capital Pte Ltd., is an investment management firm headquartered in Singapore. The firm is owned by 360 One WAM Ltd. (formerly IIFL Wealth Management Ltd.) (NSE: 360ONE) in India. 360 One Capital offers India-focused equity products, fund management and advisory services for offshore and domestic wealth management clients.

360 One Asset Management Ltd. (Private Equity) (360 One Asset Management) is a private equity subsidiary of 360 One Warm Ltd. founded by Karan Omprakash Bhagat and Anup PratapSingh Maheshwari in 2008. The firm is headquartered in Mumbai, India.

Royal Bank of Canada (Channel Islands) Ltd. (RBC-CI), known as RBC (Channel Islands), is the offshore specialist within the Global Private Banking division of Royal Bank of Canada Holdings CI Ltd., ultimately held by Royal Bank of Canada (NYSE, TSX, SWX: RY). The firm was founded in 1973 and is headquartered in St. Peter Port, Guernsey with a branch in Jersey. RBC-CI specializes in private banking and international wealth management including offshore trust setup and cross-border financial transactions. They provide a range of advisory and discretionary investment management services for international high-net worth individuals and business owners.

Rathbones Investment Management International Ltd. (Rathbones International) is the wealth management subsidiary of Rathbones Investment Management Ltd., which is owned by Rathbones Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in St. Helier, Jersey. Rathbones International provides offshore investment management services for individuals and families, charities and professional advisers.

Polianta Ltd. is an independent investment management firm headquartered in St. Helier, UK. The firm manages the assets of individual and institutional clients.

Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals.

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

Brooks Macdonald Asset Management (International) Ltd. (Brooks Macdonald AM) is the asset management subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. Headquartered in St. Peter Port, Brooks Macdonald AM was founded in 2012 and offers a range of investment management and advisory services to private high net-worth individuals, pension funds, institutions, and trusts.

Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. They changed their name to Brewin Dolphin Ltd. in 2018. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSX: RY) and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients.