John Gummer

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.

Part of The Toronto-Dominion Bank, Interactive Investor Holdings Ltd is a British company that provides securities brokerage services over the Internet. The company is based in Leeds, UK. Interactive Investor Holdings was founded in 1996.

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.

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.

Barclays Bank Plc (Private Banking) (BPB-UK) is the private banking division of Barclays Bank Plc, itself a subsidiary of Barclays Plc (LSE: BARC, ADR: BCS) in Great Britain. Founded in 1971, Barclays-PB is headquartered in London and offers wealth management products and services to high-net worth individuals, families and charities.

O.P.E.N. America, Inc. engages in the provision of commercial cleaning and facility services. The firm offers cleaning and janitorial services, landscape maintenance, pest control, HVAC, electrical and lighting handyman, plumbing, and supply replenishment. It serves the education, financial, healthcare, hospitality, industrial, office, and retail industries. The company was founded by Eric Roudi in 1983 and is headquartered in Phoenix, AZ.

The Royal Bank of Scotland International Ltd. provides personal and corporate banking services. It offers offshore banking, personal banking, and corporate banking. The company was founded in 1966 and is headquartered in St. Helier, Jersey.

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.

Handelsbanken Wealth & Asset Management Ltd. (Handelsbanken) is a wealth management firm headquartered in London, UK. The firm was founded in 1988 and rebranded as Heartwood Wealth Management Ltd. in 2020. They became a direct wholly owned subsidiary of Handelsbanken Plc in 2013, which is ultimately owned by of Svenska Handelsbanken AB (STO: SHB.A, SHB.B) in Sweden. Handelsbanken manages portfolios for private clients and offers investment management services directly to charities, institutions and individuals through professional intermediaries.

First Bank SA provides banking services. It offers retail, corporate, private banking, treasury, insurance, loans, cards, payroll, financing, and savings. The company is headquartered in Bucharest, Romania.

Part of Société Générale SA, Societe Generale International Ltd. is a financial services company based in London, UK. Societe Generale offers a range of services including corporate and investment banking, private banking, securities services, and specialized financial services. The British company's latest gender pay gap report is an opportunity to share their progress and hold themselves accountable. Societe Generale has been awarded by IJ, one of the most respected publications dedicated to the project and infrastructure finance space. The company was founded in 2005.

R.M. Walkden & Co. Ltd. operates as a wealth management company. The company was incorporated on February 26, 1976 and is headquartered in London, the United Kingdom.

Part of Platinum L.P. Guernsey Ltd., Bestinvest (Consultants) Ltd. is a British company that has been helping people achieve their investment goals since 1986. The company is based in London, UK. Bestinvest offers a digital toolkit for investors, expert coaching, and competitive pricing. The company provides access to a wide range of investments, including shares, investment trusts, and ETFs, with thousands of funds to choose from. Bestinvest also offers regular insights to help investors make informed decisions. Additionally, the company provides information on investing in shares and staying invested during retirement.

Part of Svenska Handelsbanken AB, Heartwood Wealth Group Ltd. is a holding British company with interests in investment management services. The company is based in London, UK. Heartwood Wealth Group was acquired by Svenska Handelsbanken AB on May 24, 2013.

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.

Part of NatWest Group Plc, Coutts Finance Co. is a private banking and British wealth management company that caters to high net worth individuals and their families. The company, founded in 1967, is based in London, UK. Coutts offers personalized services and is committed to responsible and sustainable banking. The company is known for its expertise in wealth dynamics and provides insights on various topics such as banking, real estate, lifestyle, and more.

Royal Albert Hall Developments Ltd. leases exhibition halls to promote arts and science events for charity. It also leases boxes to corporate clients and undertakes joint arrangements for the production of certain events. The firm also conducts tours of the hall. The company was founded in 1871 and is headquartered in London, the United Kingdom.

Openwork Market Solutions Ltd. specializes in miscellaneous business credit institutions. Its services include financial advice, office based consultants and annuity services. the company was founded on June 24, 1999 and is headquartered in Swindon, the United Kingdom.

Part of Openwork Partnership LLP, Openwork Holdings Ltd. functions as a holding British company for its subsidiaries that provide financial planning, insurance brokerage, investment, and administration services. The company is based in Swindon, UK. Mark Duckworth has been the CEO of the company since 2011.

Part of Openwork Partnership LLP, Openwork Ltd. provides support services to business credit agencies. The company is based in Swindon, UK. Openwork was founded in 2005.

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.

The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom.

Interactive Investor Ltd. engages in the provision of investment products and services. It offers shares, investment trusts, bonds & gilts, exchange traded products, foreign exchange and spread betting products. The company was founded by Lyndon James Gaborit and Tomás William Carruthers on May 2, 2003 and is headquartered in Manchester, the United Kingdom.

Interactive Investor Trading Ltd. provides online investment advices. It offers independent tools and information to enable its registered users to solve all of their financial needs. The firm provides a wide range of products and services which includes shares, Investment trusts, bonds and gifts, VCTs and forex. The company was founded in 1995 and is headquartered in London, the United Kingdom.

Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. Formerly known as Rensburg Sheppards, the firm has roots dating back to 1827. In 2023, Rathbones Group Plc (LON: RAT) acquired the firm from Investec Plc (LON: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis.

Hampden & Co. Plc is a British private banking company that offers exceptional service, expertise, and advice to personal and professional clients. The company is based in Edinburgh, UK and provides banking expertise to clients across the region. In addition to banking services, Hampden & Co. also offers bespoke insurance solutions through Hiscox Private Client and works with clients' other professional advisers to provide appropriate tax advice for their property investments. Founded by David Nabarro, the company has been led by CEO Graeme Thomas Hartop since 2013.

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 abrdn Plc, Capital Accumulation Services Ltd. is a British company that provides business support services. The company is based in Manchester, UK and was founded in 2004.

Interactive Investor Services Ltd. (Interactive Investor) is an investment management firm headquartered in Manchester, UK. The firm was founded in 1987 and is a subsidiary of abrdn Plc (LON: ABDN; OTCMKTS: SLFPY; FRA: T3V2). Interactive Investor offers high quality content and impartial insights for various types of investors.

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.

Scottish Widows Schroder Wealth Holdings Ltd. provides wealth management services. The company was founded on December 11, 2018 and is headquartered in London, the United Kingdom.

Scottish Widows Schroder Person Wealth (ACD) Ltd. (SPW (ACD)) is an investment management firm headquartered in London, UK. The firm was founded in 2018 and formerly known as Red Box ACD Ltd. They are owned by Scottish Widows Schroder Wealth Holdings Ltd. SPW (ACD) provides comprehensive financial planning solutions to UK clients and is responsible for the day-to-day management of the SPW Funds.

Part of Lloyds Banking Group Plc, Scottish Widows Schroder Personal Wealth Ltd. is a British financial planning company founded in 2018. The company is based in London, UK. Scottish Widows Schroder Personal Wealth aims to help clients achieve their financial goals through a great financial plan. The company is constantly improving its website to make it easier for clients to navigate. If clients have concerns about fraud or unsolicited contact using the Schroders Personal Wealth name, they can contact the company for assistance.

Part of Openwork Partnership LLP, Openwork Services Ltd. provides human resources and administration services. The company is based in Swindon, UK. Openwork Services was founded in 1998.

The Financial Conduct Authority provides financial advisory services. The non-profit company is based in London, UK. and has subsidiaries in United Kingdom. The British company was founded in 1985. Nikhil Rathi has been the CEO of the company since 2020.

Part of Rathbones Group Plc, Arcticstar Ltd. is a British company founded in 1999 that offers investment consultancy services to clients. The company is based in London, UK. Arcticstar provides personalized investment portfolio construction to match the objectives of each client. The company also hosts quarterly investment insights webinars where clients can interact with the co-chief investment officer, head of equities, and head of client development to hear their views on key questions facing investors. Additionally, Arcticstar offers a founder series platform to explore innovation, personal achievements, future focus, wealth, and social responsibility directly with the founders.

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.

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.

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.