Scott Kelly

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.

LGT Crestone Wealth Management Ltd. (LGT Crestone) is a wealth management firm headquartered in Sydney, Australia. The firm was founded in 1999 when Mike Chisholm led an MBO of UBS Wealth Management Australia. In 2022, they became a wholly-owned subsidiary of LGT Group Foundation, a family-owned private banking and asset management group owned by the Princely Family of Liechtenstein. LGT Crestone provides private wealth advice services to high net worth and ultra-high net worth families, family offices and for purpose organizations.

Corazon Capital Ltd. is an investment management firm with offices in Guernsey in the Channel Islands and Geneva, Switzerland. Established in 1997, the firm was acquired in 2010 by Collins Stewart Wealth Management group (LSE: CLST). Corazon Capital specializes in managing and advising on global portfolios of traditional funds as well as alternative strategies. They also develop other financial investment products and work with other select asset managers. They cater to private clients and institutions on a discretionary, advisory and execution-only basis.