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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.

Truestone Impact Investment Management Ltd. (Truestone Impact) is a private equity firm founded in 2010. The firm is headquartered in London.

iAM Invest Ltd. is an alternative investment manager headquartered in London, UK. The firm was founded by Emanuel Arbib in 2000 and formerly known as GAIM Advisors Ltd. and as Integrated Alternative Investments Ltd. They are a subsidiary of iAM Capital Group Plc. iAM Invest serves as the investment manager of Integrated Investments SICAV-SIF, a Luxembourg specialized investment fund, which consist of Integrated Real Estate Opportunities (IREO), Integrated Green Opportunities (IGO) and Integrated Alternative Opportunities (IAO) Sub-Funds. The firm caters to a select range of investors such as financial institutions, family offices, and other qualified investors.

Part of Platinum L.P. Guernsey Ltd., Charcol Holden Meehan Ltd. is a British insurance and pensions company. The company is based in Bingley, UK. Charcol Holden Meehan was acquired by JS&P Ltd. from Bradford & Bingley Plc on September 29, 2004. The company provides financial consultancy, investment management, and employee benefits services to private individuals and corporate clients. With a focus on building long-term relationships, they offer a wealth management proposition for private investors with assets ranging from £100,000 to £5 million. The company's services include highly qualified financial planners, leading asset allocation technology, experienced investment management, and technical resources for specialist areas such as pension planning and taxation.

Bestinvest (Holdings) Ltd. operates as a holding company with interests in investment advisory and management services. It offers services through its subsidiaries. The firm also provides financial planning, insurance broking and wealth management services. The company was founded on May 28, 1997 and is headquartered in London, the United Kingdom.

CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

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.

Part of EQ Investors Group Ltd., Best Investment Ltd. is a British company that provides real estate agency services. The company is based in London, UK and was founded in 1988.