Thomas Mitchell

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.

Butterfield Mortgages Ltd. is the wholly-owned subsidiary of The Bank of N.T. Butterfield & Son Ltd. (NYSE: NTB) in Great Britain. Created in 2004 when merchant bank Leopold Joseph merged with the Bank of N.T. Butterfield & Son Ltd. The bank is located in London and provides full private banking and treasury services, internet banking, wealth management and fiduciary services to high-net worth individuals and privately-owned businesses.

Sanlam Investments UK Ltd. (Sanlam UK) is the Great Britain-based specialist equity investment management subsidiary of Sanlam Investment Holdings UK Ltd., ultimately owned by Sanlam Ltd. (JSE: SLM) in South Africa. The firm was founded in 2006 by Derrick Dunne, Ted Williams, Chris Rodgers and Tom Carroll. Headquartered in London, Sanlam UK manages a number of pooled funds and segregated accounts for institutional and retail clients.

Part of Smith & Williamson Holdings Ltd., Smith & Williamson Corporate Finance Ltd. is a leading integrated wealth management and professional services group based in London, UK. The British company provides wealth, accountancy, and business advisory services to its clients. Founded in 1836, Kevin Peter Stopps has been the CEO of the company since 2006.

NEXIA International Secretariat provides accounting services. Its services include audit and assurance, business taxation, global mobility tax and special advisory services, and personal tax and wealth management. The company is headquartered in London, the United Kingdom.

Thorntons Investment Management Ltd. offers financial planning and investment management advice to clients in the United Kingdom. The private company is based in Dundee, UK, and has subsidiaries in the United Kingdom. The British company's services include discretionary investment management for financial advisers and their clients, with a range of risk-targeted model portfolios and IHT model portfolio services. The company was founded in 1995, and Stephen James Nicholson Webster has been the CEO of the company since 2012.

MWA Financial Ltd. is a financial advisory firm committed to excellence in financial advisory services. The private company is based in Hertford, UK, and has subsidiaries in the United Kingdom. The British company's vision is to excel through strategic acquisitions and the recruitment of top-tier professionals, shaping the future of financial advice where talent meets innovation and excellence is their constant pursuit. MWA Financial was founded in 2016 by Dean Campbell Banks, who has been the CEO since then. The company's strategic approach to talent acquisition and dedication to nurturing the next generation of advisors sets them apart as a leader in the financial advisory landscape.

Part of MWA Financial Ltd., Sterling Financial Consultants Ltd. is a British financial planning company that offers a range of services for individuals and corporations. The company is based in Canary Wharf, Docklands, London, UK. The company's experienced advisers and administrators provide cost-effective solutions for financial planning. Sterling Financial Consultants was acquired by MWA Financial Ltd. on September 07, 2023.

Victoria Capital (UK) Ltd. (dba Victoria Private Investment Office) is an independent alternative investment manager headquartered in West Sussex, UK. The firm was founded by Inno van den Berg in 2003. Victoria Private Investment Office provides investment advice to individual and institutional clients.

Part of Smith & Williamson Holdings Ltd., Evelyn Partners Investment Services Ltd. is a leading integrated wealth management and professional services group based in London, UK. Evelyn Partners' experts provide professional advice to help clients structure their finances tax-efficiently and use available tax allowances. The British company also offers transformation and optimization services to enhance profit, strategy, and performance. The company specializes in wealth, accountancy, and business advisory services and has been in operation since 1836. The company was founded in 1970. The CEO is Christopher Kevin Woodhouse.

Part of Goldring Family Trust, Smith & Williamson Corporate Services Ltd. is an employment placement agency. The company is based in London, UK. Founded in 1995.

Part of Smith & Williamson Holdings Ltd., NCL Investments Ltd. is a British company that provides financial advisory and stock broking services. The company is based in London, UK and was founded in 1985.

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 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.

Part of Goldring Family Trust, Smith & Williamson Financial Services Ltd. is a British company that provides financial intermediation services. The company is based in London, UK. Founded in 1995.

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 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.

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.

Parapet Ltd. engages in management consultancy services. The company was founded on April 10, 2012 and is headquartered in London, the United Kingdom.

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.

Merrill Lynch Far East Ltd. is the stockbroking subsidiary of Merrill Lynch HK Services Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. Headquartered in Hong Kong, the firm was founded in 2003 and offers a broad range of brokerage services to institutional investors.

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.

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.

The Medical College of Saint Bartholomew's Hospital Trust provides ambulatory healthcare services. The non-profit company is based in London, UK. The British company was founded in 1986 by Anthony Dawson.

Timothy Taylor & Co. Ltd. manufactures beer and malt beverages. Its methods include malting and mashing, boiling, fermentation and maturation, to cask and bottle and to pubs and bars. The company was founded by Timothy Taylor in 1858 and is headquartered in Keighley, the United Kingdom.

RAYS Capital Partners Ltd. (RAYS) is a boutique investment partnership headquartered in Hong Kong. The firm was founded by David (Ching Chi) Ruan and Amy (Yok Tak) Yip in 2010. RAYS manages investments in Asia on behalf of private clients and institutional investors, alongside partners’ and principals’ own capital.

City Financial Investment Co. Ltd. (City Financial) is an independent hedge fund management firm headquartered in London, UK. The firm was founded in 1986 as REALGLOBE Ltd., became known as Independent Financial Marketing Ltd. in 1992 and renamed to City Financial Investment Co. Ltd. in 1998. City Financial provides investment advisory services to pooled investment vehicles and separately managed accounts.

Hansa Capital Partners LLP (HCP) is the portfolio management subsidiary of Hansa Capital Ltd., itself a subsidiary of Hanseatic Asset Management LBG in Great Britain. Established as Hansa Capital Ltd. in 2000, the firm was created in 2005 to take over the activities of Hansa Capital. The firm is located in London and provides a range of portfolio management services for high-net worth and institutional clients.

Part of Pignatelli Holdings Ltd., Barna & Co. Ltd. is a British recruitment company founded in 1995. The company is based in Southampton, UK. Barna Shields provides a bespoke specialist service to job seekers, with a team of professional recruiters who prioritize honesty, integrity, and quality of service to both clients and candidates. The company's success is attributed to their boutique approach to recruitment.

RD Resourcing Ltd. is an employment placement agency founded in 2006. The private company is based in Southampton, UK. The British company operates in the field of job placement services.

Wizard Recruitment Ltd. is a specialist employment agency that has been supplying quality staff nationwide for almost 15 years in the health and social care and catering sectors. The private company is based in St. Neots, UK. The British company provides a wide range of personnel for both permanent and temporary jobs and work with candidates and clients to ensure the best possible job fit. Wizard Recruitment also offers a range of training courses designed to increase workplace safety and enhance productivity, with all participants who successfully complete the courses receiving certification. The company was founded in 2004 and has an established team with over 30 years of collective experience.

Baring Asset Management Ltd. (Barings UK) is the Great Britain-based subsidiary of Barings Europe Ltd., ultimately held by Massachusetts Mutual Life Insurance Co. in the US. Barings traces its origins to 1762 when it was founded in London as a firm of merchants and merchant bankers. They were an asset management pioneer in the UK and set up an Investment Department in 1955. In 1989, all of Barings' asset management activities were consolidated within Baring Asset Management. Headquartered in London, the firm manages assets on behalf of pension funds, pooled vehicles, governments, charities and high-net worth individuals. Barings UK offers a wide range of equity and fixed-income mutual funds in both domestic and international markets. They are a socially responsible investor which takes environmental and socially responsible investment issues into account and seek guidance from clients.

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

Pacific Capital Partners Ltd., trading as Pacific Asset Management (PAM), is an alternative investment firm headquartered in London, UK. The firm was founded by Jonathan Mitchell and Mark Shoberg in 1993. They are owned by Pacific Investments Management Ltd., which is a subsidiary of Pacific Investments Ltd. They provide asset management solutions to high net worth individual and institutional clients. PAM is a signatory to the UN Principles for Responsible Investment (UN PRI).