Giles Edward Hedley-Dent

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 Regit Topco Ltd., Thesis Unit Trust Management Ltd. is a British company that provides investment advice. The company is based in Chichester, UK. The CEO of the company is David William Tyerman.

Part of Northern Trust Corp., Barings (Guernsey) Ltd. (UK Custody) is an investment management firm. The company is based in St. Peter Port, UK.

Part of Raymond James Financial, Inc., Charles Stanley & Co. Ltd. is a British brokerage company that provides brokerage services. The company is based in London, UK. The company was founded in 1792. Paul Andrew Abberley has been the CEO of the company since 2014.

Brooks Macdonald Asset Management Ltd. (BMAM) is the specialist investment subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. The firm was founded by Jonathan Gumpel and Richard Spencer in 1997 as Brooks Macdonald Gayer Asset Management Ltd. and changed their name to Brooks Macdonald Asset Management Ltd. in 2002. BMAM is headquartered in London with offices throughout Great Britain. They offer a range of investment management services and advice to individuals, pension funds, institutions, charities and trusts in the UK and internationally.

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.

Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.

Morningstar Investment Management Europe Ltd. (MIME) is the Great Britain-based asset management subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, MIME was founded in 2006 and provides discretionary investment management and advisory services to individual and institutional clients.

Farley & Thompson LLP provides investment advice. The private company is based in Bournemouth, UK and has subsidiaries in the United Kingdom. The British company was founded in 1938. Nicholas Chetwood has been the CEO of the company since 2022.

Pallant Independent Ltd. provides financial planning solutions. Its services include overall wealth audit, clarifying client objectives, and financial planning. The company was founded on October 19, 2010 and is headquartered in Chichester, the United Kingdom.

Tutman LLP is an investment management firm headquartered in Chichester, UK. The firm was founded in 2011 and is a subsidiary of Thesis Unit Trust Management Ltd., itself is owned by Regit Topco Ltd. Tutman provides bespoke and flexible solutions to collective investment schemes.

Part of Regit Topco Ltd., Regit Finco Ltd. is a British company that provides investment services. The company is based in Chichester, UK. Regit Finco was founded in 2017.

Part of Regit Topco Ltd., Thesis Services Ltd. is a British company that provides business and administrative services. The company is based in Chichester, UK and was founded in 2018.