Mark G. McCutcheon

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.

Nomura International Plc provides a variety of financial services including advisement, investment banking and asset management. It trades in and sells fixed income and equity products, including related derivatives; and provides investment banking services, and corporate finance and private equity services. The company is also involved in asset and principal finance business. It offers investment advisory and management, custody, and employment services. Nomura International was founded in 1981 and is headquartered in London, the United Kingdom.

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.

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

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.

Thesis Asset Management Ltd. (Thesis) is an investment management firm headquartered in Chichester, UK. The firm was founded in 1974 by law firm Thomas Eggar. They are a subsidiary of Sanlam UK Ltd., which is owned by Sanlam Ltd. (JSE: SLM) in South Africa. Thesis provides investment management services for private clients, charities, pension funds and trusts. In addition, the firm also creates bespoke investment solutions and model portfolios for financial advisers, and within the Thesis group can create funds and offer fund custody and administration services through Thesis Unit Trust Management.

Richard Shuttleworth Trustees is a charity organization founded in 1992 that promotes education and training in the science, practice, and history of aviation and automotive transport. The non-profit company is based in Biggleswade, UK.

Part of South China Financial Holdings Ltd., South China Securities UK Ltd. is a financial services company based in London, UK. South China Securities provides personalized investment services to clients through a licensed professional brokerage team. The British company offers investment information and advice on different market conditions and Hong Kong stock trends. The company helps clients choose or recommend which stocks or securities to buy and sell, and when to buy and sell, to pursue better investment performance. South China Financial Holdings Ltd. has a team of experts in different fields, providing a wide range of products, including over 3,200 funds, various insurance products from nearly 26 insurance companies, more than 2,300 bonds, as well as futures, stock products, and overseas property sales. The company offers comprehensive and reliable investment solutions tailored to your needs. The company was founded in 1989. The CEO is Peter Wong.

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.

CW Residential Ltd. engages in investing residential assets. The company is headquartered in Northampton, the United Kingdom.

Smith & Williamson (Bristol) LLP provides accounting services. It offers personal financial planning, auditing, restructuring and recovery, and forensic services. The firm has offices in London, Belfast, Guildford, Salisbury, Southampton, and Worcester. The company was founded in 1869 and is headquartered in Bristol, the United Kingdom.

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.

Amundi (UK) Ltd. (Amundi UK) is the Great Britain-based subsidiary of Amundi SA (EPA: AMUN), itself a subsidiary of Rue de la Boetie SAS-held Crédit Agricole SA (EPA: ACA) in France. Headquartered in London, Amundi UK was founded in 1983 and provides asset management services for retail and institutional clients.

Waverton Investment Management (Waverton) is the Great Britain-based investment management subsidiary of Waverton Investment Management Group Ltd., ultimately held by Somers Ltd. (BH: SOMS) in Bermuda. The firm was founded by Richard Hambro in 1986 as J.O. Hambro Investment Management Ltd. They changed their name to Waverton Investment Management Ltd. in 2014. Headquartered in London, Waverton provides discretionary investment management services to private clients such as individuals, charities, trusts and collective investment schemes (funds).

Newton Investment Management Ltd. (Newton) is the wholly-owned, Great Britain-based investment management subsidiary of Newton Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) (BNY Mellon) in the US. The firm was founded in 1978 as a joint venture with Scottish insurance broker Reed Stenhouse. In 1986 they were acquired by Alexander & Alexander and were renamed Newton Investment Management. Headquartered in London, Newton provides investment products and services to a wide range of clients, such as pension funds, charities, corporations and individuals (via BNY Mellon). Newton is a signatory to the UN Principles for Responsible Investment (PRI).