Paul John Sarosy

Credit Suisse AG (Private Banking) (CSPB) is the Zurich-based private banking division of Credit Suisse AG, itself a subsidiary of Credit Suisse Group AG (VX: CSGN) in Switzerland. Established in 1856, CSPB provides comprehensive advice and a range of investment products and services to private, corporate and institutional clients. The firm is a leading provider of innovative alternative investment products. Their wealth management solutions include tax planning, pension planning, life insurance solutions, wealth and inheritance advice, trusts and foundations.

Stonehage Fleming Investment Management Ltd. (Stonehage Fleming) is the wealth management subsidiary of Stonehage Fleming (UK) Ltd., ultimately held by Spes Bona Ltd. in British Virgin Islands. The firm was founded in 2000 as FF&P Asset Management Ltd. and changed their name to Stonehage Fleming Investment Management Ltd. in 2015 when Stonehage and Fleming Family & Partners merged. Headquartered in London, Stonehage Fleming provides investment advice to high-net worth individuals, family groups, charities and institutions.

Artorius Wealth Ltd. is a British company that was founded in 2014. The private company is based in Manchester, UK. The company fights for their clients and consider it an honour to advise on their wealth.

Artorius Wealth Management Ltd. provides investment services. The company was founded on October 29, 2014 and is headquartered in Harrow, the United Kingdom.

Allied Resource Corp. provides clean technology products and services to industrial clients, in particular in the oil, gas, water, and coal industry. The firm has three business units: engineering services, clean oil technologies, and DeNox Catalyst production. The company was founded in 1994 and is headquartered in Wayne, PA.

Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients.

Loyens & Loeff NV provides legal advisory services. The company was founded in 2000 and is headquartered in Amsterdam, the Netherlands.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

MHPF (UK) Ltd. is an investment holding British company founded in 2016. The private company is based in London, UK. The company's main function is to hold investments.

Haywood Securities, Inc. (Investment Management) (Haywood-IM) is the investment management division of Haywood Securities, Inc., a full-service investment dealer headquartered in Vancouver, Canada. Founded in 1981, Haywood-IM offers customized, client centric, multi-asset portfolios for individuals and their families, business owners and like-minded entrepreneurs.

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors.

Part of Roland Berger Top Management Consulting Holding GmbH, Roland Berger Ltd. is a consultancy based in London, UK. The British company's corporate culture is based on three fundamental values: entrepreneurship, excellence, and empathy. Roland Berger offers a wide range of consulting services for various industries, including M&A, chemical companies, private equity firms, and manufacturers on the road to next-generation manufacturing. The company provides an analytic approach and expertise to meet the profound challenges facing the world. Founded in 1989, the company has more than 3000 employees working from over 50 offices in all major international markets.

Coutts & Co. is a wealth management firm headquartered in London, UK. The firm was founded in 1755 and is a subsidiary of NatWest Markets Plc, owned by NatWest Group Plc (LON: NWG). Coutts & Co. offers private banking and wealth management services for high-net-worth individuals and their families.

LGT Wealth Management UK LLP (LGT WM UK) is the wealth management subsidiary of LGT UK Holdings Ltd., which is owned by LGT Group Foundation (LGT) in Liechtenstein. Previously known as Vestra Wealth LLP and as LGT Vestra LLP, the firm was founded in 2007 by Matthew Evans, Andrew Sims, David Scott and Ben Snee. In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in the firm, primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT WM UK. Headquartered in London, LGT WM UK provides wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (EEA).

HSBC Private Bank (UK) Ltd. (HSBC Private Bank-UK) is the private banking subsidiary of HSBC Bank Plc., ultimately held by HSBC Holdings Plc (LON: HSBA) in Great Britain. The HSBC group can trace their history in London back to 1865 when the Hongkong and Shanghai Banking Corporation office opened, and through later acquisitions are linked to Samuel Montagu & Co. Limited, founded in 1853. Headquartered in London, HSBC Private Bank-UK offers a full range of wealth management advice and services to wealthy individuals and their families worldwide.

First Avenue Partners LLP provides advisory and capital placement services. It focuses on private equity, private credit, real estate, and real assets. The company was founded by Paul Buckley on May 22, 2006 and is headquartered in London, the United Kingdom.

Close Asset Management (UK) Ltd., doing business as Close Brothers Asset Management (CBAM), is an investment management firm headquartered in London, UK. The firm is a subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group Plc (LON: CBG). The firm was formerly known as Close Investments Ltd. in 1994 and changed into their current name when Close Brothers Investment, Close Investment, Close Finsbury Asset Management, and Reabourne Technology Investment Management were reorganized into a single legal entity in 2009. CBAM provides a wide variety of financial advisory and investment management services to UK and international intermediaries, private individuals, and institutions such as pension funds. They also manage discretionary portfolios as well as a diverse range of investment products.

The Stock Exchange Benevolent Fund provides financial assistance and support to former members of the London Stock Exchange and their dependents, primarily for the relief of poverty. The non-profit company is based in London, UK, with a registered office at Salisbury House Wall EC2M 5QQ. The British company offers one-off emergency grants for short-term funding issues, as well as ongoing grants for longer-term and more challenging circumstances. These payments contribute towards rent charges, the cost of living, utility costs, and the reduction of excess expenditure over income. The company also provides support in becoming a beneficiary of the SEBF, and eligibility for assistance is determined by personal circumstances and needs.

Close Asset Management Ltd. (Close AM) is the asset management subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group plc (LSE: CBG, ADR: CBGPY) in Great Britain. The firm was founded in 1982 and does business as Close Brothers Asset Management. Headquartered in London, Close AM provides a bespoke investment management service to private clients, trusts and corporates.

WH Ireland Ltd. (dba WHIreland) is a wealth management firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of WH Ireland Group Plc (LON: WHI). WHIreland provides discretionary and managed advisory services to individuals, corporates, trusts and funds.

Benevolent Fund provides charity for an organization. The non-profit company is based in Kegworth, UK.

C. Hoare & Co. operates as a private bank, which engages in the provision of banking, and wealth management services. The company was founded by Richard Hoare on July 5, 1672 and is headquartered in London, the United Kingdom.

The Woodland Trust is the largest conservation charity in the UK with over 500,000 supporters. The non-profit company is based in Grantham, UK and has subsidiaries in the United Kingdom. The British company aims to protect and restore ancient woodland, as well as contribute to the environment by planting native trees and woods. Established in 1972 by Kenneth Watkins, the company has over 1,000 sites in its care covering approximately 29,000 hectares. Access to its woods is free for everyone to benefit from woods and trees. Darren Moorcroft has been the CEO of the company since 2019.