Penny Harris

Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain.

SGKBB Ltd. (SGKBB) is the Great Britain-based private banking subsidiary of BHF Group UK Ltd., ultimately held by Societé Générale SA (PSE: GLE, ADR: SCGLY) in France. Formerly known as Kleinwort Benson Bank Ltd., the firm is headquartered in London. The firm traces their origins when it was founded in 1961 as Kleinwort Sons & Co and Robert Benson & Co. merged. In 1995, Dresdner Bank AG acquired the Kleinwort Benson group. Dresdner Bank was acquired by Allianz AG in 2001 and in 2009, KBB was acquired by RHJ International SA.SGKBB provides wealth management services to private individuals, trustees of private and grant-making trusts, personal pension schemes and charities.