Marcel Adam Claude Porcheron

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.

Tilney Investment Management Ltd. provides investment advisory services. The firm caters to private investors interested in managing their wealth on behalf of their families, businesses, and for personal or philanthropic ventures. It provides access to investment products, including some developed for institutional clients, such as cash, equities, bonds, mutual funds, structured products and derivatives, foreign exchange and commodities, hedge funds, private equity, and real estate. The company was founded in 1836 and is headquartered in London, the United Kingdom.

The Standard Life Assurance Co. Ltd. provides life assurance, annuity, health insurance, and financial services. The company was founded in 1923 and is headquartered in Edinburgh, UK.

C. Le Masurier Ltd. operates public houses and sells beer. The private company is based in St. Helier, UK.

Hawksford Trust Co. Jersey Ltd. provides a range of services and solutions to and for trusts, private clients and business. It offers real estate structuring, islamic financing, employee solutions, fund administration and trust formation services. The company was founded in 1963 and is headquartered in Jersey, the United Kingdom.

Bestinvest (Holdings) Ltd. operates as a holding company with interests in investment advisory and management services. It offers services through its subsidiaries. The firm also provides financial planning, insurance broking and wealth management services. The company was founded on May 28, 1997 and is headquartered in London, the United Kingdom.

Rawlinson & Hunter Ltd. is an international group of professional firms that provides financial and taxation advice. Rawlinson & Hunter is based in London, UK, and has subsidiaries in the United Kingdom and British Virgin Islands. The British company was established in 1933 by Alfred Rawlinson and Robert Hunter. Rawlinson & Hunter aims to deliver high-quality advice and client experience across various service areas. The private company helps financially successful families monitor their assets and wealth, which can be challenging due to the increasing diversity of investment products.

Tilney (Holdings) Ltd. is a private client investment group. Its business activities include investment management, investment advisory, and financial planning. The company was founded on November 29, 2013 and is headquartered in London, the United Kingdom.

Towry Holdings Ltd. provides financial advisory and investment management services. The firm’s solutions include lifetime financial plan, pension and retirement planning, managing investment risk, discretionary investment management and advisory portfolio management services. The company was incorporated on May 21, 2003 and is headquartered in Bracknell, the United Kingdom.

AMP Group Finance Services Ltd. engages in the provision of financial support services for its parent company. It raises finance and enters into derivative transactions for the AMP Ltd. in Australia. The company was founded on November 1, 1999 and is headquartered in Sydney, Australia.

Part of Stockland, Stockland (UK) Development Ltd. is a British company that develops and invests in retail and commercial property. The company is based in London, UK.

Hargreaves Lansdown Asset Management Ltd. (Hargreaves Lansdown) is an asset management firm headquartered in Bristol, UK. The firm was founded in 1985 and is a wholly-owned subsidiary of Hargreaves Lansdown plc (LSE: HL; ADR: HRGLY), a financial services provider in Great Britain. Hargreaves Lansdown offers unit trust and equity broking, investment fund management, and life and pensions consultancy to private investors.

Tilney Discretionary Portfolio Management Ltd. (TDPM) is the asset management subsidiary of Violin Bidco Ltd., which is ultimately held by Alexlux SARL. The firm is headquartered in London and was founded in 1964. TDPM provides financial planning and advisory for private individuals, families, charities and professionals.

Society of Trust & Estate Practitioners Ltd. operates a professional association for practitioners. The non-profit company is based in London, UK. and has subsidiaries in Cyprus and Hong Kong. It was founded in 1991 by George Tasker. Mark Walley has been the CEO of the British company since 2019.

Tilney Asset Management Services Ltd. (Tilney AM) is the asset management subsidiary of Ashcourt Holdings Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Founded in 1993 as Ashcourt Rowan Asset Management Ltd., the firm was acquired by Towry Holdings and changed their name to Towry Asset Management in 2016. They became Tilney Asset Management Services Ltd. in 2017. Headquartered in London, Tilney AM offers a range of services such as financial planning, investment management and advice to private investors, charities and professional intermediaries.

Part of Direct Line Insurance Group Plc, U K Insurance Ltd. is a British company that provides general insurance services. The company is based in Leeds, UK and was founded in 1974.

Leeds Castle Foundation is a historical site that showcases the lives of those who owned and commanded Leeds Castle throughout generations. The non-profit company is based in Maidstone, UK, and has subsidiaries in the United Kingdom. The restoration and conservation projects of the castle are essential in preserving its unique history for future generations. The foundation also hosts a variety of events throughout the year, making it an exciting destination for visitors. The British company was founded in 1974, and Helen Bonser-Wilton has been the CEO of the company since 2021.

Capital Professional Ltd. provides financial advisory services. It specializes in financial planning, employee benefits, pensions, estate planning, investments, tax planning, retirement planning, and inheritance tax. The company was founded on March 30, 2011 and is headquartered in Reading, the United Kingdom.

Part of Barclays PLC, Barclays Wealth & Investment Management is a British company that provides investment advice. The CEO of the company is Rosalie Hunter.

EQ Investors Ltd. is a privately-held investment management firm headquartered in London, UK. Founded in 2010, the firm provides financial advice and investment management services to individuals, small businesses and charitable endowments.

IPSX Group Ltd. provides financial intermediary services. The company was founded in 2014 by Anthony Gahan, Cyril Théret and Ian Axe and is headquartered in London, the United Kingdom.

Ascot Lloyd Plc engages in the provision of financial planning and investment advice. The company was founded by Richard Thomas Dunbabin and Patrick O’Hara in 2004 and is headquartered in Wokingham, the United Kingdom.

Part of QA-IQ Group Ltd., QA Gateway Ltd. is a consulting and digital agency founded in 2015. The company is based in Slough, UK. QA Gateway provides individually tailored digital services to their customers with a focus on delivering excellence.

Part of Platinum L.P. Guernsey Ltd., Tilney Fund Managers Ltd. is a British company that provides fund management services. The company is based in London, UK and was founded in 2014.

RBS Group Ltd. provides brickwork and scaffolding contracting services. The private company is based in Grays, UK.

Part of OCM Luxembourg EPF III Tie Holdings Sarl, CPL Topco Ltd. is a British company that provides financial advisory services. The company is based in Reading, UK. CPL Topco was founded in 2017.

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.

QA Ltd. provides digital education and skills services. It offers course catague, apprenticeships, graduate academy, higher education, course specialisms, partner specialisms, and certifications. The company was founded by Mike Cheeseman, Jim Watt, and Howard Kornstein in 1985 and is headquartered in Slough, the United Kingdom.