Richard Thomas Carter

Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations.

Quilter & Co. Ltd. (Quilter) is the investment management subsidiary of Quilter Cheviot Ltd., itself a subsidiary of Quilter Cheviot Holdings Ltd. in Great Britain. The firm, which traces their ancestry back to 1777, was acquired by Morgan Stanley in 2007 and in 2012, the firm's management and private equity firm, Bridgepoint, partnered to purchase them from Morgan Stanley Smith Barney. The firm is headquartered in London and has a network of regional offices around the UK, Jersey and Ireland including Belfast, Birmingham, Bristol, Dublin, Edinburgh, Glasgow, Jersey, Leicester, Liverpool, Manchester, North Wales and Salisbury. They provide discretionary portfolio, managed portfolio, stockbroking, SIPP and ISA services to a range of clients including private investors, charities and trusts, pension funds, corporate bodies and life insurance companies.

Mellon Investments (UK) Ltd. (Mellon UK) is an investment management firm headquartered in London, UK. The firm was founded in 1933 and is a subsidiary of BNY Mellon International Asset Management Group Ltd., ultimately owned by The Bank of New York Mellon Corp. (NYSE: BK) in the US. Mellon UK provides innovative solutions for sophisticated fixed-income investors.

Blackfriars Asset Management Ltd. (Blackfriars) is the Great Britain-based, wholly-owned asset management subsidiary of The Hamon Investment Group Pte Ltd. in Hong Kong. Located in London, the firm was established in 1998 as part of WestAM. In 2006, BNY Mellon acquired 50% of WestAM to form WestLB Mellon Asset Management UK Ltd. Blackfriars is a specialist investment boutique. Their clients include savings banks, commercial banks, corporations, foundations, endowments, governments, central banks, insurance companies, mutual funds and pension funds. The firm manages segregated accounts and mutual funds including the Luxembourg-registered Compass umbrella fund.