Charles Lindsell

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.

Legal & General (Caerus) Ltd. (LG Caerus) is the investment management subsidiary of Legal & General Investment Management Ltd., itself a subsidiary of Legal & General Group plc (LSE: LGEN, ADR: LGGNY) in Great Britain. Formerly known as Aerion Fund Management Ltd., established in 1987 as BG Pension Funds Management Ltd., the firm is located in London and offers a range of strategies across asset classes, including equities, bonds, real estate, alternatives, cash and multi-asset strategies tailored to the needs of institutional and retail investors.