Mark W. Atherton

EFG Private Bank Ltd. is the UK-based private banking arm of EFG International AG (SWX: EFGN; ADR: EFGXY), a global private banking group in Switzerland. The firm was founded in 1988 and is headquartered in London. EFG Private Bank provides international private banking and wealth management services to high-net worth individuals and a range of intermediaries.

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.