Phil Bain

Shard Capital Partners LLP is a wealth management service and award-winning stockbroker that provides financial advice and stockbroking services to private and high-net-worth clients, family offices, and institutions. The private company is based in London, UK, and has subsidiaries in Gibraltar, United Kingdom, and Ireland. The British company offers investment, retirement, and estate planning, mortgages, wills, and probate through trusted third parties. The company also provides a range of products and services designed to provide maximum flexibility and transparency, giving clients the option to take as much or as little control over the investment decision-making process. The company was founded in 2010 by James William Edward Lewis, who has been the CEO since 2010.

Ashburton (Jersey) Ltd. (dba Ashburton Investments) is a UK-based asset management firm headquartered in St. Helier, Jersey. The firm was founded in 1982 and is a subsidiary of Ashburton Investment International Holdings Ltd., ultimately held by FirstRand Ltd. (JSE: FSR, ADR: FANDY) in South Africa. Ashburton Investments offers discretionary managed portfolios, multi asset and specialist equity solutions to international private and corporate clients, which includes family offices, trustees, charities and wealth managers.

Royal Bank of Canada (Channel Islands) Ltd. (RBC-CI), known as RBC (Channel Islands), is the offshore specialist within the Global Private Banking division of Royal Bank of Canada Holdings CI Ltd., ultimately held by Royal Bank of Canada (NYSE, TSX, SWX: RY). The firm was founded in 1973 and is headquartered in St. Peter Port, Guernsey with a branch in Jersey. RBC-CI specializes in private banking and international wealth management including offshore trust setup and cross-border financial transactions. They provide a range of advisory and discretionary investment management services for international high-net worth individuals and business owners.

Polianta Ltd. is an independent investment management firm headquartered in St. Helier, UK. The firm manages the assets of individual and institutional clients.

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.