Sam McKerrell

HSBC Bank Plc provides commercial banking and financial services. It operates in four businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking. The Retail Banking and Wealth Management business offers personal banking, mortgages, loans, credit cards, savings and investments and insurance services. The Commercial Banking business offers financial products and services to enable them to operate efficiently and meet their business aspirations. The Global Banking and Markets business offers capital financing, transaction and advisory banking services, trade, research, securities services and global liquidity and cash management. The Global Private Banking business offers investment management, incorporating advisory, discretionary and brokerage, private wealth solutions, comprising trusts and estate planning services. The company was founded in 1865 and is headquartered in London, the United Kingdom.

The University of Melbourne, founded in 1853, is a world-renowned institution located in Parkville, Australia. The university is a leader in education, teaching, and research, offering a wide range of coursework and research programs.

KPMG LLP (United Kingdom) provides audit, advisory, and tax services. Its audit and assurance services encompass accounting advisory, financial reporting publications, financial state audit, internal audit, and revenue recognition. The firm's tax and pension services include statutory residency test, pension, personal tax investigations, tax management consulting, tax technology, legal services, tax value chain, employment issues, indirect tax, and tax policy cycle. KPMG was founded in 1987 and is headquartered in London, the United Kigdom.

Heritage Group Ltd. provides insurance and financial services to individuals and institutions. The firm offers insurance broking and underwriting services. Its corporate services include construction and administration of trusts, companies and pension schemes as well as providing a range of aviation and marine services. The company is headquartered in St. Peter Port, Guernsey.

Sellerdeck Ltd. provides e-commerce solutions. The firm offers web hosting, secure payment, and website design services. It sells products through web designers and developers, Internet service providers, and web hosts and traditional IT VARs. The company was founded by Marc Heurtaut and Marc Schillaci in 2001 and is headquartered in West Byfleet, the United Kingdom.

Kleinwort Benson (Channel Islands) Ltd. provides financial services and private wealth management. Its services include custody, settlement and execution, fiduciary oversight, employee incentive services and corporate solutions. The company was founded in 1961 and is headquartered in St. Helier, Jersey.

Minnesota Steel Industries LLC manufactures steel. It incorporated the commercially available technology in mining, concentrating, pellet plant, DRI and electric arc steelmaking on a single site, making it one of the lowest cost steel producers in the world. The company is headquartered in St. Paul, MN.

Part of Premier Miton Group Plc, MitonOptimal South Africa (Pty) Ltd. is a South African company that provides investment advice. The company is based in Rondebosch, South Africa. The company was founded in 2004. Scott Campbell has been the CEO of the company since 2004.

MitonOptimal Guernsey Ltd. provides asset management services. The company was founded on July 15, 2003 and is headquartered in St. Peter Port, Guernsey.

Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients.

Alter Domus Luxembourg SARL operates as a integrated fund and corporate services provider. It offers fund, depositary services, consolidation, regulatory, liquidation, middle office, transfer pricing, and training services. The company was founded in 2003 and is headquartered in Luxembourg.

Headquartered in Guernsey, the Legis Group provides multi-jurisdictional fund, corporate and trust structures alongside supporting administrative services, to institutional and private clients. The company also provides a range of bespoke services to private clients. Legis Group employs over 60 members of staff, many with qualifications in the fields of accountancy, investment, company secretarial, fiduciary and compliance services.

The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom.

Channel Islands Property Fund Ltd. is a closed-ended investment company, which engages in the acquisition and holding of commercial property interests. The company's investment objective is to provide a total return from a combination of capital growth and an appropriate dividend policy through the acquisition and active management of commercial property predominantly in the Channel Islands. Its activity also include investment in commercial properties in Guernsey, Jersey, and the Isle of Man. The company was founded on August 25, 2010 and is headquartered in St. Peter Port, the United Kingdom.

Ravenscroft Optimal Portfolio Management Ltd. (Ravenscroft) is an investment management firm headquartered in Saint Peter Port, UK. The firm was formerly known as Mitonoptimal Portfolio Management (CI) Ltd. (MPM). They changed their name into Ravenscroft Optimal Portfolio Management Ltd. when Ravenscroft Holdings Ltd. (TISE: RHL) acquired MPM from Miton Group Ltd., a subsidiary of Premier Miton Group Plc (LON: PMI). Ravenscroft offers advisory investment services and discretionary investment management for both private and institutional clients.

Ravenscroft (CI) Ltd. provides management consultancy services other than financial management. The company was founded by Jonathan Richard Ravenscroft and Andrew Marshall Stewart on March 8, 2005 and is headquartered in St. Peter Port, the United Kingdom.

Ravenscroft Investment Management Ltd. (Ravenscroft) is the asset management subsidiary of Ravenscroft Ltd., which is owned by Ravenscroft Holdings Ltd. (TISE: RHL) in Great Britain. The firm was founded by Jon Ravenscroft in 2005 and is headquartered in St. Peter Port, Guernsey. Ravenscroft offers investment solutions for all types of clients.

Fiske Plc (Investment Management) (Fiske-IM) is the investment management division of Fiske Plc (LSE: FKE), an investment company which was originally a partnership founded in 1973 by Clive Fiske Harrison as senior partner. In 1988, the firm incorporated as Fiske & Co. Ltd. and became a public company in March 2000. Headquartered in London, Fiske-IM provides discretionary and non-discretionary investment advisory services to private clients.

MXC Capital /UK/ Ltd. engages in investment and advisory services. The company was founded on January 9, 2004 and is headquartered in London, the United Kingdom.

WH Ireland Ltd. (dba WHIreland) is a wealth management firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of WH Ireland Group Plc (LON: WHI). WHIreland provides discretionary and managed advisory services to individuals, corporates, trusts and funds.

Ravenscroft (IOM) Ltd. provides investment advisory services. The company is headquartered in Douglas, the United Kingdom.