Tilney Smith & Williamson Competitors

As a global active asset and wealth manager, we believe better outcomes come from asking better questions. By combining research, data and judgement, we make deliberate investment decisions and focus on the risks that matter. We don’t simply follow. We ask better questions, challenge assumptions and apply active insight to pursue better outcomes for our clients. On 1 October 2026, Schroders and Nuveen joined forces to create one of the world’s leading active asset and wealth managers, with approximately US$2.6 trillion* in assets under management. Our capabilities span public and private markets, supported by the long-term strength of our parent company, TIAA. For more than 220 years, our approach has helped clients navigate changing markets and pursue their long-term goals. Today, our investment specialists around the world combine global expertise with local insight to identify opportunities across equities, fixed income, multi-asset, alternatives, private markets and wealth management. We work with institutions, intermediaries and private investors, taking the time to understand their objectives and partnering with them to build resilient, long-term solutions. We create prosperity - together. Note: On 1 October, 2026, Nuveen, LLC completed its acquisition of Schroders plc. AUM shown reflects the combined assets of both entities as of 30 June 2026 Disclaimer: Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed. Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below: Telephone: +44(0)20 7658 4004 Email: reportscams@schroders.com

Gilson Gray Financial Management (GGFM) provides financial planning and wealth management advice to individuals, families, business owners and corporate clients. Our advisers help clients make informed financial decisions, build and protect wealth and plan for the future. Our approach is personal and long-term, centred around understanding each client's circumstances, priorities and objectives and building a financial plan around what matters to them. Gilson Gray Financial Management is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Gilson Gray Financial Management is a trading name of Gilson Gray Financial Ltd. SJP Approved 20.08.2026

At Close Brothers, we are here to help the people and businesses of Britain thrive over the long term. This means supporting our colleagues, customers and clients, and the communities and environment in which they operate. It means helping people and businesses unlock their potential and plan for the future with confidence, building relationships that stand the test of time. It also means that we continue to be there for the long term, whatever the economic climate, making decisions that are right for today and for generations to come. Close Brothers is a UK specialist banking group providing lending and deposit taking. We employ approximately 2,600 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. What we do Banking Banking provides specialist lending and deposits across three businesses: Commercial offers specialist and predominantly secured lending principally to the SME market; Retail provides intermediated finance through motor dealers, motor finance brokers and insurance brokers, and savings products for individuals and corporates; and Property offers residential development finance to established UK property developers, funding for commercial properties, and bridging and refurbishment loans. www.closebrothers.com