WEALTH at work Competitors

Deloitte drives progress. Our firms around the world help clients become leaders wherever they choose to compete. Deloitte invests in outstanding people of diverse talents and backgrounds and empowers them to achieve more than they could elsewhere. Our work combines advice with action and integrity. We believe that when our clients and society are stronger, so are we. Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited (“DTTL”), its global network of member firms, and their related entities. DTTL (also referred to as “Deloitte Global”) and each of its member firms are legally separate and independent entities. DTTL does not provide services to clients. Please see www.deloitte.com/about to learn more. The content on this page contains general information only, and none of Deloitte Touche Tohmatsu Limited, its member firms, or their related entities (collectively the “Deloitte Network”) is, by means of this publication, rendering professional advice or services. Before making any decision or taking any action that may affect your finances or your business, you should consult a qualified professional adviser. No entity in the Deloitte Network shall be responsible for any loss whatsoever sustained by any person who relies on content from this page.

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

At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world. Millions of people rely on us to manage their money and invest for their future; together they entrust us with over $715 billion.* We are globally connected with a team of approximately 550 investment professionals providing diverse expertise, spanning almost every asset class and market. We are intense about research as we believe that original independent research makes investment decisions smarter. We believe great ideas come from intentional collaboration, and the best outcomes for our clients emerge from working together. Every day, we’re looking for opportunities to improve how we invest and what our clients experience; our focus on continuous improvement means that we never stand still. Whatever world you want, our purpose is to help you achieve it. United States: Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. www.columbiathreadneedleus.com/social http://www.columbiathreadneedle.com/linkedin *AUM data as of June 30, 2026.