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JPMorgan Private Bank likes its upper crust well-buttered. Catering to the wealthiest individuals and families, as well as business owners, executives, endowments, and foundations, the unit of JPMorgan Chase is one of the largest private banks in the world. It performs a range of wealth management services, tailoring its efforts to its clients' needs and taking full advantage of its parent's banking and brokerage prowess. The company's offerings include investing, capital advisory, lines of credit, hedge funds, and trust services, as well as advice on tax and estate planning and philanthropy. JPMorgan Private Bank manages more than $450 billion in client assets.

Julius Baer Gruppe AG company provides private banking and investment advisory services to wealthy individuals and asset managers around the world. Operating through key subsidiary Bank Julius Baer and other units, the company is the largest independent private bankers among the traditional Swiss banking guard. Julius Baer has some 40 offices in many of the world's financial centers, from Dubai to Tokyo. In 2009 the company split itself up, separating its private banking and asset management operations. It spun off GAM Holding and its stake in advisory firm Artio Global Investors to focus on its core private banking business.

Jupiter Asset Management Limited was founded in 1985 and is based in London, United Kingdom. Jupiter Asset Management Limited is privately owned investment manager. It primarily provides its services to private and institutional investors. The firm manages mutual funds as well as hedge funds for its clients. It invests in public equity and fixed income markets across the globe. The fund uses a fundamental analysis along with bottom-up stock picking approach to create its portfolio. It conducts in-house research to make its investment decisions.

Kayne Anderson Rudnick Investment Management was founded in 1984 and is based in Los Angeles, California. Kayne Anderson Rudnick Investment Management, LLC is a privately owned investment manager. The firm primarily provides its services to individuals, including high net worth individuals. It also manages accounts for banking or thrift institutions, investment companies, pension and profit sharing plans, endowments, foundations, public funds, pooled investment vehicles, charitable organizations, corporations, state or municipal government entities, and Taft-Hartley plans. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also manages mutual funds. The firm invests in the public equity markets across the globe and fixed income markets of the United States. It invests in stocks of small-cap, small/mid-cap, mid-cap, and large-cap companies. The firm invests in high-quality intermediate maturity fixed income government, municipal, and corporate securities. It employs fundamental analysis with bottom-up stock picking approach.

KKR Financial Holdings LLC is a specialty finance company with focus in a range of asset classes. The Company invests in financial assets consisting primarily of below investment grade corporate debt, including senior secured and unsecured loans, mezzanine loans, high yield corporate bonds, distressed and stressed debt securities, marketable and non-marketable equity securities and credit default and total rate of return swaps. The corporate loans invested in are referred to as syndicated bank loans, or leveraged loans, and are purchased, through assignment or participation in either the primary or secondary market. The Company is externally managed and advised by KKR Financial Advisors LLC (the Manager), a wholly owned subsidiary of Kohlberg Kravis Roberts & Co. (Fixed Income) LLC. Kohlberg Kravis Roberts & Co. (Fixed Income) LLC is a wholly owned subsidiary of Kohlberg Kravis Roberts & Co. L.P. (KKR).

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