Investor Presentaiton

CALEDONIA INVESTMENTS Private Capital (cont'd) 7IM - AUM tripled over period of ownership • Investment thesis: Corporate & Investment Timeline 2002:7IM founded, backed by Killik SEVEN Investment Management KILLIK & Co 2015: Majority acquisition by Caledonia CALEDONIA PRIVATE CAPITAL 2019: Dean Proctor appointed as CEO 2020: Acquisition of Partners Wealth Management PWM 2020: Acquisition of Find A Wealth Manager find a wealth manager.com 2023: Bolt-on acquisition Investment: Date: Sept 2015 • Stake: c.£74m for 94% ownership • - Expand direct to consumer distribution - Management succession - Invest in people and operations Ownership: New CEO, Chair & Exco change c.£54m of follow-on capital ⚫ Four acquisitions to expand direct to consumer offering ⚫ c.£40m investment in technology Businesses pivoted from pure investment manager to 'platform led' wealth manager Half-year results 2023 ZURICH AEGON TCAM ZİM 2007: Minority investment from Zurich & Aegon 2018: Acquisition of Tcam 2019: Strategy and brand re-set Lifetime AUM Growth (£bn) ■Intermediate ■ Direct 2020: Adrian Grace appointed as Chair P) Professional Adviser PAWARDS WINNER 2022: 7IM wins best platform at Professional Advisor awards ONTARIO TEACHERS' PENSION PLAN 2023: Agreed exit terms with Ontario Teachers' Pension Plan Board 21.8 20.9 20.2 18.1 14.6 13.3 12.4 10.9 10.1 7.7 III 2014 2015 2016 2017 2018 2019 2020 2021 2022 Sep-23 11

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