Andrew Hobson

Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis.

Barclays Investment Solutions Ltd. (BISL) is the investment management subsidiary of Barclays Bank Plc (Private Banking), the private banking division of Barclays Bank Plc (LON: BARC, ADR: BCS) in Great Britain. The firm was founded in 1992. They were previously known as Gerrard Investment Management Ltd. until 2017. BISL is headquartered in London and has offices throughout Great Britain where they manage investments for high-net worth individuals, charities, trusts, private clients and pension funds.

Bluehone AIM VCT PLC invests to achieve long-term capital growth through investment in companies that raise new capital on the Alternative Investment Market. The fund invests in companies operating in automobiles, pharmaceuticals, information technology, telecommunications, engineering, transport, and support services. The company is headquartered in Leeds, the United Kingdom.

J. M. Finn & Co. Ltd. (JM Finn) is a wealth management firm headquartered in London, UK. The firm was founded as a partnership in 1946 and in 2011 they became a subsidiary of Delen Private Bank NV, which is owned by Ackermans & van Haaren NV (EBR: ACKB, ADR: AVHNY) in Belgium. JM Finn offers a high quality, personalized investment management service for private and professional investors.

McCarthy Tetrault LLP provides legal services. Its services include integrated business law, litigation services, taxation, real property, and labour and employment law. The company was founded in 1855 and is headquartered in Montreal, Canada.

Part of Old Mutual Ltd., Capel Cure Myers Capital Management Ltd is a securities association and international stock exchange. The company is based in London, UK. Capel Cure Myers Capital Management was acquired by OM Residual UK Ltd. on December 01, 1997 for $135.10 million.

Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain.

Rensburg Sheppards Ltd. provides investment management services. Its services include pension funds, charities and venture capital trusts. The company was founded in May 2005 and is headquartered in Leeds, the United Kingdom.

Close Asset Management Ltd. (Close AM) is the asset management subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group plc (LSE: CBG, ADR: CBGPY) in Great Britain. The firm was founded in 1982 and does business as Close Brothers Asset Management. Headquartered in London, Close AM provides a bespoke investment management service to private clients, trusts and corporates.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

Ontario Bar Association operates as the voice of Canada’s legal profession. The firm represents lawyers, judges, notaries, law teachers and law students from across the province. It specializes in advocacy, practice area sanctions, professional development programs, and law reform and law amendment. The company was founded in 1896 and is headquartered in Toronto, Canada.

Margetts Fund Management Ltd. (MFM) is an investment management firm headquartered in Birmingham, UK. The firm was founded in 2001 and is a direct subsidiary of Margetts Holdings Ltd. MFM provides fund management and other fund services for private clients and independent financial advisers.

Hawksmoor Investment Management Ltd. (Hawksmoor) is an investment management firm headquartered in Exeter, UK. The firm was founded by John C. Crowley in 2008 and is a subsidiary of Hawksmoor Group Ltd. Hawksmoor provides discretionary management services for private investors which includes trusts, pension schemes and charities. They also manage multi-asset funds-of-funds and a series of risk-based model portfolios for financial advisers.

Adelante Asset Management Ltd. (Adelante) is an independent alternative investment management firm headquartered in London, UK. The firm was founded as Convivo Capital Management Ltd. in 2003 through a management buyout of Guernsey-based funds from Aberdeen Asset Management and was acquired by Threadneedle in 2007. Adelante provides investment advice to Adelante Exotic Fund.

Margetts Holdings Ltd. functions as an investment holding British company. The private company is based in Birmingham, UK. and has subsidiaries in United Kingdom.

Hortons' Estate Ltd. engages in building project development services. Its portfolio contains of office, industrial, retail, and leisure properties located throughout the Midlands. The company was founded by Isaac Horton and is headquartered in Birmingham, the United Kingdom.

AFH Independent Financial Services Ltd. (AFH) is a Great Britain-based wealth management firm headquartered in Bromsgrove, Worcestershire. The firm was founded in 2002 and formerly known as AFH Brightwells Ltd. They are a subsidiary of AFH Group Ltd., owned by AFH Financial Group Ltd. (LON: AFHP). AFH provides financial planning and investment management services to individuals and businesses across the UK.

Castle Investment Solutions Ltd. provides discretionary fund management services. Its services include initial & ongoing due diligence, unique cost savings, access to bespoke portfolios and access to information. The company is headquartered in Falmouth, the United Kingdom.

Part of Rathbones Group Plc, Rathbone Trust Co. Ltd. operates an investment trust business. The company is based in London, UK. The British company was founded in 1982. The CEO is Bruce Robert Newbigging.

LGT Wealth Management Ltd. is an investment management firm headquartered in London, UK. The firm was founded in 2007 and formerly known as Abrdn Capital Ltd. In 2023, they became a subsidiary of LGT UK Holdings Ltd., which is ultimately owned by LGT Group Foundation in Liechtenstein. LGT Wealth Management provides discretionary investment management services for private clients, charities and pension schemes.

Crux Asset Management Ltd. (CRUX) is an asset management firm headquartered in London, UK. The firm was founded in 2014 by a group of highly experienced individuals that seek to provide clients with superior investment returns and excellent client service. In 2023, they were acquired by Lansdowne Partners (UK) LLP, which is ultimately owned by Lansdowne Partners International Ltd. in Cayman Islands. CRUX manages long-only equity investments that specializes in Asian, European and UK investments.