Andy Lakeman

Rathbones Asset Management Ltd. (RAM) is the wholly-owned fund management subsidiary of Rathbones Group Plc (LON: RAT) in Great Britain. Originally founded as Laurence Keen Unit Trust Management Ltd. in 1989, the firm was acquired by the Rathbone Group in 1995 and was renamed Rathbone Unit Trust Management Ltd. in 1999. They became Rathbones Asset Management Ltd. in 2023. Headquartered in London, RAM manages the Rathbone family of equity and fixed-income funds for retail investors and segregated institutional accounts.

HSBC Global Asset Management (UK) Ltd. (HSBC GAM-UK) is the wholly owned asset management subsidiary of HSBC Global Asset Management Ltd., ultimately part of HSBC Holdings plc (LON: HSBA, ADR: HSBC) in Great Britain. Headquartered in London, HSBC GAM-UK was founded in 1985 and acts as a discretionary investment manager that offers a wide range of investment solutions across equity, fixed income, liquidity and multi-asset strategies. Their clients include the Group’s retail and private banking customers, financial intermediaries and distributors and institutions.

Legal & General Investment Management Ltd. (LGIM) is a fund management firm headquartered in London. The firm was founded in 1970 and is a wholly-owned subsidiary of Legal & General Investment Management (Holdings) Ltd., which is owned by Legal & General Group plc (LSE: LGEN, ADR: LGGNY). LGIM provides investment management services to pension funds, institutional and private clients. Their clients are primarily in Great Britain, and marginally in the US though their Chicago-based subsidiary LGIM America, which established in 2006.

Part of Brooks MacDonald Group Plc, Brooks Macdonald Financial Consulting Ltd. is a British company that provides investment management services. The company is based in London, UK and was founded in 1991.

Newscape Capital Group Ltd. (Newscape Capital) is a diversified financial services boutique headquartered in London, UK. The firm was founded by Stephen D. Decani in 2008 as E-Vestment Capital Ltd. Newscape Capital provides investment advice to valued clients and investment partners which include financial intermediaries, pension funds, professional families, trusts and fiduciaries, institutions and sovereign wealth funds.

Part of abrdn Plc, Prolific Financial Management Plc is a British company that provides fund management and financial advisory services. The company is based in London, UK.

Part of AXA SA, Framlington Group Plc is an investment holding British company. The company is based in London, UK. Framlington Group was acquired by AXA Investment Managers (Paris) SA from HSBC Holdings Plc on October 31, 2005 for $310.71 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.

Braemar Group Plc engages in finance and investment activities. It operates through two divisions: Braemar Securities Limited and Braemar Estates (Residential) Limited. Braemar Securities specializes in fund raising for public and private companies. It sponsors and operates a range of property investment funds for the Group and for third parties. Braemar Estates is responsible for the property management for Group funds and also has a diverse portfolio of managed residential properties throughout the UK. Braemar was founded in 2001 and is headquartered in Hale, the United Kingdom.

Brooks Macdonald Asset Management Ltd. (BMAM) is the specialist investment subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. The firm was founded by Jonathan Gumpel and Richard Spencer in 1997 as Brooks Macdonald Gayer Asset Management Ltd. and changed their name to Brooks Macdonald Asset Management Ltd. in 2002. BMAM is headquartered in London with offices throughout Great Britain. They offer a range of investment management services and advice to individuals, pension funds, institutions, charities and trusts in the UK and internationally.

Elcot Capital Management Ltd. is a privately-owned, UK-based alternative investment firm which was founded by Michael Vogel and Nick Measham in 2003. Headquartered in London, the firm provides asset management services to high net-worth individuals and institutional investors.

Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients.

Part of Brooks MacDonald Group Plc, Brooks MacDonald Nominees Ltd. acts as a nominee/trust/depository. The company is based in London, UK and was founded in 2005.

Part of Legal & General Group Plc, Suffolk Life Pensions Ltd. is a UK pension provider offering a range of SIPP and SSAS solutions for individuals and businesses. The company is based in Ipswich, UK. With over 40 years of experience, the British company provides expert guidance and support to help clients plan their financial future.

Part of Brooks MacDonald Group Plc, Levitas Investment Management Services Ltd. provides investment management services. The company is based in Bristol, UK. Levitas Investment Management Services was acquired by Brooks MacDonald Group Plc on July 31, 2014 for $40.57 million.

Cobalt Data Centre 3 LLP is a British company that develops data centre properties. The private company is based in London, UK. The company was founded in 2011.

Part of TP ICAP Group Plc, OTAS Technologies Ltd. is an analytics platform. The company is based in London, UK. OTAS Technologies was acquired by Liquidnet, Inc. on May 17, 2017.

Otas Technologies Holding Ltd. develops business and domestic software solutions. The private company is based in London, UK and was founded in 2015.

Olivetree Group Ltd. is a British company that specializes in equities and capital markets transactions. The private company is based in London, UK, and has subsidiaries in the United Kingdom and the United States. The company serves a diverse range of clients, including some of the largest and most sophisticated investors and corporates in the world. Olivetree Financial is their equity markets division, which provides timely and unbiased services to institutional clients exclusively. The company was founded in 2014 by Daryn Michael Kutner.

Fortem Capital Ltd. is an independent investment management firm headquartered in London, UK. Founded in 2016, the firm offers Fortem funds and segregated mandate solutions to individual and institutional clients.

Part of Catley Lakeman May Ltd., Atlantic House Investments Ltd. is a British company that provides investment advice. The company is based in London, UK and was founded in 2019.