Holger Boschke

HSBC Global Asset Management (USA), Inc. (AMUS) is the US-based wholly-owned investment advisory and fund management subsidiary of HSBC USA, Inc., and is indirectly owned by HSBC Holdings Plc (LSE: HSBA, NYSE: HBC) in Great Britain. The firm was founded in 1986 and is headquartered in New York City. AMUS provides discretionary and non-discretionary advisory services to clients in several major markets and is a multi-product provider of investment and fund management services. For institutions, the firm provides active and tailored portfolio management on a global, regional, asset-class and country specific basis. The firm also serves as investment adviser to US registered investment companies. AMUS is a signatory to the UN-supported Principles of responsible Investment (UNPRI).

abrdn Investment Management Ltd. (AIM) is the wholly-owned investment management subsidiary of Standard Life Investments Holdings Ltd., itself a wholly-owned subsidiary of abrdn Plc (LON: ABDN) in Great Britain. Formerly known as Standard Life Investments Ltd., the firm was founded in 1990 as the dedicated investment arm of the Standard Life group. Headquartered in Edinburgh, AIM is a socially responsible investor which offers Standard Life Ethical Funds for investors concerned about environmental and social issues. Their flagship is the UK Select Fund.

Ecclesiastical Insurance Office Plc provides insurance and financial consulting services. The company offers different insurance products, mortgages, investments, claims and risk management services. Ecclesiastical Insurance Office was founded in 1887 and is headquartered in Gloucester, the United Kingdom.

Clarity Technology Holdings Ltd. provides temporary staffing, locum provision, permanent placements, selection, and recruitment services. The firm's services include permanent contracts, fixed-term contracts, temporary staffing and HCL clarity. The company was founded on April 16, 2003 and is headquartered in London, the United Kingdom.

Russell Reynolds Associates, Inc. provides executive recruitment services. Its services include chief executive officer and board advisory services, culture assessment, executive search, global supply chain and leadership assessment. The company was founded in 1969 and is headquartered in New York, NY.

Coutts & Co. is a wealth management firm headquartered in London, UK. The firm was founded in 1755 and is a subsidiary of NatWest Markets Plc, owned by NatWest Group Plc (LON: NWG). Coutts & Co. offers private banking and wealth management services for high-net-worth individuals and their families.

Benefact Group Plc provides insurance, financial services, and risk management solutions. The company offers charity, education, heritage, care, faith, wedding, and Anglican church insurance, as well as home, travel, other faith, parishguard, hallguard, property owners, engineering, commercial, fidelity guarantee, and motor fleet insurance products. It also provides health and safety, and risk management services, including risk assessment, risk advisory, risk analysis, and risk consultancy services. It offers financial advisory services, which comprise mortgage advice, financial planning and investment advice, tax planning, and retirement and pension advice brokerage. Ecclesiastical Insurance Group was founded in 1887 and is headquartered in Gloucester, the United Kingdom.

Baring Asset Management Ltd. (Barings UK) is the Great Britain-based subsidiary of Barings Europe Ltd., ultimately held by Massachusetts Mutual Life Insurance Co. in the US. Barings traces its origins to 1762 when it was founded in London as a firm of merchants and merchant bankers. They were an asset management pioneer in the UK and set up an Investment Department in 1955. In 1989, all of Barings' asset management activities were consolidated within Baring Asset Management. Headquartered in London, the firm manages assets on behalf of pension funds, pooled vehicles, governments, charities and high-net worth individuals. Barings UK offers a wide range of equity and fixed-income mutual funds in both domestic and international markets. They are a socially responsible investor which takes environmental and socially responsible investment issues into account and seek guidance from clients.

Part of Private Bank & Trust Co. (United Kingdom), MM&K Ltd. is a leading independent share plan consultancy based in London, UK. The British company's services include advising on remuneration, company and employee share plans, employee trusts, SAYE, EMI & LTIP and much more. MM&K produce a number of leading pay surveys in line with their pay and share plan consulting services, including Board Level remuneration, Private Equity and Hedge Fund compensation. The company's Strategic Remuneration and Pay Advice services include Remuneration Committee, Executive Compensation and the Obermatt Bonus Index. MM&K was acquired by Private Bank & Trust Co. (United Kingdom) on July 01, 1996 for $3.08 million.

Waverton Investment Management (Waverton) is the Great Britain-based investment management subsidiary of Waverton Investment Management Group Ltd., ultimately held by Somers Ltd. (BH: SOMS) in Bermuda. The firm was founded by Richard Hambro in 1986 as J.O. Hambro Investment Management Ltd. They changed their name to Waverton Investment Management Ltd. in 2014. Headquartered in London, Waverton provides discretionary investment management services to private clients such as individuals, charities, trusts and collective investment schemes (funds).

Barclays Bank Plc (Private Banking) (BPB-UK) is the private banking division of Barclays Bank Plc, itself a subsidiary of Barclays Plc (LSE: BARC, ADR: BCS) in Great Britain. Founded in 1971, Barclays-PB is headquartered in London and offers wealth management products and services to high-net worth individuals, families and charities.

Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world.

Price Forbes & Partners Ltd. provides insurance and brokerage services. It offers solutions to clients across a range of industry areas and has expertise in accident and health; aviation; cargo; casualty; construction; energy; financial products; fine art, jewellery, and specie; marine; mining; political and credit risk; power, utilities, and nuclear; programmes and facilities; property; reinsurance; and terrorism. The company was founded in 1893 and is headquartered in London, the United Kingdom.

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.

Schroder & Co., Ltd. is the international private banking subsidiary of Schroder Wealth Holdings Ltd., ultimately held by Schroders Plc (LON: SDR) in Great Britain. The firm is headquartered in London and was founded in 1988. Schroder & Co. provides investment management services to high-net worth individuals and their families. They offer comprehensive wealth management services, including alternative investments and absolute return products, complemented by banking and fiduciary services.

Abrdn Fund Managers Ltd. (AFM) is the asset management subsidiary of Aberdeen Asset Management Plc, itself a subsidiary of abrdn Plc (LON: ABDN) in Great Britain. The firm was founded in 1962 and recently known as Aberdeen Standard Fund Managers Ltd. Headquartered in London, AFM provides investment products and solutions to individual and institutional clients.

Liberum Capital Ltd. (Liberum) is a brokerage firm headquartered in London, UK. The firm was founded by Shane Le Prevost in 2007 to provide a different style of broking. They were acquired by Panmure Liberum Ltd. from TN Holdings (BVI) Ltd. in 2024. Headquartered in London, Liberum provides trading and execution services for institutional clients. They bring liquidity into the niches that matter and are market-makers in various large, mid and small-cap stocks.

Part of Domino's Pizza Group Plc, Dresdner Kleinwort Leasing March (2) Ltd. provides finance leasing services. The company is based in London, UK. Dresdner Kleinwort Leasing March (2 was acquired by Domino's Pizza UK & Ireland Ltd. from Dresdner Kleinwort Leasing Ltd. on July 02, 2009 for $24.76 million.

Society of Trust & Estate Practitioners Ltd. operates a professional association for practitioners. The non-profit company is based in London, UK. and has subsidiaries in Cyprus and Hong Kong. It was founded in 1991 by George Tasker. Mark Walley has been the CEO of the British company since 2019.

Nutmeg Saving & Investment Ltd. provides online saving and investment management services. It builds and manages the portfolio of its clients and assists is clients in taking various investment decisions that are related to equities, corporate bonds, gilts, and gold. The company was founded by Nicholas Walter Hungerford and William Robert Todd in 2011 and is headquartered in London, the United Kingdom.

Alder Asset Management Ltd. provides asset management services. The private company is based in London, UK. The British company was founded in 1977.

The Farmington Trust Ltd. is a British company that provides religious education services. The non-profit company is based in Oxford, UK. The company was founded in 1964.

Part of Health Care Resourcing Group Ltd., HCL Healthcare Ltd. provides health care staff. The company is based in London, UK. Shikhar Neelkamal Malhotra has been the CEO of the British company since 2014.

EdenTree Investment Management Ltd. (EdenTree) is an investment management firm headquartered in London, UK. The firm was founded in 1988 as Ecclesiastical Buildings Fire Office to protect the Anglican Church. EdenTree was a wholly owned subsidiary of Benefact Group Plc until January 2023 when the entire ordinary issued share capital of the firm was transferred to EdenTree Holdings Ltd. (EHL) as part of the Group wide restructuring. They are ultimately owned by Benefact Trust Ltd. EdenTree provides a broad range of insurance, financial services and risk management solutions to meet the specific needs of its customers and business partners, which includes charities and heritage property owners. They manage the EdenTree Investment Funds for charities, designed to meet the needs of the UK Church and Charity investors.

Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. Formerly known as Rensburg Sheppards, the firm has roots dating back to 1827. In 2023, Rathbones Group Plc (LON: RAT) acquired the firm from Investec Plc (LON: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis.

Guernsey Finance LBG engages in the provision of marketing services. Its brand WE ARE GUERNSEY promotes financial services sector internationally. The company is headquartered in Saint Peter Port, the United Kingdom.

Morningstar U.K. opened in London in 2000 and launched its investing Web site in 2001. The Web site offers access to and objective information on more than 9,000 funds available to individual investors in the U.K. The site also offers independent editorial content produced by Morningstar analysts and journalists based in London and around the world. In addition to its investing site, Morningstar U.K. provides a range of innovative products and services to advisers and institutions, including Morningstar® Adviser Workstation™, a comprehensive, Web-based investment planning system and Morningstar Direct™, a Web-based institutional platform providing access to Morningstar's global databases and investment research.