John Wallace

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.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

SVM Asset Management Ltd. (SVM) is a privately-owned investment management firm based in Edinburgh, Scotland. Founded in 1990, SVM specializes in UK, European and global equities investments. The firm offers mutual funds (including an SRI fund), hedge funds and investment trusts to institutional and private investors.

Premier Fund Managers Ltd. (PFM) is the wholly-owned fund management subsidiary of Premier Investment Group Ltd., ultimately held by Premier Miton Group Plc (LON: PMI) in Great Britain. The firm was founded in 1988 and is headquartered in Guildford. PFM manages a range of authorized UK and offshore funds and provides tailor made discretionary management services for private and corporate clients including professional advisers, retail investors, institutions and charities.

Van Lanschot Kempen Investment Management (UK) Ltd. (Van Lanschot Kempen UK) is a mutual fund management firm headquartered in London, UK. Formerly known as Kempen Capital Management (UK) Ltd., the firm was founded in 1993 and is a wholly-owned subsidiary of Kempen & Co. NV, ultimately held by Van Lanschot Kempen NV (AMS: VLK) in The Netherlands. Van Lanschot Kempen UK provides asset management services for institutional investors, foundations and high net-worth private clients, through mandates and investment funds.

Thesis Asset Management Ltd. (Thesis) is an investment management firm headquartered in Chichester, UK. The firm was founded in 1974 by law firm Thomas Eggar. They are a subsidiary of Sanlam UK Ltd., which is owned by Sanlam Ltd. (JSE: SLM) in South Africa. Thesis provides investment management services for private clients, charities, pension funds and trusts. In addition, the firm also creates bespoke investment solutions and model portfolios for financial advisers, and within the Thesis group can create funds and offer fund custody and administration services through Thesis Unit Trust Management.

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.

Bordier & Cie (UK) Plc (Bordier UK) is the Great Britain-based, specialist investment management subsidiary of Bordier Holdings SA in Switzerland. Headquartered in London, the firm was founded by Jamie Berry in 1981 and formerly known as Berry Asset Management Plc. They changed their name to Bordier & Cie (UK) Plc in 2014. Bordier UK manages portfolios for private families, pension funds, trusts, charities, offshore bonds, livery companies, small institutions, welfare committees, and trustees.

Adam & Co. Investment Management Ltd. (AIM) is an investment management firm headquartered in Edinburgh, Scotland. The firm was founded in 1983 by a group of influential Scottish business people. They were acquired by Canada-based Canaccord Genuity Group, Inc. (TSE: CF) from The Royal Bank of Scotland plc (LON: RBS, NYSE: RBS) in 2021. AIM offers asset management services to asset managers, pension funds, banks, foundations, insurance companies and family offices.

Alder Investment Management Ltd. (Alder) is an independent Great Britain-based investment management firm which was founded in 2000 and specializes in systematic currency fund management. Located in London, Alder's clients include international banks, pension funds, life assurance companies, fund of funds and asset management companies.

Deutsche Bank AG (Deutsche Bank UK) is the UK-based securities brokerage division of Deutsche Bank AG (ETR: DBK) in Germany. The firm is headquartered in London and was founded in 1873. Deutsche Bank provides brokerage services to companies and institutions.

Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors.

Cornelian Asset Managers Ltd. (Cornelian) is a Scottish specialist investment firm headquartered in Edinburgh. Founded in 1992, the firm was formerly known as Noble Asset Managers Ltd. and changed their name to Cornelian Asset Managers in 2005. They are a subsidiary of Cornelian Asset Managers Group Ltd., ultimately held by Brooks MacDonald Group plc (LON: BRK). Cornelian creates and actively manages high quality, diversified, multi-asset portfolios and risk-managed funds to clients ranging from individuals and their families to large pension funds and charities.

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.

City Asset Management Plc provides investment advice. The private company is based in London, UK. and has subsidiaries in United Kingdom. The British company was founded in 1988 by Viv D. Coghill. Nicholas Mark Coghill has been the CEO of the company since 2012.

Handelsbanken Wealth & Asset Management Ltd. (Handelsbanken) is a wealth management firm headquartered in London, UK. The firm was founded in 1988 and rebranded as Heartwood Wealth Management Ltd. in 2020. They became a direct wholly owned subsidiary of Handelsbanken Plc in 2013, which is ultimately owned by of Svenska Handelsbanken AB (STO: SHB.A, SHB.B) in Sweden. Handelsbanken manages portfolios for private clients and offers investment management services directly to charities, institutions and individuals through professional intermediaries.

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.

LGT Wealth Management UK LLP (LGT WM UK) is the wealth management subsidiary of LGT UK Holdings Ltd., which is owned by LGT Group Foundation (LGT) in Liechtenstein. Previously known as Vestra Wealth LLP and as LGT Vestra LLP, the firm was founded in 2007 by Matthew Evans, Andrew Sims, David Scott and Ben Snee. In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in the firm, primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT WM UK. Headquartered in London, LGT WM UK provides wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (EEA).

Morningstar Australasia Pty Ltd. is the Australian investment research subsidiary of Morningstar Direct Investments Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in Barangaroo, the firm was founded in 1999 as Huntley’s Investment Information Pty Ltd. They provide research on Australian stocks, managed funds, superannuation funds, credit securities, exchange-traded funds, and listed investment companies for individual investors, financial advisers, asset managers, and retirement plan providers and sponsors.

Part of The Independent Order of Foresters, Forester Holdings (Europe) Ltd. is a British company that engages in activities of head offices. The company is based in Bromley, UK.

Part of Saga Plc, Saga Personal Finance Ltd. is a British company that provides personal financial services. The company is based in London, UK. The company was founded in 1995. Jerry Toher has been the CEO of the company since 2022.

KW Investment Management Ltd. is the Great Britain-based wealth management subsidiary of Kingswood Holdings Ltd. (LON: KWG), which is owned by Kingswood Property Finance LP. The firm was founded in 2009 and formerly known as European Wealth Management Ltd. Headquartered in London, KW Investment Management provides investment advisory and management services to private individuals and some UK universities and charities.

Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations.

Cornelian Asset Managers Group Ltd. engages in the provision of retail asset management services. The company was founded on May 4, 2000 and is headquartered in Edinburgh, the United Kingdom.

Brooks Macdonald Asset Management (International) Ltd. (Brooks Macdonald AM) is the asset management subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. Headquartered in St. Peter Port, Brooks Macdonald AM was founded in 2012 and offers a range of investment management and advisory services to private high net-worth individuals, pension funds, institutions, and trusts.

Brooks Macdonald Funds Ltd. (Brooks Macdonald) is an investment management firm headquartered in London, UK. The firm was founded in 2006 and is owned by Brooks MacDonald Group Plc (LON: BRK). Brooks Macdonald manages active investment portfolios with varying risk and return profiles, designed to meet a broad range of objectives.

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.

Moola Ltd. provides management consultancy services. The company was founded by Gemma Godfrey and Andrew Jordan and is headquartered in London, the United Kingdom.

Independent Wealth Planners UK Ltd. engages in the provision of operational and support services. It offers compliance, business support, information technology and operations, investment research, recruitment, training and development, and marketing. The company was founded on November 20, 2018 and is headquartered in London, the United Kingdom.

Heart of England Community Foundation is a charity organization that raises funds to support and develop local community activities in the West Midlands and Warwickshire region. The non-profit company is based in Coventry, UK. The British company was founded in 1995. Tina Costello has been the CEO of the company since 2013.