Jonathan Joseph Ewbank

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.

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.

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.

Millen Capital Partners LLP (Millen Capital) is a wealth management firm headquartered in Liverpool, UK. The firm was founded by Angus Millen in 1998 and was acquired by Evelyn Partners Group Ltd. in 2023. They are ultimately owned by Platinum L.P. Guernsey Ltd. in Great Britain. Millen Capital offers asset management services to wealthy clients.

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.

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.

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.

TwentyFour Asset Management LLP (TwentyFour) is the Great Britain-based asset management subsidiary of Vontobel Asset Management UK Holdings Ltd., ultimately held by Vontobel Holding AG (SWX: VONN) in Switzerland. The firm was founded in 2008 and is headquartered in London. TwentyFour offers specialist fixed-income funds and services for professional and institutional clients, covering open ended funds, closed ended funds as well as segregated mandates.

Liontrust Multi-Asset Ltd. is the mutual fund management subsidiary of Liontrust Asset Management plc (LON: LIO) in Great Britain. The firm was founded in 2008 as Lone Wolf Investment Management Ltd. and subsequently became Architas Multi-Manager Ltd. They changed their name into Liontrust Multi-Asset Ltd. when Liontrust acquired Architas UK Investment Business in 2020. Headquartered in London, Liontrust Multi-Asset provides a range of diversified multi-manager funds to private and institutional investors.

Shore Capital Ltd. (SCL) is an investment management firm headquartered in London, UK. The firm was founded by Howard Shore in 1985 and is owned by Shore Capital Group Ltd. (LON: SGR) in Great Britain. SCL manages specialist funds, with a particular focus on alternative asset classes. They cater to primarily small-cap firms and private clients.

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.

Peel Hunt LLP is an independent securities brokerage firm headquartered in London, UK. The firm was founded in 1989 as a market liquidity provider to retail and institutional investors. They provide bespoke dealing and execution services for institutional asset managers, registrars, private client wealth managers and private banks.

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.

BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. The firm is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BIM-UK was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, including the iShares exchange traded funds business. The combined firm operates under the BlackRock name and has retained the iShares brand. BIM-UK manages a family of mutual funds and acts as sub-advisor to other mutual and pension funds. They also offer alternative investments and managed accounts for individual and institutional clients.

Baring Fund Managers Ltd. operates as an investment management firm. The firm provides its services to asset manager clients, UK platforms, financial advisers, life insurance companies, government bodies, corporations, pension funds, charitable institutions, institutional, retail and private clients. The company is headquartered in London, the United Kingdom.

The Association of Investment Cos. is based in London, UK. The British company represents and provides investor data on closed-ended funds, including investment trusts and venture capital trusts (VCTs). The non-profit company was founded in 1932. Richard William Stone has been the CEO of the company since 2021.