Matthew David Phillips

International Asset Management Ltd. (IAML) is a fund of hedge funds manager headquartered in London, UK. The firm was founded in 1989 and is a subsidiary of Ayanti Place Ltd. IAML provides tailor-made fund of hedge fund management services to institutions and high-net worth individuals.

Mercer Ltd. is the Great Britain-based asset management subsidiary of MMC UK Group Ltd., ultimately held by Marsh & McLennan Cos., Inc. (NYSE: MMC) in the US. Headquartered in London, the firm was founded in 1970 and provides investment management services to individuals, institutional investor, non-profit/endowment, financial intermediary and family office.

The Pensions Trust provides pension fund services. The private company is based in Leeds, UK and has subsidiaries in the United Kingdom. Mike Ramsey has been the CEO of the British company since 2014.

Close Asset Management (UK) Ltd., doing business as Close Brothers Asset Management (CBAM), is an investment management firm headquartered in London, UK. The firm is a subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group Plc (LON: CBG). The firm was formerly known as Close Investments Ltd. in 1994 and changed into their current name when Close Brothers Investment, Close Investment, Close Finsbury Asset Management, and Reabourne Technology Investment Management were reorganized into a single legal entity in 2009. CBAM provides a wide variety of financial advisory and investment management services to UK and international intermediaries, private individuals, and institutions such as pension funds. They also manage discretionary portfolios as well as a diverse range of investment products.

Deutsche Bank AG (Broker) is the brokerage arm of Deutsche Bank AG (ETR: DBK) in Germany. Headquartered in Frankfurt, the firm was founded in 1870 and offers FX Prime Brokerage (FXPB) which enables clients to transact foreign exchange across an array of dealers utilizing Deutsche Bank credit lines to maintain anonymity, maximize operational and margin efficiency and reduce transactional costs.

The Institute of Chartered Accountants of Scotland operates as a professional membership organization. The non-profit company is based in Edinburgh, UK. The British company was founded by Janice Margaret Brown and Sundeep Bahanda. The CEO is Bruce Cartwright.

Thomas Miller Investment Ltd. (TMI) is an investment management firm headquartered in London, UK. The firm was founded in 1987 and is a subsidiary of Thomas Miller Investment Holdings Ltd., which is owned by Thomas Miller Holdings Ltd. in Bermuda. TMI provides investment management services for institutions and the advisers who serve them.

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).

Tilney Asset Management Services Ltd. (Tilney AM) is the asset management subsidiary of Ashcourt Holdings Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Founded in 1993 as Ashcourt Rowan Asset Management Ltd., the firm was acquired by Towry Holdings and changed their name to Towry Asset Management in 2016. They became Tilney Asset Management Services Ltd. in 2017. Headquartered in London, Tilney AM offers a range of services such as financial planning, investment management and advice to private investors, charities and professional intermediaries.

CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year.

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.

Part of Liberate Wealth Ltd., Liberate Wealth (Taunton) Ltd. is a financial adviser and wealth management company based in Cirencester, UK. The British company offers fee-based financial and tax solutions to private clients, businesses, trustees, solicitors, and accountants. Liberate Wealth (Taunton) Ltd. provides independent advice on a wide range of investment solutions tailored to clients' individual requirements. The company values its independence and strives to provide unbiased and independent advice without the influence of commission payments. The company was founded in 1999 by Mark A. Howlett, who has been the CEO since then. Liberate Wealth (Taunton was acquired by Liberate Wealth Ltd. from St. James's Place Plc on December 05, 2023.

Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients.

Broadstone Corporate Benefits Ltd. Provides pensions, employee benefits, actuarial, and investment services. The firm offers its solutions under the categories of employer and trustee. Its services include actuarial and pension consulting, investment consulting, pensions administration, workplace pensions solutions, risk and healthcare, and flexible benefits and communication. The company was founded in 2012 and is headquartered in Marylebone, the United Kingdom.

Standard Life Investments (SLIPIT) General Partner Ltd. engages in fund management activities. The firm specializes in property investments. The company was founded on September 6, 2013 and is headquartered in London, the United Kingdom.

Part of abrdn Property Income Trust Ltd., Standard Life Investments Property Holdings Ltd. is an investment holding British company. The company is based in Channel Islands, UK.

Part of Thomas Miller Holdings Ltd., Thomas Miller Investment Holdings Ltd. is an investment holding Bermudian company. The company is based in Hamilton, Bermuda and was founded in 2009.

Nutmeg Saving & Investment Ltd. (Investment Management) (Nutmeg-IM) is the investment management division of Nutmeg Saving & Investment Ltd., headquartered in London, UK. The firm was founded in 2011 as Hungry Finance Ltd. They are ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. Nutmeg-IM offers all UK investors high-quality wealth management and personalized financial advice services.

The Honourable Company of Edinburgh Golfers (Management) Ltd. operates as a golf club. The private company is based in East Lothian, UK.

Mortgage Chat Plc operates as an investment company. It specializes in focusing on the legal medicinal cannabis industry globally. It was formed to acquire interests in and to own, assist, manage, and identify investment opportunities and acquisitions in medicinal cannabis. The company was founded on August 28, 2018 and is headquartered in London, the United Kingdom.