Michael Kellard

Brewin Dolphin Holdings Ltd. engages in the provision of financial planning and investment management services. The company was founded in 1762 and is headquartered in London, the United Kingdom.

Winterthur Life UK Ltd. provides investment and retirement solutions through independent financial advisers. Headquartered in Basingstoke, the firm offers group personal pension plans, single premium personal pensions and self invested personal pension plans.

AXA UK Plc provides insurance and asset management services. It offers travel, pet, home, motor, life cover, property, casualty, and health care insurance, pension, and healthcare products. The company is headquartered in London, UK.

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.

Elevate Portfolio Services Ltd. provides insurance and asset management services. It also offers investment services. The company was founded on August 13, 1973 and is headquartered in London, the United Kingdom.

Phoenix Wealth Services Ltd. provides insurance services. It promotes and distributes the products of AXA Portfolio Services Limited, AXA Isle of Man Limited and certain AXA Life Europe Limited products in the United Kingdom. The company was founded on March 31, 1988 and is headquartered in London, the United Kingdom.

Phoenix AW Ltd. is the asset management subsidiary of Phoenix Wealth Holdings Ltd., which is owned by Phoenix Group Holdings Plc (LON: PHNX) in Great Britain. Headquartered in Wythall, the firm offers UK-based off-platform pensions and investment bonds for various types of investors.