Mike Batchelor

EFG Laran SA (EFG Laran) is the Swiss investment management subsidiary of BSI SA (Private Banking), itself a subsidiary of EFG International AG (SW: EFGN; ADR: EFGXY) in Switzerland. Formerly known as BSI Service Holding SA, the firm was established in 1873 and is headquartered in Lugano, They offer a range of services including wealth management, financial advisory, financial planning, corporate finance, insurance products, mortgage services and art advisory. EFG Laran manages private portfolios and the BSI range of investment funds, which are domiciled in Liechtenstein, Luxembourg or Switzerland. Their clients are primarily high-net worth individuals and family offices as well as institutional investors and third-party asset managers.

Threadneedle Asset Management Ltd. (Threadneedle AM) is the wholly-owned global asset management subsidiary of TC Financing Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. Headquartered in London, the firm was founded in 1994 and manages assets for a range of clients which includes pension schemes, insurance companies, private investors and corporations. Threadneedle AM is a socially responsible investor which believes they have a responsibility to, and will benefit from, exercising environmental and social stewardship throughout their firm.

KBL Richelieu Gestion SA (KBLR) is the France-based fund management subsidiary of KBL Richelieu Banque Privée SA, ultimately owned by Precision Capital SA in Luxembourg. The firm was established in 2008 by the merger of KBL France Gestion SA, established in 1997, and Richelieu Finance Gestion Privée, founded in 1985. KBLR is headquartered in Paris with several offices throughout France. The firm manages the Æden and Richelieu families of mutual funds, as well as discretionary accounts for private individuals and institutional clients.

Manulife Investment Management (Europe) Ltd. (Manulife Europe) is the Great Britain-based asset management subsidiary of Manufacturers Life Insurance Co., itself a subsidiary of Manulife Financial Corp. (TSE, NYSE: MFC) in Canada. The firm was founded as Trendhandy Trading Ltd. in 1993 and was acquired by Manulife and in 1996. Headquartered in London, Manulife Europe offers clients a variety of funds including international and European equity funds. Their local research capabilities and market presence give them perspective on UK and European markets.

GHC Capital Markets Ltd. is an independent investment management firm headquartered in Leicester, UK. The firm was founded in 1995 as Goy, Harris, Cartwright & Co., Ltd. and rebranded as GHC Capital Markets in 2007. They are a wholly owned subsidiary of GHC Group Ltd. GHC Capital Markets provides stockbroking, clearing and custody, and investment management services to retail investors, IFAs and other professional intermediaries throughout the UK.

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.

Brooks Macdonald Asset Management Ltd. (BMAM) is the specialist investment subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. The firm was founded by Jonathan Gumpel and Richard Spencer in 1997 as Brooks Macdonald Gayer Asset Management Ltd. and changed their name to Brooks Macdonald Asset Management Ltd. in 2002. BMAM is headquartered in London with offices throughout Great Britain. They offer a range of investment management services and advice to individuals, pension funds, institutions, charities and trusts in the UK and internationally.

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.

Whitefoord LLP is an independent wealth management firm headquartered in London, UK. The firm was founded by Vince Whitefoord in 2000 as Whitefoord Ltd. It provides investment and advisory services to private clients.

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.

Ignis Investment Services Ltd. (IIS) is the asset management subsidiary of Ignis Asset Management Ltd., ultimately held by abrdn Plc (LON: ABDN, ADR: SLFPY) in Great Britain. Headquartered in Edinburgh, the firm was formed following the 2008 merger of Resolution Asset Management and Axial Investment Management. They can trace their origins since 1986. IIS offered tailor-made and pooled solutions for small- to medium-sized pension schemes. Their clients include large corporate pension schemes, charities and life companies along with other strategic partners. They cater to UK retail, institutional and international clients.

Arbion Ltd. is a wealth management firm headquartered in London, UK. Formerly known as Signia Wealth Ltd., the firm was founded by Gautam Batra and Nathalie Dauriac-Stoebe in 2009 as True Wealth Ltd. They are a subsidiary of Arbion Holdings Ltd. Arbion targets the ultra-high net worth market and was formed to provide a full wealth and investment management service to private individuals, their families and institutional clients.

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.

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.

Trinitas Academy Trust is a non-profit company based in Belvedere, UK. The British company is focused on providing educational services. The CEO of the company is Ian Collins.

Stonewood Wealth Management LLP provides investment advice. It also provides independent, objective advice and solutions. The company was founded by Milena Dimitrova Ivanova and Paul Marson in 2013 and is headquartered in London, the United Kingdom.

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.

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

Founded in 2015, Platinum Skies Living Ltd. is a British residential property management company that provides management services. Part of Quanta Group Holdings Ltd., the company is based in Bournemouth, UK.

Scott Capital Partners LLP provides investment advice. The private company is based in London, UK. The British company was founded by David Martyn Scott. David Martyn Scott has been the CEO since incorporation.