Gail Craig

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations.

Santander Asset Management UK Ltd. (SAM-UK) is an asset manager headquartered in Glasgow, UK. The firm was founded in 1987 and formerly known as Scottish Mutual Portfolio Managers Ltd. and Abbey National Asset Managers Ltd. They are a wholly-owned subsidiary of SAM Investment Holdings SL, owned by Banco Santander SA (NYSE, BME: SAN) in Spain. SAM-UK manages funds on behalf of other Santander group entities as well as retail investors. The firm also manages a small number of segregated corporate portfolios.

Unicorn Asset Management Ltd. (Unicorn) is an independent specialist fund management firm headquartered in London, UK. The firm was founded in 2000 and is majority-owned by their directors and management. Unicorn offers a range of actively managed funds for professional investors.

HBOS Plc engages in the provision of retail and commercial banking services, mortgages, insurance, and investment services. The company was founded on May 3, 2001 and is headquartered in Edinburgh, the United Kingdom.

Hargreaves Lansdown Fund Managers Ltd. (HL Fund Managers) is the fund management subsidiary of Hargreaves Lansdown Plc (LON: HL, ADR: HRGLY) in Great Britain. Headquartered in Bristol, HL Fund Managers was founded in 1992 to offer a managed portfolio of investment trusts for private investors.

Rossie House Investment Management LLP (Rossie House) is an independent investment management firm headquartered in Edinburgh, UK. The firm was founded by David B. Nichol in 1993 and formerly known as Legacy Rhim LP. Rossie House manages investments for private individuals, trusts and charities.

Bank of Scotland Plc provides banking and financial services. Its services include current accounts, savings, mortgages, credit cards, and unsecured loans to personal and business banking customers; and lending, transactional banking, working capital management, risk management and debt capital markets services to commercial customers. The company was founded on July 17, 1695 and is headquartered in London, the United Kingdom.

The Ansbacher Banking Group provides investment banking and other financial services. The company is headquartered in London, UK.

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.

Part of MWA Financial Ltd., Sterling Financial Consultants Ltd. is a British financial planning company that offers a range of services for individuals and corporations. The company is based in Canary Wharf, Docklands, London, UK. The company's experienced advisers and administrators provide cost-effective solutions for financial planning. Sterling Financial Consultants was acquired by MWA Financial Ltd. on September 07, 2023.

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.

Hurley Partners Ltd. provides financial advisory and investment management services. The company was founded in 2013 by Anthony Hurley, Frank Paul Cody, Paul Harwood, and Jerry Rixon and is headquartered in London, the United Kingdom.

Close Asset Management Ltd. (Close AM) is the asset management subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group plc (LSE: CBG, ADR: CBGPY) in Great Britain. The firm was founded in 1982 and does business as Close Brothers Asset Management. Headquartered in London, Close AM provides a bespoke investment management service to private clients, trusts and corporates.

Hargreaves Lansdown Asset Management Ltd. (HLAM) is an asset management firm headquartered in Bristol, UK. The firm was founded in 1985 and is a wholly-owned subsidiary of Hargreaves Lansdown plc (LSE: HL; ADR: HRGLY), a financial services provider in Great Britain. HLAM offers unit trust and equity broking, investment fund management, and life and pensions consultancy to private investors.

Charteris Treasury Portfolio Managers Ltd. (CTPM) is the wealth management subsidiary of Charteris Holdings Ltd. in Great Britain. The firm is headquartered in London and has additional offices in Exeter and Edinburgh. Founded in 1984, CTPM offers fully discretionary wealth management services to private clients and manage a distinctive range of funds available to private and institutional investors.

Part of TP ICAP Group Plc, TP ICAP Markets Ltd. is a brokerage services provider. The company is based in London, UK. The British company was founded in 1951. The CEO is Nicolas Noel Andre Breteau.

City Financial Investment Co. Ltd. (City Financial) is an independent hedge fund management firm headquartered in London, UK. The firm was founded in 1986 as REALGLOBE Ltd., became known as Independent Financial Marketing Ltd. in 1992 and renamed to City Financial Investment Co. Ltd. in 1998. City Financial provides investment advisory services to pooled investment vehicles and separately managed accounts.

MWA Financial Ltd. is a financial advisory firm committed to excellence in financial advisory services. The private company is based in Hertford, UK, and has subsidiaries in the United Kingdom. The British company's vision is to excel through strategic acquisitions and the recruitment of top-tier professionals, shaping the future of financial advice where talent meets innovation and excellence is their constant pursuit. MWA Financial was founded in 2016 by Dean Campbell Banks, who has been the CEO since then. The company's strategic approach to talent acquisition and dedication to nurturing the next generation of advisors sets them apart as a leader in the financial advisory landscape.

S&T Asset Management LLP (dba S&T Wealth Management) is an independent wealth management firm headquartered in Manchester, UK. The firm was founded by Christopher Saunders in 2009. S&T Wealth Management offers a personalized wealth management services to individuals, trusts, charities & corporate clients as well as advice on investments held in SIPP/SSAS vehicles.

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).

Luna Investment Management Ltd. is an investment management specialist founded in 2019. The private company is based in Manchester, UK. The British company provides tailored investment solutions to help plan for the future of individuals and families. The company's services include personalized investment planning and management.

Moody's Investors Service Ltd. is the Great Britain-based investment research subsidiary of Moody's Corp. (NYSE: MCO) in the US. The firm was founded in 1985 under the name Rapidcredit Ltd. Headquartered in London, Moody's Investors Service provides credit ratings, research, and risk analysis. Credit ratings and research help investors analyze the credit risks associated with fixed-income securities. Such independent credit ratings and research also contribute to efficiencies in fixed-income markets and other obligations, such as insurance policies and derivative transactions, by providing credible and independent assessments of credit risk.

England & Wales Cricket Board Ltd. operates professional sports teams and organizations. The company also operates various charities such as cricket foundation, and programs like building partnerships. England & Wales Cricket Board was founded in 1997 and is headquartered in London, UK.

NatWest Markets Plc engages in the provision of banking and financial services. It operates through the NatWest Markets and Central Items and Other segments. The NatWest Markets segment offers trading, risk management, and financing solutions. The Central Items and Other segment includes corporate functions and other activity of the firm. The company was founded on October 31, 1984 and is headquartered in London, the United Kingdom.

IAGP Ltd. is an investment holding British company founded in 2020. The private company is based in Shepperton, UK. The company's main function is to hold investments.

Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015.

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.

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.

Paragon Bank Plc provides banking services. It offers savings accounts, car loans, personal loans, and mortgage solutions. The company was founded in 1985 and is headquartered in Solihull, the United Kingdom.