John Potter

Part of St. James's Place Plc, Rowan Dartington Holdings Ltd. is an investment holding British company that focuses on stockbrokerage and investments. The company is based in Cirencester, UK. The company was founded in 2010. Rowan Dartington Holdings was acquired by St. James's Place Wealth Management Group Ltd. on February 25, 2016 for $52.97 million.

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.

Forward Internet Holdings Ltd. provides media technology. The private company is based in London, UK and has subsidiaries in United Kingdom.

Optiva Securities Ltd. provides brokerage services. The private company is based in London, UK. The British company was founded in 1995 by Christian Dennis. Christian Dennis has been the CEO since 1995.

The Vincent Wildlife Trust is an organization dedicated to the conservation of mammals through innovative methods. The organization is based in Ledbury, UK and was founded in 1975 by John Vincent Weir. The British company's work includes species recovery programs, research, and specialist advice. The company has a focus on carnivores and bats, with publications and reserves dedicated to these animals. The company offers opportunities for volunteers and donations to support their work.

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.

HSBC Global Asset Management (UK) Ltd. (HSBC GAM-UK) is the wholly owned asset management subsidiary of HSBC Global Asset Management Ltd., ultimately part of HSBC Holdings plc (LON: HSBA, ADR: HSBC) in Great Britain. Headquartered in London, HSBC GAM-UK was founded in 1985 and acts as a discretionary investment manager that offers a wide range of investment solutions across equity, fixed income, liquidity and multi-asset strategies. Their clients include the Group’s retail and private banking customers, financial intermediaries and distributors and institutions.

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.

Paws Holdings Ltd. functions as an investment holding British company. The company was founded in 2019. The CEO is Graham Peter Coxell.

Part of Forward Internet Holdings Ltd., Kokoba Group Ltd. is an investment holding British company. The company is based in London, UK. Kokoba Group was founded in 2015.

The Neon Foundation provides charity services. The non-profit company is based in London, UK.

Montanaro Asset Management Ltd. (Montanaro) is an independent Great Britain-based specialist asset management firm founded in 1991. The firm is headquartered in London and provides asset management services to a range of professional or institutional investors including pension funds, insurance companies, family offices, wealth managers and charities. Montanaro is a signatory to the UN Principles for Responsible Investment and believes that ESG related issues are essential to valuing companies, being a good investment manager and in being a better investor.

Forward Internet Group Ltd. engages in the provision of media technology services. It creates, acquires and invests in several web businesses across a variety of industries and territories. The company was founded by Neil Hutchinson in 2004 and is headquartered in London, the United Kingdom.

Rowan Dartington & Co. Ltd. (Broker) (Rowan Dartington-Broker) is the stockbroking division of Rowan Dartington & Co. Ltd., ultimately owned by St. James's Place plc (LON: STJ) in Great Britain. Founded in 1992, the firm is headquartered in Bristol and provides a range of advisory stockbroking services across the South of England.

The Prudential Assurance Co. Ltd. (Life & Pension Funds) (PRU-LP) is the life insurance and pension fund division of The Prudential Assurance Co Ltd., a subsidiary of Mutual Life Assurance Co. of Canada in Canada. Headquartered in London, PRU-LP was founded in 1881 and provides a range of life insurance, general insurance, employee benefits, and investment linked insurance products.

M&G Investment Management Ltd. (MAGIM) is the asset management subsidiary of MG FA Ltd., ultimately owned by M&G Plc (LON: MNG) in Great Britain. Formerly known as Prudential Investment Management Ltd., the firm was founded in 1968 and is headquartered in London. MAGIM provides investment management for a broad range of clients, with a product range that includes segregated mandates for institutions as well as retail mutual funds for individuals.

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.

Dowgate Wealth Ltd. provides investment advice. The private company is based in London, UK. Mark David Chadwick has been the CEO of the British company since 2020.