Neil Robert Minto

Laurence Keen Holdings Ltd. provides financial services. The company is headquartered in London, the United Kingdom.

Barclays Investment Solutions Ltd. (BISL) is the investment management subsidiary of Barclays Bank Plc (Private Banking), the private banking division of Barclays Bank Plc (LON: BARC, ADR: BCS) in Great Britain. The firm was founded in 1992. They were previously known as Gerrard Investment Management Ltd. until 2017. BISL is headquartered in London and has offices throughout Great Britain where they manage investments for high-net worth individuals, charities, trusts, private clients and pension funds.

Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients.

The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom.

Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. Formerly known as Rensburg Sheppards, the firm has roots dating back to 1827. In 2023, Rathbones Group Plc (LON: RAT) acquired the firm from Investec Plc (LON: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis.

Real Life Options is a British company that has been supporting individuals with learning disabilities and autism since 1992. Real Life Options is based in Knottingley, UK and has subsidiaries in the United Kingdom. The non-profit company was established to provide these individuals with more choices and greater independence. David Sargent has been the CEO of the company since 2017.

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).

Stewardship Services (UKET) Ltd. operates as a charity that promotes generous and tax-effective giving. Its services include payroll bureau, accounts examination, consultancy helpline, mortgages, charity formation, and deposit account. The company was founded in 1906 and is headquartered in London, the United Kingdom.

Bristol Charities is a registered charity that provides opportunities and support for people and communities to improve lives through grants, housing, and charitable projects. The non-profit company is based in Bristol, UK, and has subsidiaries in the United Kingdom. The British company's work includes providing excellent quality Almshouse accommodation with support on-site in a safe community setting, giving to those in need through individual grants, and funding local projects. The company recently purchased the Vassall Centre in April 2021 and are continuing to manage the existing office accommodation, retaining all current tenancies. The company's vision is to transform the site into a balanced new neighbourhood centre for multigenerational living and working, which will include accessible, sustainable work and meeting spaces. Anne Anketell has been the CEO of the company since 2013.

Swan Capital Partners Ltd. provides investment services. The company is headquartered in London, the United Kingdom.

Investing for Good CIC Ltd. is a social finance intermediary that mobilizes capital for social good. It provides a comprehensive range of investment and impact advisory services to investors, corporates and foundations. The firm also works with charities, social enterprises and NGOs to raise capital and structure funds, whilst also providing the underlying impact measurement and reporting frameworks. The company was founded by Geoff Burnand in 2004 and is headquartered in London, the United Kingdom.

Rathbones Investment Management International Ltd. (Rathbones International) is the wealth management subsidiary of Rathbones Investment Management Ltd., which is owned by Rathbones Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in St. Helier, Jersey. Rathbones International provides offshore investment management services for individuals and families, charities and professional advisers.

Brown, Shipley & Co. Ltd. (Brown Shipley) is the Great Britain-based private banking subsidiary of Quintet Private Bank (Europe) SA, itself a subsidiary of Precision Capital SA in Luxembourg. The firm was founded by William Brown in 1810. Headquartered in London, Brown Shipley manages a range of collective investments known as SVS Brown Shipley Funds for private, institutional and corporate clients.

Punter Southall Wealth Ltd. (PSW) is a wealth management firm headquartered in London, UK. The firm was founded in 2002 and formerly known as FILMDISK LTD and as PSigma Investment Management Ltd. They were renamed as Punter Southall Wealth Ltd. in 2019. They are owned by Canaccord Genuity Wealth Group Holdings (Jersey) Ltd., a subsidiary of Canaccord Genuity Group, Inc. (TSE: CF) in Canada. PSW provides financial advisory and investment management services to a range of private and institutional clients which includes family trusts, pension schemes and charities.

Wirral Academy Trust operates an organization that provides educational support services for local students. The non-profit company is based in Wirral, UK. The CEO of the British company is Mike Kilbride.

J.O. Hambro Capital Management Ltd. (JOHCM) is an investment management firm headquartered in London, UK. The firm was founded by James Hambro in 1993 as an independently managed boutique, and was acquired by Pendal Group Ltd., formerly BT Investment Management Ltd., in 2011. In 2023, Perpetual Limited (ASX: PPT) – an ASX-listed, global diversified financial services company in Sydney, Australia – acquired Pendal Group, including JOHCM. The firm provides discretionary investment advisory services across a diverse range of equity strategies through pooled vehicles (or investment funds) and to clients that establish separately managed accounts.

Tilney Investment Management Ltd. provides investment advisory services. The firm caters to private investors interested in managing their wealth on behalf of their families, businesses, and for personal or philanthropic ventures. It provides access to investment products, including some developed for institutional clients, such as cash, equities, bonds, mutual funds, structured products and derivatives, foreign exchange and commodities, hedge funds, private equity, and real estate. The company was founded in 1836 and is headquartered in London, the United Kingdom.

R.M. Walkden & Co. Ltd. operates as a wealth management company. The company was incorporated on February 26, 1976 and is headquartered in London, the United Kingdom.