Paul David Stevens

Rockhold Asset Management Ltd. (Rockhold) is an asset management firm headquartered in Knutsford, UK. The firm was founded by Nigel Baynes and Paul Hudson in 2002 as iFunds Asset Management Ltd. They are a subsidiary of Adviser Services Holdings Ltd. Rockhold provides investment management services to the adviser community within the ASHL Group.

Adam & Co. Investment Management Ltd. (AIM) is an investment management firm headquartered in Edinburgh, Scotland. The firm was founded in 1983 by a group of influential Scottish business people. They were acquired by Canada-based Canaccord Genuity Group, Inc. (TSE: CF) from The Royal Bank of Scotland plc (LON: RBS, NYSE: RBS) in 2021. AIM offers asset management services to asset managers, pension funds, banks, foundations, insurance companies and family offices.

Murray Asset Management Ltd. is an independent provider of financial services based in Edinburgh. Formally established in 2008, the firm was previously the private clients' investment division of Murray Beith Murray WS Solicitors in the UK. Murray AM provides financial planning and investment management services on a discretionary or advisory basis to private clients in Scotland and throughout the UK. Their clients include individuals, families, trustees, executors, landowners, entrepreneurs and company executives.

Murray Asset Management UK Ltd. is an investment management and financial planning firm headquartered in Edinburgh, UK. The firm was founded in 2008 and is a subsidiary of Investec Wealth & Investment Ltd., owned by Rathbones Group Plc (LON: RAT). Murray Asset Management UK provides personal wealth management services to private investors, trustees, charities, pension funds and external advisers.

The Scottish Wildlife Trust Ltd. is a payday loan broker that works with reputable payday lenders across the UK to provide safe borrowing experiences to customers. The non-profit company is based in Edinburgh, UK. The British company offers bad credit payday loans, short-term loans, small loans, and cash loans, with amounts ranging from £100 to £5,000, and repayment terms from 1 to 36 months. The company was founded in 1964 by Charles Connell, and the CEO is Jo Pike.

Talos Securities Ltd. is the Great Britain-based brokerage subsidiary of Execution Services Group Ltd., itself a subsidiary of Boursorama (XP: BRS), ultimately held by Societé Générale SA (XP: GLR) in France. Authorized by the FSA in 2002, the firm is located in London and is one of Great Britain's largest execution-only stockbroking firms. Their trading name is SELF trade UK.

Part of Raymond James Financial, Inc., Raymond James Financial International Ltd. is a brokerage services provider. The company is based in London, UK.

Messels Ltd. provides investment research. The private company is based in Godalming, UK. The British company was founded in 2004 by Tim D. Parker. Tim D. Parker has been the CEO since 2004.

Part of Shore Capital Group Ltd., Stockdale Securities Ltd. is a brokerage firm based in London, UK. The British company was founded in 1963 by Timothy David Feather. Mark Finlay Brown has been the CEO of the company since 2014. Stockdale Securities was acquired by Shore Capital Group Ltd. from Somers Ltd. on March 31, 2019 for $11.72 million.

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.

Evelyn Partners Discretionary Investment Management Ltd. (Evelyn Partners) is an investment management firm headquartered in London, UK. Formerly known as Tilney Discretionary Investment Management Ltd., the firm was founded in 1990 and is a subsidiary of Evelyn Partners Group Ltd., ultimately held by Platinum LP Guernsey Ltd. Evelyn Partners provides discretionary investment management services to various clients.

Peregrine & Black Investment Management Ltd. (Peregrine & Black) is an independent investment management firm headquartered in London, UK. The firm was founded by Philip M. Gent and Oliver D. Pearson-Lund in 2015. Peregrine & Black offers full discretionary fund management services for high-net-worth individuals, institutions, trusts, and charities.