Paul Harwood

ICBC Standard Bank Plc is an investment management firm headquartered in London, UK. Founded in 1987, the firm was formerly known as Standard Bank Plc and renamed into ICBC Standard Bank Plc to incorporate its new shareholding structure in 2015. They are a subsidiary of Industrial & Commercial Bank of China Ltd. (SHA: 601398). ICBC Standard Bank serves its international client base with access to Fixed Income and Currencies (FIC) and commodities products.

Amphion Capital Management LLC (Amphion Capital) is a venture capital firm subsidiary of Amphion Innovations Plc founded in 1995 by Richard Morgan and Robert Bertoldi. The firm is headquartered in New York.

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.

Baring Asset Management Ltd. (Barings UK) is the Great Britain-based subsidiary of Barings Europe Ltd., ultimately held by Massachusetts Mutual Life Insurance Co. in the US. Barings traces its origins to 1762 when it was founded in London as a firm of merchants and merchant bankers. They were an asset management pioneer in the UK and set up an Investment Department in 1955. In 1989, all of Barings' asset management activities were consolidated within Baring Asset Management. Headquartered in London, the firm manages assets on behalf of pension funds, pooled vehicles, governments, charities and high-net worth individuals. Barings UK offers a wide range of equity and fixed-income mutual funds in both domestic and international markets. They are a socially responsible investor which takes environmental and socially responsible investment issues into account and seek guidance from clients.

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.

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.

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.

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.

Part of Mattioli Woods Plc, Pension Consulting Ltd. is a British company that provides pension consulting services. The company is based in Leicester, UK. Pension Consulting was acquired by Mattioli Woods Plc on July 10, 2007 for $3.88 million.

Part of Mattioli Woods Plc, John Bradley Financial Services Ltd. is a British company that provides financial advice services specializing in self-administered pension funds. The company is based in Leicester, UK. John Bradley Financial Services was acquired by Mattioli Woods Plc on February 19, 2008.

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.

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).

As a firm of financial advisers, based in Aberdeen with offices in Glasgow and London, they provide advice to both individuals and companies on all aspects of financial planning. Established in 1991, Kudos has built a reputation for quality advice and service on an ability to provide clear, concise, and innovative ideas to their clients and professional introduces through a long term approach of fully understanding their clients' needs, wants and aspirations and then prioritizing objectives. They believe passionately that financial services are advisory services, and not commission motivated sales opportunities. This is demonstrated in their transparent, pre-agreed remuneration arrangements with clients. The company's Corporate teams specialize in Employee Benefits Consultancy and Due Diligence, while Kudos Wealth Management design bespoke tax efficient investment solutions, provide advice on pre- and post-exit planning for business owners and provide advice on all other aspects of personal financial planning. By getting to know their clients well, they can base their advice on a clear understanding of their current and anticipated circumstances, as well as their goals, objectives and attitudes. Within Kudos, they have established select teams of individual specialists with complementary strengths and whose experience and expertise allow them to cater for the needs of all their clients. The company's commitment to ongoing professional development and access to some of the most highly regarded technical experts in the Financial Services industry further ensure that they keep abreast of developments in legislation, taxation and product innovation.

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.

Part of Mattioli Woods Plc, TCF Global Independent Financial Services Ltd. operates as a holding British company. The company is based in Aberdeen, UK. TCF Global Independent Financial Services was founded in 2000.

Blevins Franks Financial Management Ltd. provides financial management services. The CEO of the British company is John Robert Simmonds.

Part of Mattioli Woods Plc, Thoroughbred Wealth Management Ltd. is an investment holding British company. The company is based in Newmarket, UK. Thoroughbred Wealth Management was acquired by Mattioli Woods Plc on July 30, 2013 for $9.20 million.

Thorntons Investment Management Ltd. offers financial planning and investment management advice to clients in the United Kingdom. The private company is based in Dundee, UK, and has subsidiaries in the United Kingdom. The British company's services include discretionary investment management for financial advisers and their clients, with a range of risk-targeted model portfolios and IHT model portfolio services. The company was founded in 1995, and Stephen James Nicholson Webster has been the CEO of the company since 2012.

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.