Sue Evans

R.C. Brown Investment Management Plc (RCBIM) is an independent, institutional and retail investment management company based in Bristol, UK. Formally established in 1990, the firm is the continuation of the DRG in-house pension investment management team, which started operating in 1980. RCBIM offers tailored services to charities, pension funds, OEICS, onshore trusts and substantial private client portfolios.

WH Ireland Ltd. (dba WHIreland) is a wealth management firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of WH Ireland Group Plc (LON: WHI). WHIreland provides discretionary and managed advisory services to individuals, corporates, trusts and funds.

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.

Part of Beaufort International Associates Plc, Beaufort Securities Ltd. is a British company that provides brokerage services. The company is based in St. Mary Axe, UK. Tanvier Mohsin Malik has been the CEO of the company since 2012.

Tilney Asset Management Services Ltd. (Tilney AM) is the asset management subsidiary of Ashcourt Holdings Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Founded in 1993 as Ashcourt Rowan Asset Management Ltd., the firm was acquired by Towry Holdings and changed their name to Towry Asset Management in 2016. They became Tilney Asset Management Services Ltd. in 2017. Headquartered in London, Tilney AM offers a range of services such as financial planning, investment management and advice to private investors, charities and professional intermediaries.

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.

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.

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.

Charles Stanley & Co. Ltd. (Investment Management) (Charles Stanley-IM) is the investment management division of Charles Stanley & Co. Ltd., an investment company headquartered in London, UK. The firm was founded in 1852 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF). Charles Stanley-IM provides bespoke investment portfolios and tailored financial advice to individuals, charities, institutions and professional advisers.

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.

Part of Stifel Financial Corp., Keefe, Bruyette & Woods Ltd. is a wealth management and British investment banking company that helps individuals and organizations achieve their financial objectives. The company is based in London, UK. KBW's Equity Sales & Trading Division offers financial industry-specific knowledge and access to research and capital markets transactions. Additionally, 67 KBW employees lost their lives on September 11, 2001, and the company has since prioritized assisting the affected families through the KBW Family Fund. The company was founded in 2004.

Newscape Capital Group Ltd. (Newscape Capital) is a diversified financial services boutique headquartered in London, UK. The firm was founded by Stephen D. Decani in 2008 as E-Vestment Capital Ltd. Newscape Capital provides investment advice to valued clients and investment partners which include financial intermediaries, pension funds, professional families, trusts and fiduciaries, institutions and sovereign wealth funds.

Morvus Technology Ltd. discovers, develops and commercializes of novel drugs and technologies in the oncology field. Its products include clinical candidates, research portfolio and non-core programmes. The company was founded by Philip John Burke and Roger Geoffrey Melton in April 2004 and is headquartered in Carmarthen, the United Kingdom.

Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.

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

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.

Generali Saxon Land Development Co. Ltd. provides investment advice. The company was founded on June 23, 1999 and is headquartered in London, the United Kingdom.

S&A Group Holdings Ltd. operates as a holding company, through its subsidiaries, cultivates and trades soft fruits and other produce. Its products include asparagus, avocados, blackberries, raspberries, blueberries and strawberries. The company was founded by John Davies and is headquartered in Hereford, the United Kingdom.

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.

VSA Capital Ltd. (VSAC) is the brokerage subsidiary of VSA Capital Private Investments Plc. The firm is headquartered in London and was founded in 1989. VSAC provides brokerage services to their clients.

Part of Allenby Capital Ltd., Sanlam Securities UK Ltd. is a specialist asset manager within the Sanlam group. Sanlam Securities UK Ltd. is based in London, UK. Sanlam Securities was acquired by Allenby Capital Ltd. from Sanlam Ltd. on March 10, 2016. The British company manages over £5.4bn in an innovative range of equity, fixed income, and multi-asset strategies. The company was founded in 1984. Jonathan Charles Polin has been the CEO of the company since 2015.

Part of Cavendish Financial Plc, Cavendish Capital Markets Ltd. is a British brokerage company. The company is based in London, UK. The company was founded in 2007 by Samantha Jane Smith. John Carlos Farrugia has been the CEO of the company since 2022.

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

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.

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.

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

Chelverton Asset Management Ltd. (Chelverton) is the specialist fund management subsidiary of Chelverton Asset Management Holdings Ltd. in Great Britain. Headquartered in Bath, the firm was founded by David A. Horner in 1998 to provide the investment management for the investment trust Chelverton Growth Trust PLC. Chelverton provides a range of investment products and services to professional investors, financial intermediaries, institutional investors and family offices.

Part of Smith & Williamson Holdings Ltd., Smith & Williamson Corporate Finance Ltd. is a leading integrated wealth management and professional services group based in London, UK. The British company provides wealth, accountancy, and business advisory services to its clients. Founded in 1836, Kevin Peter Stopps has been the CEO of the company since 2006.

Slater Investments Ltd. is a small private company, founded in 1994 and based in London. Slater manages UK equity funds, available to retail investors (including ISAs and PEPs). The firm also offers managed accounts services to HNW individuals and offshore funds.

South West Angel & Investor Network ltd (SWAIN) is a private equity firm founded in 2004. The firm is headquartered in Bristol, United Kingdom.