Ann Catherine Hall

USS Investment Management Ltd. (USS-IM) is the wholly owned investment management subsidiary of Universities Superannuation Scheme Ltd. (USS), the final salary scheme for higher education employers in Great Britain. USS-IM is the principal investment manager and advisor to the scheme. Headquartered in Liverpool, the firm was founded in 1997.

HSBC Private Bank (UK) Ltd. (HSBC Private Bank-UK) is the private banking subsidiary of HSBC Bank Plc., ultimately held by HSBC Holdings Plc (LON: HSBA) in Great Britain. The HSBC group can trace their history in London back to 1865 when the Hongkong and Shanghai Banking Corporation office opened, and through later acquisitions are linked to Samuel Montagu & Co. Limited, founded in 1853. Headquartered in London, HSBC Private Bank-UK offers a full range of wealth management advice and services to wealthy individuals and their families worldwide.

Morgan Stanley Private Wealth Management Ltd. (Morgan Stanley PWML) is the UK-based private wealth division of Morgan Stanley Smith Barney LLC in the US. Established in 1977, Morgan Stanley PWML is located in London and provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations with USD 20 million or more in investable assets.

Old Mutual Asset Managers (UK) Ltd. (OMAM) is the Great Britain-based investment management subsidiary of Old Mutual Global Investors (UK) Ltd., itself a subsidiary of Old Mutual Plc (LSE: OML), a global financial services group which operates in Europe, South Africa, the U.S. and Asia Pacific. Old Mutual traces their history back to 1845, originating as a South African-based mutual society. In 1999, they became a public listing. Located in London. OMAM is independently managed and provides investment advisory services for a range of hedge funds, open-ended investment funds, managed accounts and ISAs to institutions and private investors.

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.