Ben William Palmer

abrdn Investments Ltd. (aIL) is an asset management firm headquartered in Midlothian, UK. The firm was founded in 1987 and formerly known as Aberdeen Asset Managers Ltd. They are a wholly-owned subsidiary of abrdn Holdings Ltd., wholly-owned by abrdn Plc (LON: ABDN). aIL provides their clients with discretionary and non-discretionary asset management and related services across a broad range of investment strategies and asset classes. They also offer an alternative platform which encompasses multi-manager research, selection and portfolio management for hedge funds strategies.

Newton Investment Management Ltd. (Newton) is the wholly-owned, Great Britain-based investment management subsidiary of Newton Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) (BNY Mellon) in the US. The firm was founded in 1978 as a joint venture with Scottish insurance broker Reed Stenhouse. In 1986 they were acquired by Alexander & Alexander and were renamed Newton Investment Management. Headquartered in London, Newton provides investment products and services to a wide range of clients, such as pension funds, charities, corporations and individuals (via BNY Mellon). Newton is a signatory to the UN Principles for Responsible Investment (PRI).

abrdn Investment Management Ltd. (AIM) is the wholly-owned investment management subsidiary of Standard Life Investments Holdings Ltd., itself a wholly-owned subsidiary of abrdn Plc (LON: ABDN) in Great Britain. Formerly known as Standard Life Investments Ltd., the firm was founded in 1990 as the dedicated investment arm of the Standard Life group. Headquartered in Edinburgh, AIM is a socially responsible investor which offers Standard Life Ethical Funds for investors concerned about environmental and social issues. Their flagship is the UK Select Fund.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

SVM Asset Management Ltd. (SVM) is a privately-owned investment management firm based in Edinburgh, Scotland. Founded in 1990, SVM specializes in UK, European and global equities investments. The firm offers mutual funds (including an SRI fund), hedge funds and investment trusts to institutional and private investors.

EFG Laran SA (EFG Laran) is the Swiss investment management subsidiary of BSI SA (Private Banking), itself a subsidiary of EFG International AG (SW: EFGN; ADR: EFGXY) in Switzerland. Formerly known as BSI Service Holding SA, the firm was established in 1873 and is headquartered in Lugano, They offer a range of services including wealth management, financial advisory, financial planning, corporate finance, insurance products, mortgage services and art advisory. EFG Laran manages private portfolios and the BSI range of investment funds, which are domiciled in Liechtenstein, Luxembourg or Switzerland. Their clients are primarily high-net worth individuals and family offices as well as institutional investors and third-party asset managers.

Aviva Investors Global Services Ltd. (AIGSL) is the wholly-owned asset management subsidiary of Aviva Investors Holdings Ltd., ultimately held by Aviva plc (LSE: AV, ADR: AV) in Great Britain. Previously known as Morley Fund Management Ltd., the firm was founded in 1973, merged with Norwich Union Investment Management Ltd. in 2000 and underwent restructuring in 2008. Headquartered in London, AIGSL provides investment management services and related advisory to various subsidiaries of the Aviva Group and external clients such as retail funds, pension funds, and other institutional investors.

Van Lanschot Kempen Investment Management (UK) Ltd. (Van Lanschot Kempen UK) is a mutual fund management firm headquartered in London, UK. Formerly known as Kempen Capital Management (UK) Ltd., the firm was founded in 1993 and is a wholly-owned subsidiary of Kempen & Co. NV, ultimately held by Van Lanschot Kempen NV (AMS: VLK) in The Netherlands. Van Lanschot Kempen UK provides asset management services for institutional investors, foundations and high net-worth private clients, through mandates and investment funds.

Thesis Asset Management Ltd. (Thesis) is an investment management firm headquartered in Chichester, UK. The firm was founded in 1974 by law firm Thomas Eggar. They are a subsidiary of Thesis Holdings Ltd., ultimately owned by Regit Topco Ltd. Thesis provides investment management services for private clients, charities, pension funds and trusts. In addition, the firm creates bespoke investment solutions and model portfolios for financial advisers, and within the Thesis group can create funds and offer fund custody and administration services through Thesis Unit Trust Management.

Part of Brooks MacDonald Group Plc, Brooks Macdonald Financial Consulting Ltd. is a British company that provides investment management services. The company is based in London, UK and was founded in 1991.

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.

Barclays Bank Plc (Private Banking) (BPB-UK) is the private banking division of Barclays Bank Plc, itself a subsidiary of Barclays Plc (LSE: BARC, ADR: BCS) in Great Britain. Founded in 1971, Barclays-PB is headquartered in London and offers wealth management products and services to high-net worth individuals, families and charities.

Deutsche Bank AG (Deutsche Bank UK) is the UK-based securities brokerage division of Deutsche Bank AG (ETR: DBK) in Germany. The firm is headquartered in London and was founded in 1873. Deutsche Bank provides brokerage services to companies and institutions.

Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors.

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.

Braemar Group Plc engages in finance and investment activities. It operates through two divisions: Braemar Securities Limited and Braemar Estates (Residential) Limited. Braemar Securities specializes in fund raising for public and private companies. It sponsors and operates a range of property investment funds for the Group and for third parties. Braemar Estates is responsible for the property management for Group funds and also has a diverse portfolio of managed residential properties throughout the UK. Braemar was founded in 2001 and is headquartered in Hale, the United Kingdom.

Part of Barclays PLC, Barclays Bank Plc (Hong Kong) is a national commercial bank. The company is based in Hong Kong, Hong Kong.

City Asset Management Plc provides investment advice. The private company is based in London, UK. and has subsidiaries in United Kingdom. The British company was founded in 1988 by Viv D. Coghill. Nicholas Mark Coghill has been the CEO of the company since 2012.

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.

KW Investment Management Ltd. is the Great Britain-based wealth management subsidiary of Kingswood Holdings Ltd. (LON: KWG), which is owned by Kingswood Property Finance LP. The firm was founded in 2009 and formerly known as European Wealth Management Ltd. Headquartered in London, KW Investment Management provides investment advisory and management services to private individuals and some UK universities and charities.

Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations.

Brooks Macdonald Funds Ltd. (Brooks Macdonald) is an investment management firm headquartered in London, UK. The firm was founded in 2006 and is owned by Brooks MacDonald Group Plc (LON: BRK). Brooks Macdonald manages active investment portfolios with varying risk and return profiles, designed to meet a broad range of objectives.

Cornelian Asset Managers Group Ltd. engages in the provision of retail asset management services. The company was founded on May 4, 2000 and is headquartered in Edinburgh, the United Kingdom.

Part of Brooks MacDonald Group Plc, Levitas Investment Management Services Ltd. provides investment management services. The company is based in Bristol, UK. Levitas Investment Management Services was acquired by Brooks MacDonald Group Plc on July 31, 2014 for $40.57 million.

LGT Wealth Management Ltd. is an investment management firm headquartered in London, UK. The firm was founded in 2007 and formerly known as Abrdn Capital Ltd. In 2023, they became a subsidiary of LGT UK Holdings Ltd., which is ultimately owned by LGT Group Foundation in Liechtenstein. LGT Wealth Management provides discretionary investment management services for private clients, charities and pension schemes.

Sentinel Portfolio Management Ltd. provides investment advice. The private company is based in Emsworth, UK.

The REME Charity provides grant making services. The non-profit company is based in Chippenham, UK. The British company was founded in 2016. The CEO is Michael James Tizard.

Part of Barclays PLC, Barclays de Zoete Wedd Holdings Ltd. is a holding company. The company is based in London, UK.

Korea Investment Corp. (UK) (KIC-UK) is the Great Britain-based sovereign wealth management division of Korea Investment Corp., a government-owned investment organization that manages the sovereign wealth fund (SWF) for the Government of South Korea. The firm was founded in 2011 and is headquartered in London. KIC-UK manages assets entrusted by the Government and the Bank of Korea.

Brooks Macdonald Asset Management (International) Ltd. (Brooks Macdonald AM) is the asset management subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. Headquartered in St. Peter Port, Brooks Macdonald AM was founded in 2012 and offers a range of investment management and advisory services to private high net-worth individuals, pension funds, institutions, and trusts.