Daniel Robert Lockyer

Premier Fund Managers Ltd. (PFM) is the wholly-owned fund management subsidiary of Premier Investment Group Ltd., ultimately held by Premier Miton Group Plc (LON: PMI) in Great Britain. The firm was founded in 1988 and is headquartered in Guildford. PFM manages a range of authorized UK and offshore funds and provides tailor made discretionary management services for private and corporate clients including professional advisers, retail investors, institutions and charities.

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.

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.

Polar Capital LLP is an alternative investment manager headquartered in London, UK. The firm is a subsidiary of Polar Capital Partners Ltd., itself a subsidiary of Polar Capital Holdings, Plc (LON: POLR) in Great Britain. Founded in 2001, Polar Capital offers its services primarily to Polar Funds and managed accounts, all of which are pooled investment vehicles. Investors in Polar Funds include individuals, banking or thrift institutions, investment companies (including mutual funds), pension and profit-sharing plans, pooled investment vehicles (such as hedge funds), high net-worth individuals, collateralized debt obligations (CDO’s), charitable organizations, trusts and estates, corporations and other business entities, and state or municipal government entities.

Asset Value Investors Ltd. (AVI) is an independent, Great Britain-based investment management firm which was founded in 1985 to manage the assets of British Empire Securities & General Trust Plc. Headquartered in London, AVI provides discretionary investment management services for segregated accounts and various pooled investment vehicles, both foreign and domestic.

Octopus Investments Ltd. is a fund management firm headquartered in London, UK. The firm was founded in 2000 and is owned by Octopus Capital Ltd. Octopus Investments manages investments for retail and institutional investors. They are a socially responsible investor and have established the Octopus Foundation which supports small and medium-sized charities that make a significant social impact.

Miton Asset Management Ltd. (Investment Management) (PMI-IM) is the investment management division of Miton Asset Management Ltd. (do-business-as Premier Miton Investors), a subsidiary of Premier Miton Group plc (LON: PMI) in London. The firm was founded in 1985 when Miton Investments and Optimal Fund Management merged. Headquartered in London, PMI-IM offers a choice of different investment products that cover funds, investment trusts and a portfolio management service.

Brooks Macdonald Asset Management Ltd. (BMAM) is the specialist investment subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. The firm was founded by Jonathan Gumpel and Richard Spencer in 1997 as Brooks Macdonald Gayer Asset Management Ltd. and changed their name to Brooks Macdonald Asset Management Ltd. in 2002. BMAM is headquartered in London with offices throughout Great Britain. They offer a range of investment management services and advice to individuals, pension funds, institutions, charities and trusts in the UK and internationally.

Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients.

JLT Investment Management Ltd. (JLT) is a wealth management firm headquartered in London, UK. The firm was founded in 2001 and is owned by JLT EB Holdings Ltd., which is ultimately held by Marsh & McLennan Cos., Inc. (NYSE: MMC) in the US. JLT provides investment management services to high net worth clients.

Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. Formerly known as Rensburg Sheppards, the firm has roots dating back to 1827. In 2023, Rathbones Group Plc (LON: RAT) acquired the firm from Investec Plc (LON: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis.

Part of The Carlyle Group Inc., Hawksmoor Group Ltd. is a British company that specializes in providing high quality discretionary management services for private investors, trusts, pension schemes, and charities. The company is based in Exeter, UK. The company also manages multi-asset funds-of-funds and offer risk-based 'Model Portfolios' for financial advisers. The company was founded in 2009 by John Christopher Crowley. The CEO is Sarah Jane Spencer Soar.

Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015.

Quintex Systems Ltd. designs and installs energy saving ventilation control systems. Its solutions include Cheetah, xMist and xHeat. The firm offers services in the area of kitchen energy management control, combining airflow measurement, data logging through remote access, energy monitoring and energy control. The company offers design, installation, training, remote maintenance and monitoring, energy monitoring and financing services. Quintex Systems was founded in 1996 and is headquartered in Finchampstead, the United Kingdom.

Part of HeadsUp Entertainment International, Inc., Gaming Hive Ltd. provides fundraising and gaming platform solutions through SaaS. The company is based in Herne Bay, UK. The British company was founded in 2021 by Daniel Bream. Gaming Hive was acquired by HeadsUp Entertainment International, Inc. on May 17, 2023.

EGS Energy Ltd is a development and consultancy company based in Penzance, UK, with unique access to engineered geothermal system technology and know-how. The British company is focused on extracting energy from deep geothermal reservoirs and delivering it in the form of electricity and heat. With over 70 years of experience in the field, the EGS Energy team is leading the development of deep geothermal energy resources on a commercial scale. The private company offers a comprehensive set of consultancy services, taking a project from definition to reality, with a focus on engineered geothermal system projects for district heating schemes and generation of electricity through the use of binary plants.