Flavio Rusconi

Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients.

SW Funding plc provides life insurance, pension plans, financial services and associated marketing services. Its Scottish Widows Investment Partnership segment manages client funds. The company was founded in 1815 and is located in Edinburgh, the United Kingdom.

Shell Asset Management Company BV (SAMCo) is the asset management subsidiary of Royal Dutch Shell Plc (LSE: RDSA, RDSB; ADR: RDS.A, RDS.B) in The Netherlands. Formerly known as Shell Pensioenfonds Beheer B.V., the firm is headquartered in The Hague and exclusively provides investment advice and asset management services to pension funds associated with the Shell group.

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.

Scottish Widows Unit Trust Managers Ltd. (SWUTM) is an investment management firm headquartered in Edinburgh, UK. Formerly known as TSB Unit Trusts Ltd., the firm was founded in 1982 and is a subsidiary of Scottish Widows Ltd., which is ultimately owned by Lloyds Banking Group Plc (LON: LLOY). SWUTM offers investment management solutions to various types of investors.

Manulife Investment Management (Europe) Ltd. (Manulife Europe) is the Great Britain-based asset management subsidiary of Manufacturers Life Insurance Co., itself a subsidiary of Manulife Financial Corp. (TSE, NYSE: MFC) in Canada. The firm was founded as Trendhandy Trading Ltd. in 1993 and was acquired by Manulife and in 1996. Headquartered in London, Manulife Europe offers clients a variety of funds including international and European equity funds. Their local research capabilities and market presence give them perspective on UK and European markets.

Strathdon Investments Ltd. invests in companies located in the United Kingdom. The fund targets companies operating in the fields of information technology, energy, finance, healthcare and process control sectors. It provides financing for startups and buyout capital with an investment size £50K and £2m.

PIMCO Europe Ltd. (PIMCO-Europe) is the Great Britain-based subsidiary of PIMCO Global Advisors LLC, ultimately held by Allianz SE (FR: ALV; ADR: AZSEY) in Germany. Established in 1997, PIMCO-Europe is headquartered in London with additional branches in Europe and global offices in Asia, Australia, and the Americas. The firm provides fixed-income investment management services to clients in Great Britain, Europe and the Middle East. In addition to corporate pension funds, their clientele includes foundations, endowments, public retirement plans, central banks and corporate treasury departments. They also serve retail and high-net worth individuals. PIMCO Europe manages discretionary accounts, institutional funds and mutual funds. The firm is involved in the institutional wholesale business, and sub-advises portfolios for third-party fund-of-fund managers.

HBOS Investment Fund Managers Ltd. provides investment management services. The company is headquartered in Halifax, the United Kingdom.

MGM Advantage Life Ltd. provides financial services, pension products, life insurance, mortgages and annuities to customers in the United Kingdom. The company was founded in 1852 and is headquartered in London, the United Kingdom.

Oxfam GB operates charitable organizations. The organization focuses on areas such as education, health care, gender and race, sustainable livelihood and protection from violence and disasters. The company receives funds from donors and the sale of second-hand items at its Oxfam shops. Oxfam GB was founded in 1942 and is headquartered in Oxford, UK

Barings (UK) Ltd. (Barings UK) is an investment management firm headquartered in London, UK. The firm was founded in 2000 and is a subsidiary of Barings Guernsey Ltd., ultimately owned by Massachusetts Mutual Life Insurance Co. in the US. Barings UK provides asset management and capital solutions to various clients.

Onderlinge Levensverzekering Maatschappij 's Gravenhage UA offers life insurance and pension services. It collaborates with professional intermediaries and provides insurance advisors for all financial and current insurance policies concerns. The company was founded by W.S.A. van Eck, H. Vreede, B.W. Siemens, and P.A. Francken on April 4, 1895 and is headquartered in the Hague, the Netherlands.

Part of Oxfam GB, Oxfam Activities Ltd. engages in the recovery of sorted materials. The company is based in Oxford, UK and was founded in 1964.

Kohlberg Kravis Roberts & Co. Ltd. operates as a global investment firm. It specializes in investment management across multiple asset classes, including private equity, energy, infrastructure, real estate, credit strategies and hedge funds. The company was founded by Henry Kravis and George Roberts in 1976 and is headquartered in London, the United Kingdom.

Founded in 1973, Scottish Widows Administration Services Ltd. is a subsidiary of Lloyds Banking Group Plc. The company is based in London, UK. Scottish Widows Administration Services offers a range of life, pension, and investment products under the Scottish Widows brand. The British company's Group Pension Zone provides eServices for Advisors and Employers, and is integrated with Clerical Medical. Additionally, annual returns for Clerical Medical Investment Group companies can be reviewed through the company's website.

AMG Systems Ltd. Provides CCTV and communication transmission solutions. It offers single channel and multi channel transmission products; single channel, fiber optic and CCTV transmission systems for security and surveillance, broadcast, industrial sites, campus sites, ITS and border control and oil and gas applications; fiber optic ring topology products; and commercial and ruggedized Ethernet transmission products for various IP video surveillance and Ethernet transmission applications that include media converters, managed switches, unmanaged switches, web-managed switches, PoE injectors and IP extenders. The firm also provides training and custom build solutions. The company was founded by Alan Hayes in 1990 and is headquartered in Biggleswade, the United Kingdom.

Stifel Nicolaus Europe Ltd. (SNEL) is a brokerage firm headquartered in London, UK. The firm was founded in 1999 and do-business-as Keefe, Bruyette & Woods Ltd. (KBW). They are a subsidiary of Stifel Europe Holdings Ltd., ultimately owned by Stifel Financial Corp. (NYSE: SF) in the US. SNEL provides Pan-European equity research and sales and trading products for their institutional clients.

ReAssure FSH UK Ltd. provides life insurance services. It manages pensions, savings, and protection policies for European policyholders through subsidiary companies. The company was founded on July 25, 2011 and is headquartered in Telford, the United Kingdom.

Lumin Wealth Ltd. provides financial consultancy services. The company was founded on 4 June, 1997 and is headquartered in St. Albans, the United Kingdom.

Lumin Wealth Management Ltd. provides financial planning and investment management for individuals, corporates, trusts and charities. The firm specializes in financial planning, wealth management and investment management. The company was founded by Martin Peter Cotter and John Robert Cusins on September 06, 2010 and is headquartered in St. Albans, the United Kingdom.

Stonehaven was launched in 2006, and quickly became known for offering innovative Lifetime Mortgages and excellent customer service. Their range of Lifetime Mortgages allow us to tailor their service standards around client. This is something that’s important to them, and their experienced team members are on hand to offer expertise and guidance throughout the process.

Part of Power Financial Corp., MGM Advantage Holdings Ltd. functions as an investment holding British company. The company is based in London, UK.

MGM Advantage Services Ltd. offers annuities and equity release products and insurance services for customers. The company is headquartered in London, the United Kingdom.

Part of VZ Holding AG, Ashridge Financial Management Ltd. provides financial planning and management services. The company is based in St. Albans, UK. The British company was founded in 2002. The CEO is Gary Treen. Ashridge Financial Management was acquired by Lumin Wealth Management Ltd. on June 13, 2022.

Oxed Ltd. is an education services provider founded in 2017.

Part of VZ Holding AG, Chamberlain Stean & West Ltd. is a wealth management company based in Hertfordshire, UK. The British company provides support and service to former CSW clients under the same model, which is now underpinned by additional resources and backing from VZ. Chamberlain Stean & West was acquired by Lumin Wealth Management Ltd., part of VZ Holding AG from May 18, 2021 on March 31, 2021.

Lumin Group Ltd. was founded in 2018 and is based in St. Albans, UK. The British company offers expert pension reports and support to family solicitors and their clients to ensure a fair outcome for divorcing couples. Lumin Pension Services Limited is part of the Lumin Group, which has a multi-million pound turnover and offers the highest levels of expertise and service in a number of fields relating to financial services. The Lumin team has many years of experience working with different types of pension schemes, allowing them to analyze existing schemes, spot any quirks, and suggest pension-sharing solutions that are fair to both parties and in line with the divorcing couple's objectives.