Peter H. Cooper

Oberon Investments Ltd. (GB Investment Management) (Oberon-IM) is the wealth management division of Oberon Investments Ltd., a corporate broking group headquartered in London, UK. Formerly known as M. D. Barnard & Co. Ltd., the firm was founded in 1988 and is owned by Oberon Investments Group Plc (AQSE: OBE). Oberon-IM offers bespoke client portfolios for private individuals and corporate clients.

Maunby Investment Management Ltd. (Maunby) is an independent investment management firm headquartered in Harrogate, UK. The firm was founded by Peter Hill-Walker in 1982. Maunby provides discretionary investment management to private individuals, family trusts, charities and institutions.

Part of IFG Group Ltd., IPS Pensions Ltd. is a British company that provides employee benefit consultancy and pension scheme administration services. The company is based in Salisbury, UK. The company was founded in 1991. IPS Pensions was acquired by IFG Group Ltd. on April 10, 2002 for $22.13 million.

Ashcourt Holdings Ltd. engages in the provision of financial services. The company was founded on July 30, 2002 and is headquartered in Bracknell, the United Kingdom.

Butterfield Mortgages Ltd. is the wholly-owned subsidiary of The Bank of N.T. Butterfield & Son Ltd. (NYSE: NTB) in Great Britain. Created in 2004 when merchant bank Leopold Joseph merged with the Bank of N.T. Butterfield & Son Ltd. The bank is located in London and provides full private banking and treasury services, internet banking, wealth management and fiduciary services to high-net worth individuals and privately-owned businesses.

Walker Crips Stockbrokers Ltd. (WCSL) is a subsidiary of Walker, Crips, Weddle, Beck Plc (LSE: WCW) in the UK. Located in London, the firm was founded in 2003. WCSL provides securities trading, custody, deposit and nominee services for private customers and manages PEPs, ISAs and CTFs, as well as administration products.

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.

Sanlam UK Ltd. provides wealth planning and investment solutions. It offers investment planning, retirement, family protection, inheritance tax, mortgage, employee benefits advice, dynamic risk management, discretionary and advisory portfolio management, stockbroking services, and risk targeted model portfolios. The company was founded on April 24, 2008 and is headquartered in Bristol, the United Kingdom.

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.

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.

Bridgewater Pension Trustees Ltd. provides pension services. The company is headquartered in Bristol, the United Kingdom.

S&T Asset Management LLP (dba S&T Wealth Management) is an independent wealth management firm headquartered in Manchester, UK. The firm was founded by Christopher Saunders in 2009. S&T Wealth Management offers a personalized wealth management services to individuals, trusts, charities & corporate clients as well as advice on investments held in SIPP/SSAS vehicles.

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.

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 abrdn Plc, Ignis Asset Management Ltd. is a British company that provides investment advisory services. The company is based in Edinburgh, UK. Ignis Asset Management was acquired by Standard Life Investments (Holdings) Ltd. from PGH (Cayman) on July 01, 2014 for $643.71 million.

Jefferies International Ltd. (JIL) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Jefferies Holdings II Ltd., ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF) in the US. JIL provides broking services to various investors.

Sanlam Private Investments (UK) Holdings Ltd. is a specialist asset manager within the Sanlam Group, founded in 2008. The company is based in London, UK. The British company aims to provide CPI +4% returns by investing in listed securities that derive their value from underlying real assets, particularly infrastructure, specialist property, and renewable energy. The company manages over £5.4bn in an innovative range of equity, fixed income, and multi-asset strategies.

Blackett Walker Ltd. provides financial advisory services. It offers wealth preservation and tax planning portfolio review, retirement services and specialist advice for medical professionals. The firm specializes in pension consulting for employers, independent employee benefits advice, employee benefits audit, employee communications and trustee services. The company was founded by Richard Alastair Blackett and Kevin Walker in 1994 and is headquartered in Newcastle Upon Tyne, the United Kingdom.

EFG Private Bank Ltd. is the UK-based private banking arm of EFG International AG (SWX: EFGN; ADR: EFGXY), a global private banking group in Switzerland. The firm was founded in 1988 and is headquartered in London. EFG Private Bank provides international private banking and wealth management services to high-net worth individuals and a range of intermediaries.

Part of IFG Group Ltd., Nucleus IFA Services Ltd. is a British company that provides financial intermediation services. The company is based in Edinburgh, UK and was founded in 2006.

Part of Sanlam Ltd., Sanlam FOUR Investments Holdings UK Ltd. is an investment holding company. The company is based in London, UK. It was founded in 2014.

Part of Sanlam Ltd., Sanlam Investment Holdings (UK) Ltd. is a British company that functions as an investment holding company. The company is based in Bristol, UK. The company was founded in 2011. Jonathan Charles Polin has been the CEO of the company since 2015.

Part of IFG Group Ltd., Nucleus Financial Services Ltd. is a British financial services company. The company is based in London, UK. Nucleus Financial Services provides information about their history, experience, latest press releases, and how to work with them on their website.

Part of Tavistock Investments Plc, Sanlam Partnerships Ltd. is a British company that provides financial intermediation services. The company is based in Lewins Mead, UK. Sanlam Partnerships was founded in 2010.

Part of Sanlam Ltd., English Mutual Ltd. is a boutique asset manager that focuses on long term investment performance and bespoke services for clients. English Mutual, based in Avon, UK, is a specialist asset manager within the Sanlam Group. English Mutual was acquired by Sanlam UK Ltd. on August 09, 2012. The British company is backed by the financial strength and heritage of their parent company and have autonomous investment teams that are unconstrained by a "house view". The company manages over £5.4bn in an innovative range of equity, fixed income, and multi-asset strategies, offering a variety of funds to suit clients' financial objectives.

Part of Atomos Financial Planning Holdings Ltd., Sanlam Wealth Planning UK Ltd. provides financial and wealth management services. The company is based in Lewins Mead, UK.

KW Wealth Group Ltd. is a holding firm, which engages in the provision of wealth management business. Its services include financial planning, corporate pension, advisory, and discretionary investment management in both equity, and fixed interest instruments. The company was founded by Alan John Morton on June 11, 2009 and is headquartered in Cheltenham, the United Kingdom.

Cranfield Court Ltd. is a private company based in London, UK.

IPS Capital LLP engages in the provision of investment consultancy services. It offers discretionary and advisory asset management services to United Kingdom, international private clients, trusts, and pension schemes. The company is headquartered in 1999 and is headquartered in London, the United Kingdom.

Curtis Banks Ltd. is an experienced provider of self-invested pension schemes. Their senior team has been involved with SSASs since 1977 and SIPPs since 1995, giving them almost unrivaled experience in this field. They have dealt with all aspects of these schemes over the years, enabling them to provide a full range of services and bespoke solutions. They are aware that clients and their advisers require robust service, accessibility, modern technology and innovation. Their substantial knowledge and experience, and their investment in modern systems, mean that they deliver in all these areas. Their experience also tells them that further requirements are clarity, ease of use and reliability in the services they provide. They ensure that all their processes are clear and straightforward, ensuring the best possible relationship between them, the client and their adviser. Their SIPP has been awarded the prestigious Defaqto 5 Star Rating for 2009. They also have substantial experience in group pension schemes, both money purchase and defined benefit, and can provide Scheme Actuary services for defined benefit schemes.