Steve Clarke

CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year.

The Institute of Integrated Systemic Therapy is a child psychotherapeutic training and research institute that provides specialist 24/7 treatment and therapeutic education for severely traumatized children with complex psychological, emotional, and behavioral needs. The non-profit company is based in London, UK, and has subsidiaries in the United Kingdom. The institute is attached to Childhood First, a charity for severely traumatized children. The British company is known for pioneering best practice in specialist clinical psychotherapeutic care to nurture and rehabilitate acutely disturbed children and young people. The institute offers a fully immersive clinical training and IST training programs that provide a practice-based training for professionals caring for children and young people with complex emotional and psychological needs. The company was founded in 1983 by Stephen Blunden, who has been the CEO since 1983.

Rathbones Asset Management Ltd. (RAM) is the wholly-owned fund management subsidiary of Rathbones Group Plc (LON: RAT) in Great Britain. Originally founded as Laurence Keen Unit Trust Management Ltd. in 1989, the firm was acquired by the Rathbone Group in 1995 and was renamed Rathbone Unit Trust Management Ltd. in 1999. They became Rathbones Asset Management Ltd. in 2023. Headquartered in London, RAM manages the Rathbone family of equity and fixed-income funds for retail investors and segregated institutional accounts.

Lazard Asset Management Ltd. (UK) (Lazard AM-UK) is the Great Britain-based asset management subsidiary of Lazard Asset Management (UK) Holdings Ltd., ultimately held by Lazard Ltd. (NYSE: LAZ) in the US. Founded in 1953, the firm is headquartered in London and provides investment management and advisory services to institutional clients, financial intermediaries, charities, family offices, private clients and investment vehicles around the world. Lazard AM-UK offers a comprehensive range of UK onshore and offshore funds that provide access to investment opportunities in major markets worldwide.

Liontrust Portfolio Management Ltd. (LPM) is a specialist fund management boutique headquartered in London, UK. The firm was founded in 2002 by James de Uphaugh, Chris Field, Simon Hazlitt, Rob Harris and Adam Parker. Formerly a subsidiary of Majedie Investment Plc (LSE: MAJE), the firm was acquired by Liontrust Asset Management Plc (LON: LIO) in 2022 and has been renamed under this acquisition from Majedie Asset Management Ltd. to Liontrust Portfolio Management Ltd. LPM manages equity portfolios for institutional clients. Portfolios may be structured as separate managed accounts as well as private funds.

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.

Part of Commerzbank AG, Luthy Baillie Dowsett & Pethick is a British financial company that provides bond related services. The company is based in London, UK. The company was founded by Peter William Luthy. Luthy Baillie Dowsett & Pethick was acquired by Dresdner Bank AG on October 01, 1996.

Part of Institute of Integrated Systemic Therapy, Childhood First (East Anglia) Ltd. is a children's charity based in London, UK, founded in 1999. The British company provides residential care, foster care, and special education integrated with effective therapeutic treatment to children and young people affected by abuse, neglect, and deprivation. The company has a research faculty and students who conduct studies on significant areas and topics such as children's outcomes and interventions, children's behavior and histories, staff in the child care sector, relationships, and care. The company also offers a fully immersive clinical training and are known for pioneering best practice in specialist clinical psychotherapeutic care to nurture and rehabilitate acutely disturbed children and young people.

Salus Ltd. is a British company with no available information about its operations or services.

The Foundation & Friends of the Royal Botanic Gardens, Kew is a fundraising organization founded in 1990. The non-profit company is based in Richmond, UK. The British company engages in fundraising activities to support the Royal Botanic Gardens, Kew.

Threadneedle Asset Management Ltd. (Threadneedle AM) is the wholly-owned global asset management subsidiary of TC Financing Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. Headquartered in London, the firm was founded in 1994 and manages assets for a range of clients which includes pension schemes, insurance companies, private investors and corporations. Threadneedle AM is a socially responsible investor which believes they have a responsibility to, and will benefit from, exercising environmental and social stewardship throughout their firm.

Bain Capital Credit (Bain Capital Credit) is a private equity subsidiary of Bain Capital Credit LP, founded in 1998 by Jonathan Scott Lavine. The firm is headquartered in Boston, Massachusetts.

BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. The firm is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BIM-UK was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, including the iShares exchange traded funds business. The combined firm operates under the BlackRock name and has retained the iShares brand. BIM-UK manages a family of mutual funds and acts as sub-advisor to other mutual and pension funds. They also offer alternative investments and managed accounts for individual and institutional clients.

Part of Institute of Integrated Systemic Therapy, Childhood First (South) Ltd. provides residential care services. The company is based in London, UK and was founded in 1998.

Findlay Park Investment Management Ltd. is an independent investment partnership that aims to generate higher compound returns for its clients by taking less risk. The private company is based in London, UK and was founded in 1997 by Charles John Roberson Park. The British company believes in considering environmental, social, and governance issues as central to its Investment Philosophy. By applying this philosophy, Findlay Park Investment Management aims to control the downside risk in each stock to produce a compelling risk-adjusted compound rate of return.

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.

Findlay Park Partners LLP (FPP) is an independent, Great Britain-based investment management firm which was founded in 2002 to take over the investment management business of Findlay Park Investment Management Ltd., established in 1997 by James Findlay, Charles Park and Anthony Kingsley. Headquartered in London, FPP manages the Findlay Park American Fund, an Irish domiciled UCITS fund with FCA Recognized status in the UK.

South Drumochter Ltd. provides financial management services. The private company is based in London, UK.

Border to Coast Pensions Partnership Ltd. (Border to Coast) is an independent pension fund management firm headquartered in Leeds, UK. Founded in 2018, the firm oversees the investment of pension’s assets of Local Government Pension Scheme funds. Border to Coast manages the assets of its Partner Funds through both internal and external management within a number of investment vehicles, including an Authorized Contractual Scheme.

North Drumochter Ltd. is a British company that provides financial planning services. The private company is based in London, UK. The company was founded in 2015.

Ascot Authority (Holdings) Ltd. provides general facility services. The private company is based in Ascot, UK. and has subsidiaries in United Kingdom. The CEO of the British company is Guy Henderson.

Veritas Asset Management LLP (VAM), formerly known as Veritas Asset Management (UK) Ltd., is the wholly-owned fund management subsidiary of VAM Bidco Ltd., itself a subsidiary of Affiliated Mangers Group, Inc. (NYSE: AMG) in the US. The firm is headquartered in London and was founded in 2003. VAM manages both funds and segregated portfolios, with either long-only or long-short real return mandates. They specialize in Global and Asian equities and invest alongside clients to align interests. Their clients include institutions, charitable trusts and private clients, primarily high-net worth individuals.

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).