Calum Brewster

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

Barclays Bank Plc provides commercial banking services. It offers personal, premier, business and corporate banking products and services to its customers. The banks services include current accounts, savings, investments, mortgages, loans, insurance, credit cards and online banking services. The company was founded on October 4, 1971 and is headquartered in London, the United Kingdom.

Citigroup Global Markets Ltd. (CGML) is an international broker-dealer firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Citigroup Global Markets Holdings Bahamas Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. CGML has a major presence in the international financial markets as a dealer, market-maker and underwriter in equity and fixed income securities and offers risk-based solutions to producers and investors in commodity markets. They also provide corporate finance services to a wide range of corporate, institutional and government clients. Their trading activities encompass cash, exchange traded and OTC derivative markets.

Part of Barclays PLC, Barclays Wealth International is a British company that provides investment advice. The company is based in London, UK.

Incapture Technologies LLC develops dynamic software infrastructure for optimizing and creating enterprise applications. The firm’s products include pipeline, catalog, database adapters, workflow manager, operations console and transformation engine. . The company was founded by Peter James Knez and Alan Moore in 2012 and is headquartered in San Francisco, CA.

Morgan Stanley Investment Management Ltd. (MSIM) is an asset management firm headquartered in London, UK. Founded in 1986, the firm is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSIM provides client-centric investment and risk-management solutions to a wide range of investors and institutions.

Santander Asset Management UK Ltd. (SAM-UK) is an asset manager headquartered in Glasgow, UK. The firm was founded in 1987 and formerly known as Scottish Mutual Portfolio Managers Ltd. and Abbey National Asset Managers Ltd. They are a wholly-owned subsidiary of SAM Investment Holdings SL, owned by Banco Santander SA (NYSE, BME: SAN) in Spain. SAM-UK manages funds on behalf of other Santander group entities as well as retail investors. The firm also manages a small number of segregated corporate portfolios.

Lombard Odier Europe SA (United Kingdom) (Lombard UK) is the Great Britain-based asset management division of Lombard Odier (Europe) SA, ultimately held by Compagnie Lombard Odier SCmA in Switzerland. Headquartered in London, the firm was founded in 2013 and provides wealth management and discretionary asset management to private and institutional clients.

Hargreaves Lansdown Fund Managers Ltd. (HL Fund Managers) is the fund management subsidiary of Hargreaves Lansdown Plc (LSE: HL, ADR: HRGLY) in Great Britain. Headquartered in Bristol, HL Fund Managers was founded in 1992 to offer a managed portfolio of investment trusts for private investors.

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.

The University of Greenwich is a major modern UK university. Its three campuses extend from Maritime Greenwich to Medway, serving South East London, Kent Thames-side and West Kent. The Kings Hill Institute in West Malling, Kent is a centre for Continuing Professional Development.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

NW Brown & Co. Ltd. (NW Brown) is an investment management firm headquartered in London, UK. The firm was founded in 2000 as NW Brown Investment Management Ltd. They are a subsidiary of Brown, Shipley & Co. Ltd., ultimately owned by Precision Capital SA in Luxembourg. NW Brown offers bespoke wealth management and employee benefit services to individuals, corporate bodies, and not-for-profit organizations.

Hargreaves Lansdown Asset Management Ltd. (Hargreaves Lansdown) is an asset management firm headquartered in Bristol, UK. The firm was founded in 1985 and is a wholly-owned subsidiary of Hargreaves Lansdown plc (LSE: HL; ADR: HRGLY), a financial services provider in Great Britain. Hargreaves Lansdown offers unit trust and equity broking, investment fund management, and life and pensions consultancy to private investors.

Kirly Group Holdings Ltd. provides financial planning and investment management services. The company was founded on January 27, 2000 and is headquartered in Cambridge, the United Kingdom.

Cater Allen Ltd. is the wholly owned, Great Britain-based private banking subsidiary of Santander Private Banking UK Ltd., ultimately held by Banco Santander SA (BME: SAN) in Spain. Founded in 1943, the firm is headquartered in London and manages money for private clients and professional advisers.

Partnerships for Renewables Ltd. develop, construct and operate renewable energy projects. It focused on a development process tailored to the specific needs of the public sector. The firm provides a way for public sector bodies to access the economic and environmental benefits associated with renewable energy and contribute towards the fight against climate change without diverting public sector resources away from frontline services. The company was founded in 2006 and headquartered in London, The United Kingdom.

Part of Banco Santander SA, Santander Private Banking UK Ltd. is a banking company that provides banking services. The company is based in London, UK and was founded in 1991.

ABEnergy Ltd. owns and operates wind-powered generation projects. The firm develops projects in green fields such as farmland and brown fields. The company was founded in 2002 by Frank Binns and Keith Albrow and is headquartered in Gloucester, UK.

Rothschild & Co. Wealth Management (UK) Ltd. (RCWM-UK) is a Great Britain-based wealth management firm headquartered in London. The firm is a subsidiary of Rothschild & Co. Wealth & Asset Management SAS, itself a subsidiary of Rothschild & Co. SCA (EPA: ROTH) in France. The firm originated in 1973 and was formally founded in 2002. RCWM-UK offers asset management services primarily to high-net worth individuals, trusts, companies, charities, and pensions.

Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LSE: 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 discretionary investment management services for private clients, charities, trustees, and professional partners with straightforward or more complex financial needs.

Rathbone Investment Management Ltd. (RIM) is an investment management firm headquartered in Liverpool, UK. The firm was founded in 1979 and is a wholly-owned subsidiary of Rathbone Brothers Plc (LSE: RAT). RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain.

Touchstone-Leeds is a British company that strives to improve the cultural competence of the cities they work in, with a focus on meeting the needs of vulnerable individuals. The non-profit company is based in Leeds, UK. The company's goal is to secure the rights and entitlements of the people they work with and for. The company was founded in 1982 by Janet Reynolds, and Alison Lowe has been the CEO of the company since 2004.

IM Asset Management Ltd. (dba IM Wealth Management) is the asset management subsidiary of Irwin Mitchell Holdings Ltd., headquartered in Sheffield, UK. The firm was founded in 2004 by Richard Warren. IM Wealth Management offers discretionary investment management services to individual and institutional clients.

3i Private Equity is a private equity firm, founded in 1945. The firm is headquartered in London, United Kingdom with additional offices around the world.

Credit Suisse Securities (USA) LLC provides a variety of capital raising, market making, advisory and brokerage services for governments, financial institutions, high-net-worth individuals, and corporate clients and affiliates. It is also a primary dealer in U.S. government securities and an underwriter, placement agent, and dealer for money market instruments, commercial paper, mortgage and other assetbacked securities, as well as a range of debt, equity and other convertible securities of corporations and other issuers. The company was founded on January 3, 2003 and is headquartered in New York, NY.

The Mayor's Fund For London operates as a not-for-profit organization. It offers school and employment programs to the youth. The company is headquartered in London, the United Kingdom.

Greene Light Stage Plc produces, manages, and invests in plays and musicals. It develops playwrights through its Old Vic New Voices program. The company was founded by Richard Attenborough and Sally Greene in 1993 and is headquartered in London, the United Kingdom.