David Laurence Bearman

Part of Deutsche Bank AG, Morgan Grenfell & Co. Ltd. is a British company that manages private investments. The company is based in London, UK.

HSBC Bank Plc provides commercial banking and financial services. It operates in four businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking. The Retail Banking and Wealth Management business offers personal banking, mortgages, loans, credit cards, savings and investments and insurance services. The Commercial Banking business offers financial products and services to enable them to operate efficiently and meet their business aspirations. The Global Banking and Markets business offers capital financing, transaction and advisory banking services, trade, research, securities services and global liquidity and cash management. The Global Private Banking business offers investment management, incorporating advisory, discretionary and brokerage, private wealth solutions, comprising trusts and estate planning services. The company was founded in 1865 and is headquartered in London, the United Kingdom.

Shore Capital Stockbrokers Ltd. (Shore Capital) is a broker-dealer firm headquartered in London, UK. Formerly known as Puma Securities Ltd., the firm was founded in 1985 and is a subsidiary of Shore Capital Group Ltd. (LON: SGR). Shore Capital offers corporate clients with edge electronic equities trading platform, which operates alongside a growing equity capital markets division.

Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations.

FIL Investment Advisors (UK) Ltd. (FIA UK) is a Great Britain-based fund management firm headquartered in Tadworth, Surrey. Founded in 1984, the firm is a wholly-owned subsidiary of FIL Holdings (UK) Limited, which in turn is a wholly-owned subsidiary of FIL Ltd. in Bermuda. FIA UK provides a range of global investment products and services to institutional accounts, mutual funds and other pooled investment vehicles.

The Royal Pharmaceutical Society of Great Britain provides expertise and support to its member pharmacists. The private company is based in Great Britain. Alex MacKinnon has been the CEO of the British company since 2010.

Part of MWA Financial Ltd., Sterling Financial Consultants Ltd. is a British financial planning company that offers a range of services for individuals and corporations. The company is based in Canary Wharf, Docklands, London, UK. The company's experienced advisers and administrators provide cost-effective solutions for financial planning. Sterling Financial Consultants was acquired by MWA Financial Ltd. on September 07, 2023.

Hardman Research Ltd. provides investment research. The private company is based in London, UK. and has subsidiaries in United Kingdom. The British company was founded in 2012 by Roger Hardman. Keith J. Hiscock has been the CEO of the company since 2012.

HSBC Bank Plc (Broker) (HSBC Bank-Broker) is the broker/dealer division of HSBC Bank Plc, which is owned by HSBC Holdings Plc (LON: HSBA; NYSE: HSBC) in Great Britain. Headquartered in London, HSBC Bank-Broker was founded in 1880 and offers bespoke brokerage services across every major asset class for their corporate and institutional clients.

Part of Louis Capital Markets LP, Louis Capital Markets UK LLP is a brokerage firm. The company is based in London, UK. The British company was founded in 2003 by Patrice Cohen. Patrice Cohen has been the CEO since 2003.

Oakham Wealth Management Ltd. (Oakham) is an independent wealth management firm headquartered in London, UK. The firm was founded by Paul Denley in 2004 and provides responsible, sustainable investment management services to individual private clients, families, trusts and charities with portfolio sizes ranging between £500,000 and £20m. Oakham is a signatory to the UN PRI – Principles of Responsible Investment.

Windmill Hill Asset Management Ltd. (WHAM) is a privately-owned investment management firm headquartered in Waddesdon, UK. Founded in 1997, WHAM is the investment manager of three major philanthropies associated with the Rothschilds.

City Financial Investment Co. Ltd. (City Financial) is an independent hedge fund management firm headquartered in London, UK. The firm was founded in 1986 as REALGLOBE Ltd., became known as Independent Financial Marketing Ltd. in 1992 and renamed to City Financial Investment Co. Ltd. in 1998. City Financial provides investment advisory services to pooled investment vehicles and separately managed accounts.

Providentia Capital LLP is an independent alternative investment manager headquartered in London, UK. The firm was founded by Gulamabbas M. Lakha in 2004. Providentia Capital provides multi-asset investment management and advisory services to institutional clients around the world.

Canaccord Genuity Wealth Group Ltd. operates as a holding company. The company was founded in 2005 and is headquartered in London, the United Kingdom.

Central & Metropolitan Estates Ltd. provides real estate investment services. The private company is based in London, UK and has subsidiaries in the United Kingdom.

Harvington Properties Ltd. is a British company that develops commercial properties and provides real estate agency services. The private company is based in London, UK and was founded in 1986.

Part of Panmure Liberum Ltd., Whitman Howard Ltd. is a British company that provides brokerage services. The company is based in London, UK. The company was founded in 2009 by Richard Henry Whitman Morecombe. Whitman Howard was acquired by Panmure Gordon & Co. Ltd., part of Panmure Liberum Ltd. from May 16, 2024 on June 30, 2020.

Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients.

Thorntons Investment Management Ltd. offers financial planning and investment management advice to clients in the United Kingdom. The private company is based in Dundee, UK, and has subsidiaries in the United Kingdom. The British company's services include discretionary investment management for financial advisers and their clients, with a range of risk-targeted model portfolios and IHT model portfolio services. The company was founded in 1995, and Stephen James Nicholson Webster has been the CEO of the company since 2012.

Part of Polar Capital Holdings Plc, Dalton Capital (Holdings) Ltd. is a holding British company whose subsidiaries provide investment management services. The company is based in London, UK. Dalton Capital (Holdings was acquired by Polar Capital Holdings Plc on March 01, 2021 for $21.12 million.

Founded in 2017, BP INV3 MidCo Ltd. is a subsidiary of Buckthorn Partners LLP that provides support services for petroleum and natural gas extraction. The company is based in London, UK.

Part of Buckthorn Partners LLP, BP Inv3 Bidco Ltd. is a British company that provides petroleum and natural gas extraction services. The company is based in London, UK and was founded in 2017.

Part of Canaccord Genuity Group, Inc., Canaccord Genuity Wealth Group Holdings (Jersey) Ltd. is an investment holding British company. The company is based in Saint Helier, UK. Founded in 2017, Canaccord Genuity Wealth Group Holdings (Jersey functions as an investment holding company.

Pixielink Ltd. provides property investment services. The private company is based in London, UK. The British company was founded in 1997.

BP Inv2 Holdco Ltd. is a holding British company founded in 2016. The private company is based in Sandy, UK. and has subsidiaries in United Kingdom. BP Inv2 Holdco functions as a holding company for its subsidiaries, which are engaged in oil and gas equipment manufacturing.

Founded in 2017, BP Inv3 Holdco Ltd. is a subsidiary of Buckthorn Partners LLP that provides support services for petroleum and natural gas extraction. The company is based in London, UK.

Founded in 2017, BP Inv3 Topco Ltd. is a subsidiary of Buckthorn Partners LLP that provides support services for petroleum and natural gas extraction. The company is based in London, UK.

Part of Gore Street Energy Storage Fund PLC, GSES 1 Ltd. is an investment holding British company. The company is based in London, UK and was founded in 2018.

MWA Financial Ltd. is a financial advisory firm committed to excellence in financial advisory services. The private company is based in Hertford, UK, and has subsidiaries in the United Kingdom. The British company's vision is to excel through strategic acquisitions and the recruitment of top-tier professionals, shaping the future of financial advice where talent meets innovation and excellence is their constant pursuit. MWA Financial was founded in 2016 by Dean Campbell Banks, who has been the CEO since then. The company's strategic approach to talent acquisition and dedication to nurturing the next generation of advisors sets them apart as a leader in the financial advisory landscape.

Founded in 2019, Coretrax Technology Holding Co. Ltd. is a British company that functions as an investment holding company. Part of CTL UK Pledgeco Ltd., the company is based in London, UK.

Part of Cavendish Financial Plc, Cavendish Capital Markets Ltd. is a British brokerage company. The company is based in London, UK. The company was founded in 2007 by Samantha Jane Smith. John Carlos Farrugia has been the CEO of the company since 2022.