David Robert Barber

Tilney Investment Management Ltd. provides investment advisory services. The firm caters to private investors interested in managing their wealth on behalf of their families, businesses, and for personal or philanthropic ventures. It provides access to investment products, including some developed for institutional clients, such as cash, equities, bonds, mutual funds, structured products and derivatives, foreign exchange and commodities, hedge funds, private equity, and real estate. The company was founded in 1836 and is headquartered in London, the United Kingdom.

Part of Prudential Plc, Prudential Unit Trusts Ltd. provides insurance services. The company is based in London, UK.

J. M. Finn & Co. Ltd. (JM Finn) is a wealth management firm headquartered in London, UK. The firm was founded as a partnership in 1946 and in 2011 they became a subsidiary of Delen Private Bank NV, which is owned by Ackermans & van Haaren NV (EBR: ACKB, ADR: AVHNY) in Belgium. JM Finn offers a high quality, personalized investment management service for private and professional investors.

Bestinvest (Holdings) Ltd. operates as a holding company with interests in investment advisory and management services. It offers services through its subsidiaries. The firm also provides financial planning, insurance broking and wealth management services. The company was founded on May 28, 1997 and is headquartered in London, the United Kingdom.

Part of M & G Plc, The Prudential Assurance Co. Ltd. is a British company that provides multi-line insurance services. The company is based in Belfast, UK. The company was founded in 1881. Clare Jane Bousfield has been the CEO of the company since 2016. The Prudential Assurance Co. was acquired by Mutual Life Assurance Co. of Canada from Prudential Plc on March 01, 1995.

Tilney (Holdings) Ltd. is a private client investment group. Its business activities include investment management, investment advisory, and financial planning. The company was founded on November 29, 2013 and is headquartered in London, the United Kingdom.

Towry Holdings Ltd. provides financial advisory and investment management services. The firm’s solutions include lifetime financial plan, pension and retirement planning, managing investment risk, discretionary investment management and advisory portfolio management services. The company was incorporated on May 21, 2003 and is headquartered in Bracknell, the United Kingdom.

Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. 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.

Evelyn Partners Investment Management Services Ltd. (Evelyn Partners IMS) is the investment management subsidiary of Bestinvest (Holdings) Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Formerly known as Tilney Investment Management Services Ltd., the firm was founded by John Spiers in 1986 and was previously owned by global private equity and venture capital firm 3i. Headquartered in London, Evelyn Partners IMS provides a range of services such as discretionary investment management, mortgage and general insurance for UK private individuals, charities, pension funds, investment trusts and companies.

Tilney Financial Planning Ltd. provides financial advice and investment management services. The company was founded in 1958 and is headquartered in Bracknell, the United Kingdom.

Evelyn Partners Discretionary Investment Management Ltd. (Evelyn Partners) is an investment management firm headquartered in London, UK. Formerly known as Tilney Discretionary Investment Management Ltd., the firm was founded in 1990 and is a subsidiary of Evelyn Partners Group Ltd., ultimately held by Platinum LP Guernsey Ltd. Evelyn Partners provides discretionary investment management services to various clients.

Tilney Discretionary Portfolio Management Ltd. (TDPM) is the asset management subsidiary of Violin Bidco Ltd., which is ultimately held by Alexlux SARL. The firm is headquartered in London and was founded in 1964. TDPM provides financial planning and advisory for private individuals, families, charities and professionals.

Octopus Capital Ltd. engages as an investment firm. It invests in renewable energy, healthcare, and property sectors. The company was founded by Simon Andrew Rogerson and Christopher Robert Hulatt in 2000 and is headquartered in London, the United Kingdom.

The Boston Consulting Group Ltd. provides management consulting services. Its capabilities includes corporate development and finance, postmerger integration, digital economy, risk management, globalization, strategy, innovation, growth, sustainability, marketing and sales, technology, operations, turnaround and transformation and people and organization. The company was founded in 1963 and is headquartered in London, the United Kingdom.

First Alternative Ltd. was founded in 1997 and operates as a British dormant company. The company is based in Halifax, UK and ultimately controlled by the The Solicitor for the Affairs of Her Majesty's Treasury.

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.

Walker Crips Stockbrokers Ltd. (Investment Management) (Walker Crips-IM) is the investment management division of Walker Crips Stockbrokers Ltd., itself a subsidiary of Walker Crips Group Plc (LSE: WCW) in Great Britain. Headquartered in London, Walker Crips-IM was founded in 2003 and provides a range of investment management services for institutional ad private investors.

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.

The Prudential Assurance Co. Ltd. (Life & Pension Funds) (PRU-LP) is the life insurance and pension fund division of The Prudential Assurance Co Ltd., a subsidiary of Mutual Life Assurance Co. of Canada in Canada. Headquartered in London, PRU-LP was founded in 1881 and provides a range of life insurance, general insurance, employee benefits, and investment linked insurance products.

Rowan Dartington & Co. Ltd. (Rowan Dartington) is an investment management firm headquartered in Gloucestershire, UK. The firm was founded in 1990 as Oval (823) Ltd. They are a subsidiary of Rowan Dartington Holdings Ltd., ultimately owned by St. James's Place Plc (LON: STJ). Rowan Dartington provides personalised investment management to IFAs, private clients, companies, charities and trusts. The firm offers a broad range of portfolio management services, specializing in advisory and discretionary investment management.

Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: 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 bespoke investment portfolios for individuals and families for generations.

Modulr Holdings Ltd. is an investment holding British company founded in 2015. The private company's description states that it functions as an investment holding company.

Resolution Life Group Holdings Ltd. provides life insurance services. The company is headquartered in Hamilton, Bermuda.

Modulr Finance Ltd. provides platform that simplifies complex payment flows. The firm specializes in payments, FinTech and business banking. its services include automated pay-out, simplified pay-in and customer accounts. The company was founded by Myles Stephenson and is headquartered in London, the United Kingdom.

Helpage International UK was founded in 2012 and provides individual and family services. The non-profit company is based in London, UK.

Prudential UK & Europe provides insurance services. The private company is based in London, UK.

Part of Modulr Holdings Ltd., Modulr Technology Ltd. is a British company founded in 2015 that provides secure, real-time payment processing solutions for businesses in the UK. The company is based in London, UK. The company's automated features streamline financial operations, unlocking incremental revenue, operational efficiencies, and smoother customer experiences.

Resolution Life Group Holdings LP operates as a life insurance company. It focuses on the acquisition and management of portfolios of life insurance policies. The company was founded by Clive Cowdery in 2003 and is headquartered in Hamilton, Bermuda.

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

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.