Gaynor Gillespie

OM Residual UK Ltd. is a holding company which engages in the international investment, savings, insurance, and banking businesses. It focuses on emerging markets such as life insurance, property and casualty, asset management, and banking. The company was founded in 1845 and is headquartered in London, the United Kingdom.

abrdn Investment Management Ltd. (AIM) is the wholly-owned investment management subsidiary of Standard Life Investments Holdings Ltd., itself a wholly-owned subsidiary of abrdn Plc (LON: ABDN) in Great Britain. Formerly known as Standard Life Investments Ltd., the firm was founded in 1990 as the dedicated investment arm of the Standard Life group. Headquartered in Edinburgh, AIM is a socially responsible investor which offers Standard Life Ethical Funds for investors concerned about environmental and social issues. Their flagship is the UK Select Fund.

BRIT Insurance Holdings Ltd. provides commercial insurance products. The company was founded by Neil David Eckert on October 30, 1995 and is headquartered in London, the United Kingdom.

Financial Services Compensation Scheme Ltd. is a compensation fund that protects customers of authorized financial services firms in the UK. The company is based in London, UK. The British company provides a list of financial firms that have failed, wound up, or liquidated, and offers a toolkit for funeral plan providers to understand how FSCS protects customers of FCA-authorized plan providers. FSCS also offers resources to help customers cope with the cost of living crisis, including mental health and debt support. Caroline Rainbird has been the CEO of the company since 2019.

Alpha Strategic Ltd. engages in providing services to hedge fund management businesses and investment to acquire high quality diversified revenue streams. It acquires shares in, or enters joint ventures with, or provide services to, hedge fund management businesses, so as to acquire high-quality diversified revenue streams. Alpha Strategic was founded by Christopher Laurie Malthouse and Colin Barrow on March 10, 2005 and is headquartered in London, the United Kingdom.

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.

Smith & Williamson Holdings Ltd. provides financial advisory services for private individuals, corporations, and non-profit organizations. It offers personal financial planning, private client tax, personal insolvency, assurance and accounting, business tax, pensions and employee benefits, restructuring and recovery, transaction and valuation, and other related services. The company was founded in 1881 and is headquartered in London, the United Kingdom.

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.

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.

General Reinsurance UK Ltd. provides property and casualty insurance services. It also offers property facultative and casualty facultative reinsurance as well as specialty areas that include ocean marine & treaty reinsurance. The company is located in London, UK

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.

Part of AXA SA, AXA Investment Managers GS Ltd. is a British company that provides lending and trading services. The company is based in London, UK and was founded in 1998.

Part of Platinum L.P. Guernsey Ltd., Towry Finance Co. Ltd. is a British company that provides investment advice. The company is based in Bracknell, UK and was founded in 2006.

Pearl Group Plc provides insurance services. It offers life and non-life insurance to individuals and other groups. The company is located in London, UK.

R.M. Walkden & Co. Ltd. operates as a wealth management company. The company was incorporated on February 26, 1976 and is headquartered in London, the United Kingdom.

Part of Platinum L.P. Guernsey Ltd., Bestinvest (Consultants) Ltd. is a British company that has been helping people achieve their investment goals since 1986. The company is based in London, UK. Bestinvest offers a digital toolkit for investors, expert coaching, and competitive pricing. The company provides access to a wide range of investments, including shares, investment trusts, and ETFs, with thousands of funds to choose from. Bestinvest also offers regular insights to help investors make informed decisions. Additionally, the company provides information on investing in shares and staying invested during retirement.

Part of Platinum L.P. Guernsey Ltd., Towry Services Ltd. is a British company that acts as a trustee or executor, providing important financial planning services such as retirement planning, estate planning, and investing for children. The company, founded in 2010, is based in Bracknell, UK. The company also offers tax risk and governance services. With a history dating back to 1836, Towry Services has been a trusted provider of wealth management, accountancy, and business advisory services.

Part of Platinum L.P. Guernsey Ltd., HW Financial Services Ltd. is a British company that offers professional services to people who run their own business. The company is based in London, UK. The company provides IT advice, triathlons, and assistance in helping child poverty and advising the government. The company also offers individual tax planning strategies to minimize tax payments and outsourced accounting services to save time and money. The company was founded in 1986. HW Financial Services was acquired by Bestinvest (Holdings) Ltd. from Hughes Walker Ltd. on January 15, 2010.

The Institute of Risk Management (IRM) is a professional body dedicated to promoting the highest standards in risk management education, training, and professional development. The British company provides risk management advice, guidance, and mentoring to individuals and organizations to improve their capabilities, competencies, and ultimately performance. With a network of members and affiliates, IRM equips individuals and organizations with the skills and knowledge to manage risk effectively in today's complex business environment. The CEO of the non-profit company is Ian Livsey.

Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. Formerly known as Rensburg Sheppards, the firm has roots dating back to 1827. In 2023, Rathbones Group Plc (LON: RAT) acquired the firm from Investec Plc (LON: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis.

Castle Investment Solutions Ltd. provides discretionary fund management services. Its services include initial & ongoing due diligence, unique cost savings, access to bespoke portfolios and access to information. The company is headquartered in Falmouth, the United Kingdom.

Phoenix Group Plc is a technology company based in the Middle East that specializes in blockchain technology and bitcoin mining. Phoenix Group has a diversified portfolio of tech ventures and is poised to shape the future of blockchain technology and the mining landscape. The British company also offers security services, including residential security and close protection specialists for individuals and organizations. Founded in 2017, the private company is committed to innovation, operational excellence, and sustainable practices.

Anchor Hanover Group is the largest provider of specialist housing and care for people in later life in the UK. The non-profit company is based in London, UK, and has subsidiaries in the United Kingdom. The British company offers care homes, retirement villages, and retirement homes, managing over 220 purpose-built leasehold retirement developments. Anchor residents can find guidance and tools to help them live well in their homes, as well as information about different ways to get involved with the organization. The company utilizes the skills of their diverse workforce to provide a language support service to help improve communication with customers who don't speak English as a first language. The company was founded in 2018, and Sarah Elizabeth Jones has been the CEO of the company since 2014.

Part of Smith & Williamson Holdings Ltd., Evelyn Partners Investment Services Ltd. is a leading integrated wealth management and professional services group based in London, UK. Evelyn Partners' experts provide professional advice to help clients structure their finances tax-efficiently and use available tax allowances. The British company also offers transformation and optimization services to enhance profit, strategy, and performance. The company specializes in wealth, accountancy, and business advisory services and has been in operation since 1836. The company was founded in 1970. The CEO is Christopher Kevin Woodhouse.

Tilney Asset Management Holdings Ltd. engages in the provision of investment services. The company was founded on October 29, 2010 and is headquartered in London, the United Kingdom.

Part of Platinum L.P. Guernsey Ltd., Tilney Fund Managers Ltd. is a British company that provides fund management services. The company is based in London, UK and was founded in 2014.

Part of Platinum L.P. Guernsey Ltd., Towry Group Ltd. is a British company that engages in activities of a holding company. The company is based in Bracknell, UK. The company was founded in 2009. Towry Group was acquired by Tilney Bestinvest Group Ltd. on August 01, 2016 for $851.31 million.

Part of Alexlux SARL, Violin Debtco Ltd. is a British company that provides investment services. The company is based in London, UK and was founded in 2013.

Part of Alexlux SARL, Violin Topco Ltd. is a British company that provides assurance and accounting services, as well as business outsourcing services. The company was founded in 2013 and is based in London, UK. The company is the leading integrated wealth management and professional services group, offering comprehensive solutions for their clients' combined wealth and tax needs, both personal and business.

Part of Alexlux SARL, Violin Equityco Ltd. is a holding British company. The company is based in London, UK. Founded in 2013, Violin Equityco functions as a holding company.

Index WM (Holdings) Ltd. is a British non-trading company founded in 2016. The private company is based in London, UK. The company's description states that it operates as a non-trading company.

LGT Wealth Management Ltd. is an investment management firm headquartered in London, UK. The firm was founded in 2007 and formerly known as Abrdn Capital Ltd. In 2023, they became a subsidiary of LGT UK Holdings Ltd., which is ultimately owned by LGT Group Foundation in Liechtenstein. LGT Wealth Management provides discretionary investment management services for private clients, charities and pension schemes.

Evelyn Partners Group Ltd. engages in the provision of wealth management and professional services. The company was founded on September 1, 2020 and is headquartered in the United Kingdom.

Index Fund Advisors Ltd. provides financial planning and investment advisory services. Its services include lifestyle, tax and structural, pension, retirement and index growth planning. The company was founded by Noel Farrelly and Les Phillips in 2004 and is headquartered in Sutton Coldfield, the United Kingdom.

UK Wealth Management Ltd. provides financial consulting services. It offers personal financial planning services, such as investment management, pension solutions, mortgage services and protection solutions. The company was founded in 2008 and is headquartered in Pontefract, the United Kingdom.

Part of Platinum L.P. Guernsey Ltd., DS Aslan Midco Ltd. is an investment holding British company. The company is based in Bracknell, UK and was founded in 2010.

Part of Platinum L.P. Guernsey Ltd., YIGAM Holdings Ltd. is an investment holding British company. The company is based in Bracknell, UK and was founded in 2005.

The Personal Investment Management & Financial Advice Association provides advice to the investment community.

Part of Rathbones Group Plc, Arcticstar Ltd. is a British company founded in 1999 that offers investment consultancy services to clients. The company is based in London, UK. Arcticstar provides personalized investment portfolio construction to match the objectives of each client. The company also hosts quarterly investment insights webinars where clients can interact with the co-chief investment officer, head of equities, and head of client development to hear their views on key questions facing investors. Additionally, Arcticstar offers a founder series platform to explore innovation, personal achievements, future focus, wealth, and social responsibility directly with the founders.