Jonathan Samuel Bernstein

Punter Southall Wealth Ltd. (PSW) is a wealth management firm headquartered in London, UK. The firm was founded in 2002 and formerly known as FILMDISK LTD and as PSigma Investment Management Ltd. They were renamed as Punter Southall Wealth Ltd. in 2019. They are owned by Canaccord Genuity Wealth Group Holdings (Jersey) Ltd., a subsidiary of Canaccord Genuity Group, Inc. (TSE: CF) in Canada. PSW provides financial advisory and investment management services to a range of private and institutional clients which includes family trusts, pension schemes and charities.

Ladbrokes Group Finance Plc provides finance-related services. The company undertook the principal borrowing for Ladbrokes Plc and its subsidiaries, invested in loans to other members of the Ladbrokes Plc group and undertook associated finance-related activities. Ladbrokes Group Finance was founded on June 14, 1979 and is headquartered in London, the United Kingdom.

Countrywide Group Plc provides residential property and property related financial and professional services. Its services include surveying, residential development, estate management, auctions, insight, conveyancing and asset management services. The company was founded in 1986 and is headquartered in Chelmsford, the United Kingdom.

KPMG LLP (United Kingdom) provides audit, advisory, and tax services. Its audit and assurance services encompass accounting advisory, financial reporting publications, financial state audit, internal audit, and revenue recognition. The firm's tax and pension services include statutory residency test, pension, personal tax investigations, tax management consulting, tax technology, legal services, tax value chain, employment issues, indirect tax, and tax policy cycle. KPMG was founded in 1987 and is headquartered in London, the United Kigdom.

Co-operative Group Ltd. engages in the provision of services for retail co-operative society. It serves to the food, funeral and life planning, wholesale, and supporting functions sectors. The company was founded in 1844 and is headquartered in Manchester, the United Kingdom.

Part of Punter Southall Group Ltd., Guardian Assurance Ltd. is a British life insurance company founded in 1893. The private company is based in London, UK and provides long-term and short-term life insurance services.

Part of Sanlam Ltd., BGJ & Co. Ltd. is a British company that provides pension fund management services. The private company is based in Wokingham, UK. The company was founded by John Paul Batting. BGJ & Co. was acquired by Sanlam Ltd. on May 27, 2002.

Moonfruit Ltd. provides online systems design services. The company was founded by Wendy Tan White and Eirik Keith Pettersen in 1999 and is headquartered in Reading, the United Kingdom.

Mercer LLC provides human resources and staffing consulting services. Its services include retirement plans, health and benefits, investments, merger and acquisitions, and human capital services. It focuses on advising clients on the financial, cultural, and talent aspects of human capital issues in corporate and private equity transactions, mergers, acquisitions, joint ventures, divestitures, spin-offs, start-ups, and business transformations. The company is headquartered in New York, NY.

Equiniti Services Ltd. provides benefits and consulting services. The company was founded in 2006 and is headquartered in Walton-on-Thames, the United Kingdom.

Punter Southall Health & Protection Ltd. provides employee benefits services. It offers services in the area of protection, healthcare, wellness, international and online benefits. The company was founded in 1978 and is headquartered in London, the United Kingdom.

PSG Trustees Ltd. operates as a British non-trading company. The private company is based in London, UK.

Punter Southall Group Ltd. provides financial planning and investment advisory services. It offers actuarial advice, pensions consulting, risk, administration, health & protection advice, investment consulting and specialist services to private clients, pension scheme trustees, private equity investors, employers, and institutional investors. The company was founded by Jonathan Dominic Punter and Stuart Southall in 1988 and is headquartered in London, the United Kingdom.

PSFM Ltd. provides financial management services. The company was founded on July 20, 1987 and is headquartered in London, the United Kingdom.

Bonneysave Ltd. engages in human resources activities. The company was founded on June 24, 1993 and is headquartered in London, the United Kingdom.

Founded in 2001, YH Ltd. is a subsidiary of Yell Group Ltd. (United Kingdom) and operates as an advertising agency. The private company is based in Reading, UK.

The Pensions Management Institute provides employee retirement benefits and services. It promotes standards of excellence and lifelong learning for employee benefits and retirement savings professionals and trustees through qualifications, membership and ongoing support services. The company was founded in 1976 and is headquartered in London, the United Kingdom.

London Luton Hotel BPRA Property Fund LLP provides accommodation services. London Luton Hotel BPRA Property Fund LLP is based in London, UK and has subsidiaries in the UK. It was founded in 2009.

JLT Employee Benefits Solutions Ltd. provides benefits advice and services from pensions consultancy, administration, and actuarial to employee healthcare, wellness, and protection. It offers defined benefit scheme solutions, defined contribution pension scheme solutions, rewards and benefits solutions, and wealth management. The company was founded in 1982 and is headquartered in London, the United Kingdom.

Part of With Intelligence Holdings Ltd., CAMRADATA Analytical Services Ltd. is a British company that provides institutional investors with access to news, insights, and thought leadership. The private company is based in London, UK. The company's assisted search service helps investors save time by providing quick access to relevant information. The company was founded in 2003, and the CEO is Sean Thompson. CAMRADATA Analytical Services was acquired by With Intelligence Holdings Ltd. from Punter Southall Aspire Ltd. on January 04, 2023.

Part of Punter Southall Group Ltd., PSigma Wealth Ltd. is an investment holding British company. The private company is based in London, UK.

St. Luke's Hospice (Harrow & Brent) Ltd. provides health care services. The non-profit company is based in Harrow, UK. The CEO of the British company is Alpana Malde.

ST Benedict's School Ealing is a leading independent, Catholic, co-educational school founded in 2012. The school is based in Ealing, UK and provides a well-rounded, seamless independent education from nursery to sixth form. The school combines strong academic standards with outstanding personal development through inspirational teaching, tutorial guidance, and exceptional facilities.

Parkdean Resorts Ltd. owns and operates resorts and hotels. It operates under two brands Parkdean and Park Resorts which focuses on holiday park. The firm offers a range of accommodation to suit everyone with caravan and lodge holiday homes, touring caravans, motorhomes and camping. The company was founded in November 2015 and is headquartered in Newcastle upon Tyne, the United Kingdom.

Gryphon Group Holdings Ltd. was founded in 1821 and provides insurance and pension funding services. The private company is based in London, UK.

Punter Southall Defined Contribution Consulting Ltd. provides pension administration and investment consulting services. The company was founded in by and is headquartered in London, the United Kingdom.

Yell Bondco Plc operates as a non-trading company. The company was founded on February 23, 2018 and is headquartered in Reading, the United Kingdom.

Punter Southall Aspire Ltd. acts as an alternative investment manager. The company was founded on October 22, 2015 and is headquartered in London, the United Kingdom.

Part of SEI Investments Co., XPS Pensions (Nexus) Ltd. is a British company that provides pension consulting and administration business services. The private company is based in Reading, UK. The company was founded in 2023. XPS Pensions (Nexus was acquired by SEI Investments (Europe) Ltd. from XPS Pensions Group Plc on November 21, 2023 for $55.73 million.