Keith Carlson

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.

Sanlam Investment Management (Pty) Ltd. (SIM) is the asset management subsidiary of Sanlam Life Insurance Ltd., which in turn owned by Sanlam Ltd. (JSE: SLM, OTCMKTS: SLLDY) in South Africa. Headquartered in Bellville, the firm offers a wide range of investment and financial planning solutions and a comprehensive range of local and offshore investment products to end investors, financial planners and institutions. SIM is a signatory to both the Code for Responsible Investing in South Africa (CRISA) and its forerunner, the United Nations-backed Principles of Responsible Investing (UNPRI).

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

XPS Pensions Ltd. provides financial advisory services. The firm’s actuarial and defined benefit consulting services include buy-out and risk management, managing cost, working with trustees, corporate transactions/restructuring, pension scheme accounting/monitoring, covenant advisory, scheme actuary, advisory services, investment governance, DB/DC communications and trustee training. The company was founded on September 16, 1999 and is headquartered in London, the United Kingdom.

Part of The First International Bank of Israel Ltd., Fergusson Bros is a South African company that provides stock brokerage services. The company is based in Umhlanga, South Africa. Fergusson Bros was acquired by Investec Bank (Israel) Ltd. on June 01, 1996.

Credit Suisse (UK) Ltd. (Credit Suisse-UK) is the Great Britain-based private banking subsidiary of Credit Suisse AG, itself a subsidiary of Credit Suisse Group AG (SWX: CSGN; NYSE: CS) in Switzerland. Headquartered in London, Credit Suisse-UK was founded in 1986 and provides a broad range of private banking solutions and customized financial strategies for private clients.

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.

Sanlam UK Ltd. provides wealth planning and investment solutions. It offers investment planning, retirement, family protection, inheritance tax, mortgage, employee benefits advice, dynamic risk management, discretionary and advisory portfolio management, stockbroking services, and risk targeted model portfolios. The company was founded on April 24, 2008 and is headquartered in Bristol, 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.

Sanlam UK is part of the Sanlam global financial services group & firmly establishes the group in the UK. Within Sanlam UK, they have leaders in investment expertise, financial planning, product innovation & customer service, as well as technical & training specialists. Sanlam in the UK has developed through holdings in several companies involved in financial services. Merchant Investors was purchased in 2003, now known as Sanlam Investments & Pensions, specialising in niche financial products. In 2008, Sanlam acquired a majority stake in the financial planning firm Buckles which has become Sanlam Private Wealth. Sanlam Fund Solutions was established in 2008, as a specialist firm of discretionary investment managers. As well as these core companies, Sanlam UK also has an interest in the wrap provider, the Nucleus Financial Group. Sanlam UK’s vision is to be a leader in wealth management. They lead with courage, serve with pride, care because they respect others & act with integrity & accountability. They are ambitious for customer.

En-Twyn Ltd. provides and develops ethernet cable management system. It has network running across the existing electrical mains cabling which are available throughout the building. The firm's network is robust, secure and runs faster than Wi-Fi, the installation is tamper and theft proof and complies with Health and Safety regulations. The company was founded in October 2004 and is headquartered in Crowborough, 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.

Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015.

Part of IFG Group Ltd., NFS (Nominees) Ltd. acts as a nominee/trust/depository. The company is based in London, UK.

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 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 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 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 company is based in London, UK.

Part of XPS Pensions Group Plc, XPS Holdings Ltd. operates as a holding British company that provides pension administration services through its subsidiaries. The company is based in London, UK.

Part of XPS Pensions Group Plc, XPS Investment Ltd. provides investment strategy and advisory services. The company is based in Reading, UK and was founded in 2007.

Nucleus IFA Co. Ltd. is an investment holding British company founded in 2006. The private company is based in Edinburgh, UK and functions as an investment holding company.

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.

Craven Street Capital Ltd. provides investment services. It offers strategic advice, debt and equity fundraising, merger and acquisition advisory and IPO advisory services. The company was founded by Soondra Appavoo in 2006 and is headquartered in London, 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 Aspire Ltd. acts as an alternative investment manager. The company was founded on October 22, 2015 and is headquartered in London, the United Kingdom.

Quilter Financial Planning Ltd. operates as a holding company with interests in financial advisory services. It also offers retirement, estate and trust planning, risk protection services. The company was founded by Alexander Park Leitch, George Higginson, Wallace Dobbin and Richard Freeman in 2005 and is headquartered in Swindon, the United Kingdom.

Part of Quilter Plc, Intrinsic Cirilium Investment Co. Ltd. is a British company that provides investment and portfolio management services. The company is based in Swindon, UK. Intrinsic Cirilium Investment Co. was acquired by Quilter Plc on December 01, 2014.