Megan Brennan

Part of JS International Holdings Ltd., S.I.M. Partnership (London) Ltd. is a British company founded in 1996 that partners with clients for the long term, committed to growing their assets responsibly. The company is based in London, UK. This ensures a sustainable world for future generations.

Newton Investment Management Ltd. (Newton) is the wholly-owned, Great Britain-based investment management subsidiary of Newton Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) (BNY Mellon) in the US. The firm was founded in 1978 as a joint venture with Scottish insurance broker Reed Stenhouse. In 1986 they were acquired by Alexander & Alexander and were renamed Newton Investment Management. Headquartered in London, Newton provides investment products and services to a wide range of clients, such as pension funds, charities, corporations and individuals (via BNY Mellon). Newton is a signatory to the UN Principles for Responsible Investment (PRI).

City of London Investment Management Co. Ltd. (CLIM) is an investment advisor firm headquartered in London, UK. The firm was founded by Barry Olliff in 1991 as Streetmatch Ltd. They are a wholly-owned subsidiary of City of London Investment Group Plc (LON: CLIG). CLIM provides investment advisory services to pooled investment vehicles and foreign registered mutual funds.

Part of Allianz SE, Allianz Global Investors UK Ltd. is a company that provides investment advice. The company is based in London, UK and was founded in 2018.

Part of Coöperatieve Rabobank UA, Sarasin Investment Funds Ltd. is an Open-End Investment Fund/Unit Trust. The company is based in London, UK and was founded in 1987.

GlobeScan Capital, Inc. (dba GCI Investors) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Pasupati Sadhukhan in 1996 and became a subsidiary of Brasada Capital Management LP in 2023. GCI Investors provides direct investment services for individual clients, corporate clients, 401k plans, and other registered investment advisors (RIAs) on a sub-advisory basis.

Credit Suisse Asset Management (Schweiz) AG (CSAM Schweiz) is the asset management subsidiary of Credit Suisse AG, ultimately owned by Credit Suisse Group AG (SWX: CSGN, ADR: CS) in Switzerland. Founded in 2017, the firm is headquartered in Zurich and manages collective investment schemes for institutional and individual clients.

Putnam Investments Ltd. (PIL) is an investment management firm headquartered in London, UK. The firm was founded in 1982 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Financial Corp. in Canada. PIL is an active asset manager that provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Part of Euro Hostels Ltd., Findrack (Hostels) Ltd. provides hostel accommodation services. The company is based in Edinburgh, UK and was founded in 2010.

Ets Capital Ltd. is a British company that provides professional, scientific, and technical services. The private company was founded in 2018.

Euro Hostels Ltd. provides hostel accommodation services. The private company is based in Edinburgh, UK. and has subsidiaries in United Kingdom. Euro Hostels was founded in 1999.

Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients.

Bank J. Safra Sarasin AG (Investment Management) (J. Safra Sarasin-IM) is the investment management division of Bank J. Safra Sarasin AG, a private banking firm headquartered in Basel, Switzerland. Founded in 1841, the firm is owned by J. Safra Sarasin Holding AG, which is ultimately held by JS International Holdings Ltd. in The Bahamas. J. Safra Sarasin-IM actively manage assets for private and institutional clients.

Schroder Investment Management Ltd. (SIM) is the wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately held by Great Britain-based Schroders Plc (LSE: SDR, ADR: SHNWY). Established in 1985, SIM is headquartered in London and caters to a range of clients such as corporations, insurance firms, local and public authorities, charities, pension funds, high net-worth individuals and retail investors.

The Analyst Research LLP is a British company that provides investment research. The private company is based in London, UK. The company was founded in 2010 by Mark Christopher Hiley, who has been the CEO since 2010.

Handelsbanken Wealth & Asset Management Ltd. (Handelsbanken) is a wealth management firm headquartered in London, UK. The firm was founded in 1988 and rebranded as Heartwood Wealth Management Ltd. in 2020. They became a direct wholly owned subsidiary of Handelsbanken Plc in 2013, which is ultimately owned by of Svenska Handelsbanken AB (STO: SHB.A, SHB.B) in Sweden. Handelsbanken manages portfolios for private clients and offers investment management services directly to charities, institutions and individuals through professional intermediaries.

Institute of Directors In Ireland promotes governance and develops leadership skills. It offer services to boards in Ireland including a non-executive director and chairperson appointment service through the boardroom centre, a board evaluation service, carried out by highly experienced assessors. The company is headquartered in Dublin, Ireland.

The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom.

Part of Cantor Fitzgerald LP, Cantor Fitzgerald Ireland Ltd. is a brokerage services provider. The company is based in Dublin, Ireland. Ronan Reid has been the CEO of the Irish company since 2012.

Key Capital Investment Management Ltd. (Key Capital Investment Management) is a private equity subsidiary of KC II Ltd, founded in 2006. The firm is headquartered in Dublin, Ireland.

PIMCO Europe Ltd. (PIMCO-Europe) is the Great Britain-based subsidiary of PIMCO Global Advisors LLC, ultimately held by Allianz SE (FR: ALV; ADR: AZSEY) in Germany. Established in 1997, PIMCO-Europe is headquartered in London with additional branches in Europe and global offices in Asia, Australia, and the Americas. The firm provides fixed-income investment management services to clients in Great Britain, Europe and the Middle East. In addition to corporate pension funds, their clientele includes foundations, endowments, public retirement plans, central banks and corporate treasury departments. They also serve retail and high-net worth individuals. PIMCO Europe manages discretionary accounts, institutional funds and mutual funds. The firm is involved in the institutional wholesale business, and sub-advises portfolios for third-party fund-of-fund managers.

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

Baring Asset Management Ltd. (Barings UK) is the Great Britain-based subsidiary of Barings Europe Ltd., ultimately held by Massachusetts Mutual Life Insurance Co. in the US. Barings traces its origins to 1762 when it was founded in London as a firm of merchants and merchant bankers. They were an asset management pioneer in the UK and set up an Investment Department in 1955. In 1989, all of Barings' asset management activities were consolidated within Baring Asset Management. Headquartered in London, the firm manages assets on behalf of pension funds, pooled vehicles, governments, charities and high-net worth individuals. Barings UK offers a wide range of equity and fixed-income mutual funds in both domestic and international markets. They are a socially responsible investor which takes environmental and socially responsible investment issues into account and seek guidance from clients.

Founded in 1983, Sarasin (UK) Ltd. is a holding British company that provides investment management services through its subsidiaries. The company is based in London, UK and is part of JS International Holdings Ltd.

Gresham College is an educational institution that offers a series of lectures on various topics related to business and personal development. The institution is based in London, UK, and the CEO of the private company is Wendy Piatt. The lectures cover essential skills such as time management, public speaking, pursuing a purposeful career, mental and physical wellness, critical thinking, and adopting a growth mindset. The lectures are delivered by experts in their respective fields, such as Professor Bourke, who is a historian and academic, currently working at the University of London.

Insight Investment Management (Global) Ltd. (Insight) is the UK-based specialist asset management subsidiary of Insight Investment Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) in the US. Headquartered in London, the firm was founded in 1964 as an in-house asset manager for the insurance assets of HBOS, and was acquired by Bank of New York Mellon Corp. in 2009. The firm provides liability-driven investment solutions, fixed-income and alternative investments for a range of clients which includes pension funds, corporates, local authorities, insurers, sovereign wealth funds, wealth managers, financial institutions and individual investors. Insight is a founding signatory of the UN Principles for Responsible Investment (UNPRI).

The Army Cadet Force Association is an organization that promotes and inspires young people to join the Army Cadets. The non-profit company is based in London, UK. The British company offers various activities such as fieldcraft, which teaches transferable skills like personal camouflage and mock ambush situations. The organization provides resources to create personalized promotional materials to promote the Army Cadets in local communities. The company was founded in 1859. The CEO is Murdo Norfolk Soulsby Urquhart.

Swiss Finance & Property AG (Swiss Finance) is an alternative investment and advisory firm specializing in real estate and hedge funds. Established in 2001, they are located in Zug and Zurich, Switzerland. Swiss Finance is independent and fully-owned by their managing partners. The firm manages Swiss, European and international portfolios for private and institutional clients. They advise real estate companies, real estate funds as well as other businesses. They invest on behalf of the firm and their clients who include state and corporate pension funds, investment trusts, banks, insurance companies, funds of funds and private individual investors. Swiss Finance manages a number of funds domiciled in Liechtenstein and Luxembourg.

Thames River Capital LLP (TRC) is a specialist fund management firm headquartered in London, UK. The firm was founded in 1998 and is a subsidiary of Columbia Threadneedle Capital (UK) Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. TRC provides specialist fund management services to professional investors and institutions in the UK and worldwide, through several single and multi-manager funds.

Universities Superannuation Scheme Ltd. (USS) is a pension scheme headquartered in Liverpool, UK. The firm was founded in 1974 to administer both defined (DB) and other benefits and defined contributions (DC) pensions. USS provides retirement benefits to various members across 330 institutions in the higher education sector.