Peter J. Jarvis

Janus Henderson Investors UK Ltd. (JHI UK) is the wholly-owned global asset management subsidiary of Janus Henderson UK (Holdings) Ltd., ultimately held by Janus Henderson Group Plc (LON: 0RPW; NYSE: JHG) in Great Britain. The firm was founded in 1934 and formerly known as Henderson Global Investors Ltd. Headquartered in London, JHI UK is a client-centric, sustainable and responsible investor which provides investment management services to individuals, private banks, third party distributors, insurance companies, pension funds, government bodies, investment trusts, charities and corporate entities.

JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US.

J.O. Hambro Capital Management Ltd. (JOHCM) is an investment management firm headquartered in London, UK. The firm was founded by James Hambro in 1993 as an independently managed boutique, and was acquired by Pendal Group Ltd., formerly BT Investment Management Ltd., in 2011. In 2023, Perpetual Limited (ASX: PPT) – an ASX-listed, global diversified financial services company in Sydney, Australia – acquired Pendal Group, including JOHCM. The firm provides discretionary investment advisory services across a diverse range of equity strategies through pooled vehicles (or investment funds) and to clients that establish separately managed accounts.

Columbia Threadneedle (EM) Investments Ltd. (Columbia Threadneedle EMI) is a specialist fund management firm headquartered in London, UK. The firm was founded in 1995 and formerly known as LGM Investments Ltd. In 2021, they became a wholly owned subsidiary of Columbia Threadneedle Investments UK International Ltd., which is owned by Ameriprise Financial, Inc. (NYSE: AMP) in the US. The legal entity of LGM Investments Ltd. became Columbia Threadneedle (EM) Investments Ltd. in 2022. Columbia Threadneedle EMI provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world.

Brown, Shipley & Co. Ltd. (Brown Shipley) is the Great Britain-based private banking subsidiary of Quintet Private Bank (Europe) SA, itself a subsidiary of Precision Capital SA in Luxembourg. The firm was founded by William Brown in 1810. Headquartered in London, Brown Shipley manages a range of collective investments known as SVS Brown Shipley Funds for private, institutional and corporate clients.

Aviva Investors Global Services Ltd. (AIGSL) is the wholly-owned asset management subsidiary of Aviva Investors Holdings Ltd., ultimately held by Aviva plc (LSE: AV, ADR: AV) in Great Britain. Previously known as Morley Fund Management Ltd., the firm was founded in 1973, merged with Norwich Union Investment Management Ltd. in 2000 and underwent restructuring in 2008. Headquartered in London, AIGSL provides investment management services and related advisory to various subsidiaries of the Aviva Group and external clients such as retail funds, pension funds, and other institutional investors.

HSBC Global Asset Management (UK) Ltd. (HSBC GAM-UK) is the wholly owned asset management subsidiary of HSBC Global Asset Management Ltd., ultimately part of HSBC Holdings plc (LON: HSBA, ADR: HSBC) in Great Britain. Headquartered in London, HSBC GAM-UK was founded in 1985 and acts as a discretionary investment manager that offers a wide range of investment solutions across equity, fixed income, liquidity and multi-asset strategies. Their clients include the Group’s retail and private banking customers, financial intermediaries and distributors and institutions.

Lansdowne Partners (UK) LLP (Lansdowne) is the alternative investment management subsidiary of Lansdowne Partners Ltd., itself a subsidiary of Lansdowne Partners International Ltd. in the Cayman Islands. The firm is headquartered in London and was founded in 1998. Lansdowne provides investment advisory services on a discretionary basis to their clients, which includes commingled investment vehicles intended for institutional investors and other sophisticated investors and investment vehicles formed for particular investors and separately managed accounts for sophisticated financial institutions, including registered investment companies. Lansdowne is a signatory to the United Nations Principles of Responsible Investing (UNPRI).

Trace Group Plc provides software solutions. It offers solutions for the financial, insurance, reinsurance, and property markets. It also provides computer consultant & payroll, proprietary software products, and computer facilities management services. The company was founded by Colin Clarke & Richard Wolfe in 1974 and is located in London, UK.

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.

Polar Capital LLP is an alternative investment manager headquartered in London, UK. The firm is a subsidiary of Polar Capital Partners Ltd., itself a subsidiary of Polar Capital Holdings, Plc (LON: POLR) in Great Britain. Founded in 2001, Polar Capital offers its services primarily to Polar Funds and managed accounts, all of which are pooled investment vehicles. Investors in Polar Funds include individuals, banking or thrift institutions, investment companies (including mutual funds), pension and profit-sharing plans, pooled investment vehicles (such as hedge funds), high net-worth individuals, collateralized debt obligations (CDO’s), charitable organizations, trusts and estates, corporations and other business entities, and state or municipal government entities.

Artemis Investment Management LLP (AIM) is a Great Britain-based investment management firm headquartered in London with an additional office in Edinburgh. The firm was founded in 1997 and is a subsidiary of Artemis Strategic Asset Management Ltd., itself a subsidiary of Affiliated Managers Group, Inc. (NYSE: AMG) in the US. AIM manages a range of funds, investment trusts, hedge fund products, venture capital trusts, and pooled and segregated institutional portfolios for both retail and institutional investors.

Epworth Investment Management Ltd. (Epworth) is a specialist ethical charity investment manager headquartered in London, UK. The firm was founded in 1995 and is wholly-owned by Central Finance Board of The Methodist Church. Epworth serves the investment needs of churches and charities. They are committed to the UK Stewardship Code, Principles for Responsible Investment and the Montréal Pledge.

Barclays Bank Plc (Private Banking) (BPB-UK) is the private banking division of Barclays Bank Plc, itself a subsidiary of Barclays Plc (LSE: BARC, ADR: BCS) in Great Britain. Founded in 1971, Barclays-PB is headquartered in London and offers wealth management products and services to high-net worth individuals, families and charities.

Crown Agents Investment Management Ltd. (CAIM) is an institutional and multi asset manager headquartered in London, UK. The firm was founded in 1987 and was acquired in 2023 by Momentum Global Investment Management Ltd., ultimately owned by Momentum Metropolitan Holdings Ltd. (JSE: MTM) in South Africa. CAIM is a specialist fixed-income reserves manager for Central Banks and multi asset manager for institutional clients based predominantly in developing markets. In addition to investment management services, the firm also provides training and capacity building for Central Banks and pension funds.

Columbia Threadneedle Netherlands BV (CT Netherlands) is the wholly owned, Netherlands-based investment management subsidiary of Columbia Threadneedle Group (Holdings) Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. The firm was formerly known as F&C Netherlands BV and became BMO Asset Management Netherlands BV in 2018. They were renamed Columbia Threadneedle Netherlands BV when BMO rebranded to Columbia Threadneedle Investments in 2022. Headquartered in Amsterdam, CT Netherland manages fixed-income assets, credit, convertible stocks and real estate for Dutch institutional investors such as pension funds and insurance companies.

Altima Partners LLP is the alternative investment subsidiary of Altima Services UK Ltd. in Great Britain. Headquartered in London, the firm was founded in 2004 by Mark Foster-Brown, Mark Donegan and Joseph Carvin. Altima Partners advises funds and seeks suitable divestment opportunities for its remaining portfolio.

London & Capital Asset Management Ltd. (LCM) is an investment management firm headquartered in London, UK. The firm is a subsidiary of London & Capital Group Ltd. and was founded in 1986. LCM provides advice on offshore and onshore investment strategies, with a strong focus on capital preservation and personal service, to private individuals, family offices, trusts, financial intermediaries, and institutions. The firm is a socially responsible manager who supports a range of charities through the London & Capital Foundation.

Revera Asset Management Ltd. (Revera) is a boutique fund management firm headquartered in Edinburgh, UK. The firm was founded by Glen D. Nimmo in 2003 and they were acquired by AssetCo Plc (LON: ASTO) in 2022. Revera manages UK equity funds for institutional and advisory investors as well as segregated investment mandates for family offices and institutional investors.

Daiwa Asset Management (Europe) Ltd. (Daiwa AM-Europe) is the Great Britain-based investment management subsidiary of Daiwa Asset Management Co. Ltd., itself a wholly-owned subsidiary of Daiwa Securities Group Co. Ltd. (TYO: 8601) in Japan. The firm was founded in 1987 and conducts equity research with the Tokyo office (focusing on mid-cap companies in Western Europe), sub-advising portfolios for funds managed in Tokyo and domiciled in the Cayman Islands (specializing in fixed-income and commodities investments) and locally distributing investment trusts and other financial products managed within the group. Headquartered in London, Daiwa AM-Europe has retail investors as primary clients.

Tulip Holdings Ltd. holds and owns securities of companies other than banks. The company was incorporated on January 09, 2007 and is headquartered in London, the United Kingdom.

BMO Investment Business Ltd. (BMO Investment) is a Private Equity firm, a subsidiary of BMO Asset Management (Holdings) Plc founded in 2005. The firm is headquartered in Edinburgh.

Colchester Global Investors Ltd. (Colchester) is an investment management firm headquartered in London, UK. The firm was founded by Ian Sims in 1999 and is a subsidiary of Silchester Partners Ltd. Colchester manages global fixed income investments for a range of clients in the US and across the globe. Its client base includes endowments and foundations, public and sovereign wealth funds, pension plans, trusts and sub-advisory accounts (including pooled investment vehicles and registered investment companies) and, in its Funds, some high net-worth individuals.

Intrallect Ltd. provides digital object repository software for education and training. The company was founded by Peter Douglas and Martin Morrey in May 4, 2000 and is headquartered in Edinburgh, the United Kingdom.

F & C Emerging Markets Ltd. is a British financial services company that provides financial intermediation services. The private company is based in London, UK. The company was founded in 1987.

Friends Life FPG Ltd. is an insurance company, which engages in the provision of life and other risks insurance services. The company was founded on March 27, 2009 and is headquartered in Dorking, the United Kingdom.

Columbia Threadneedle Management Ltd. (CTML) is an investment management firm headquartered in London, UK. The firm was founded in 1953 as F&C Management Ltd. and renamed BMO Asset Management Ltd. in 2018. They changed their name to Columbia Threadneedle Management Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. They are a subsidiary of Columbia Threadneedle Holdings Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTML manages investments for individual investors, financial advisers, and wealth managers, as well as insurance firms, pension funds, and other institutions. CTML is a signatory to the United Nations Principles of Responsible Investing (UNPRI).

Founded in 1988, Columbia Threadneedle Managers Ltd. is a subsidiary of Ameriprise Financial, Inc. that provides security brokerage services. The company is based in London, UK.

BNP PARIBAS ASSET MANAGEMENT Netherlands NV (BNPP AM Netherlands) is the wholly-owned asset management subsidiary of BNP Paribas Asset Management France SAS, itself a subsidiary of BNP Paribas SA (EPA: BNP, ADR: BNPQY) in France. The firm was founded in 2010 when Fortis Investments merged with BNP Paribas Investment Partners Group. Headquartered in Amsterdam, BNPP AM Netherlands offers a wide range of high-quality, multi-asset custom investment solutions to individuals, companies and institutional investors.

Leading Software Ltd. provides software development and support services. Its team of business process analysts, architects, developers, installation and technical support specialists can provide end to end support for any of client projects across a broad base of technologies. The company is headquartered in Edinburgh, the United Kingdom.

Part of Apex Group Ltd., R & H Fund Services Ltd. is a British company that provides fund administration services. The company is based in London, UK. R&H Fund Services Ltd. was acquired by Maitland Luxembourg SA on May 18, 2017.

Mariana Investment Partners LLP (MIP) is an independent investment management firm headquartered in London, UK. The firm was founded by Daniel Hawkins in 2012. MIP provides advisory and asset management services to their clients which include family offices, asset managers and private individuals.

Founded in 2000, F & C (CI) Ltd. is an investment holding British company that functions as a subsidiary of Ameriprise Financial, Inc. The company is based in London, UK.