Philip Yarrow

abrdn Investments Ltd. (aIL) is an asset management firm headquartered in Midlothian, UK. The firm was founded in 1987 and formerly known as Aberdeen Asset Managers Ltd. They are a wholly-owned subsidiary of abrdn Holdings Ltd., wholly-owned by abrdn Plc (LON: ABDN). aIL provides their clients with discretionary and non-discretionary asset management and related services across a broad range of investment strategies and asset classes. They also offer an alternative platform which encompasses multi-manager research, selection and portfolio management for hedge funds strategies.

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.

Oberon Investments Ltd. (GB Investment Management) (Oberon-IM) is the wealth management division of Oberon Investments Ltd., a corporate broking group headquartered in London, UK. Formerly known as M. D. Barnard & Co. Ltd., the firm was founded in 1988 and is owned by Oberon Investments Group Plc (AQSE: OBE). Oberon-IM offers bespoke client portfolios for private individuals and corporate clients.

GLG Partners LP (GLG) is an independent alternative investment management firm headquartered in London, UK. The firm was founded in 1995 by Noam Gottesman, Pierre Lagrange and Jonathan Green as a hedge fund division within Lehman Brothers Holdings Inc. GLG offers advisory or sub-advisory services to non-US and US institutional managed accounts and pooled investment vehicles on either a discretionary or non-discretionary basis.

Gartmore Investment Management Ltd. provides investment products and services. The company was founded in 1969 and is headquartered in London, the United Kingdom.

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.

Rossie House Investment Management LLP (Rossie House) is an independent investment management firm headquartered in Edinburgh, UK. The firm was founded by David B. Nichol in 1993 and formerly known as Legacy Rhim LP. Rossie House manages investments for private individuals, trusts and charities.

R.C. Brown Investment Management Plc (RCBIM) is an independent, institutional and retail investment management company based in Bristol, UK. Formally established in 1990, the firm is the continuation of the DRG in-house pension investment management team, which started operating in 1980. RCBIM offers tailored services to charities, pension funds, OEICS, onshore trusts and substantial private client portfolios.

Arbuthnot Latham & Co. Ltd. (ALC) is the investment management subsidiary of Arbuthnot Banking Group Plc (LSE: ARBB) in Great Britain which was founded in 1833. Headquartered in London, ALC provides investment services for a range of customers including private individuals, entrepreneurs, real estate investors and developers, owner-managed businesses, solicitors, accountants, insolvency practitioners, letting and managing agents and charities.

Brachers LLP is an award-winning law firm that provides legal advice for businesses, families, and individuals. The private company is based in Maidstone, UK, and has subsidiaries in the United Kingdom. The British company specializes in managing trusts and currently look after more than 300 trusts. The company also offers services such as debt recovery, industrial disease claims, dispute resolution, and personal legal advice. Brachers was founded in 1895 by Henry James Bracher, and Joanna Worby has been the CEO of the company since 1991.

W.H. Brakspear & Sons Ltd. owns and operates restaurants and pubs. It offers food, drink, and accommodation services in restaurants. The company also manages its licensed and unlicensed property estates. It has offices in Oxford, Windsor, the Chilterns, and River Thames. W.H. Brakspear & Sons was founded in 1779 and is headquartered in Henley-on-Thames, UK.

Ashcourt Holdings Ltd. engages in the provision of financial services. The company was founded on July 30, 2002 and is headquartered in Bracknell, the United Kingdom.

Alder Investment Management Ltd. (Alder) is an independent Great Britain-based investment management firm which was founded in 2000 and specializes in systematic currency fund management. Located in London, Alder's clients include international banks, pension funds, life assurance companies, fund of funds and asset management companies.

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.

Close Asset Management Ltd. (Close AM) is the asset management subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group plc (LSE: CBG, ADR: CBGPY) in Great Britain. The firm was founded in 1982 and does business as Close Brothers Asset Management. Headquartered in London, Close AM provides a bespoke investment management service to private clients, trusts and corporates.

Sanlam Investments UK Ltd. (Sanlam UK) is the Great Britain-based specialist equity investment management subsidiary of Sanlam Investment Holdings UK Ltd., ultimately owned by Sanlam Ltd. (JSE: SLM) in South Africa. The firm was founded in 2006 by Derrick Dunne, Ted Williams, Chris Rodgers and Tom Carroll. Headquartered in London, Sanlam UK manages a number of pooled funds and segregated accounts for institutional and retail clients.

Andrews Gwynne LLP is a private wealth management firm headquartered in Leeds, UK. The firm was founded by Andrew Gwynne and Douglas Croft in 2006. They were acquired in 2023 by IM Asset Management Ltd., a subsidiary of Irwin Mitchell Holdings Ltd. Andrews Gwynne provides bespoke discretionary portfolios with tailored financial advice to private clients.

Hawksmoor Investment Management Ltd. (Hawksmoor) is an investment management firm headquartered in Exeter, UK. The firm was founded by John C. Crowley in 2008 and is a subsidiary of Hawksmoor Group Ltd. Hawksmoor provides discretionary management services for private investors which includes trusts, pension schemes and charities. They also manage multi-asset funds-of-funds and a series of risk-based model portfolios for financial advisers.

Tilney Asset Management Services Ltd. (Tilney AM) is the asset management subsidiary of Ashcourt Holdings Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Founded in 1993 as Ashcourt Rowan Asset Management Ltd., the firm was acquired by Towry Holdings and changed their name to Towry Asset Management in 2016. They became Tilney Asset Management Services Ltd. in 2017. Headquartered in London, Tilney AM offers a range of services such as financial planning, investment management and advice to private investors, charities and professional intermediaries.

KW Investment Management Ltd. is the Great Britain-based wealth management subsidiary of Kingswood Holdings Ltd. (LON: KWG), which is owned by Kingswood Property Finance LP. The firm was founded in 2009 and formerly known as European Wealth Management Ltd. Headquartered in London, KW Investment Management provides investment advisory and management services to private individuals and some UK universities and charities.

EIM Nominees Ltd. is a British company that acts as a nominee, trust, and depository. The private company is based in Brighton, UK.

Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients.

GBIM Ltd. is an investment management firm headquartered in Salisbury, UK. The firm is a subsidiary of Hawksmoor Group Ltd., ultimately held by The Carlyle Group, Inc., in the US. They were founded by Bertie Gore Browne, Elizabeth Pollard, John MacMahon, and Simon James in 2004. Formerly known as Gore Browne Investment Ltd., GBIM provides investment services for private clients, family trusts, charities, pension funds, and professional advisers.

Part of Kingswood Property Finance LP, European Financial Planning Ltd. is a British company that provides financial advisory services. The company is based in London, UK.

KW Wealth Group Ltd. is a holding firm, which engages in the provision of wealth management business. Its services include financial planning, corporate pension, advisory, and discretionary investment management in both equity, and fixed interest instruments. The company was founded by Alan John Morton on June 11, 2009 and is headquartered in Cheltenham, the United Kingdom.

Atomos Investments Ltd. (Atomos) is an asset management and holding firm headquartered in London, UK. The firm was founded in 1986 and formerly known as Sanlam Private Investments (UK) Ltd. Atomos offers wealth planning advice and investment solutions to individuals, families and their advisers, businesses and charities.

Collidr Asset Management Ltd. (Collidr) is the asset management subsidiary of Independent Strategic Capital Ltd., itself owned by Independent Strategic Group (ISG) Ltd., a Fintech group in Great Britain. The firm was founded by Symon Stickney in 2009 and formerly known as John Lamb Solutions Ltd. and as Purple Strategic Capital Ltd. Headquartered in London, Collidr provides investment management services to individual and institutional clients.

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.

Part of Julius Bär Gruppe AG, Julius Baer Portfolio Managers Ltd. is a British company that provides investment advice. The company is based in London, UK.

Part of Allenby Capital Ltd., Sanlam Securities UK Ltd. is a specialist asset manager within the Sanlam group. Sanlam Securities UK Ltd. is based in London, UK. Sanlam Securities was acquired by Allenby Capital Ltd. from Sanlam Ltd. on March 10, 2016. The British company manages over £5.4bn in an innovative range of equity, fixed income, and multi-asset strategies. The company was founded in 1984. Jonathan Charles Polin has been the CEO of the company since 2015.

Vintage Wealth Management Ltd. provides financial planning and advisory services. The private company is based in London, UK. and has subsidiaries in United Kingdom. The British company was founded in 2004. Alan John Morton has been the CEO of the company since 2019.