Richard I. Morris

Boston Private Financial Holdings, Inc. engages in the provision of banking services. It operates through the Private Banking; and Wealth Management and Trust segments. The Private Banking segment offers services to privately owned businesses, private partnerships, and non-profit organizations. The Wealth Management and Trust segment offers planning-based financial strategies, wealth management, family office, financial planning, tax planning, and trust services to individuals, families, institutions, and nonprofit institutions. The company was founded on September 2, 1987 and is headquartered in Boston, MA.

Putnam Lovell NBF Group, Inc. provides international investment banking services. It offers merger and acquisition advice, Canadian equity sales and trading, U.S. Equity Derivatives, fixed income sales, trading and general corporate finance advisory services. The firm has offices in New York, San Francisco, Boston and London. The company was founded in 1987 and is headquartered in Boston, MA.

Part of Equitable Holdings, Inc., Cursitor Eaton Asset Management Co. is an international money management operation. The company is based in London, UK. The British company was founded by Richard I. Morris. Cursitor Eaton Asset Management was acquired by AllianceBernstein LP on February 29, 1996 for $141.50 million.

Jupiter Investment Management Group Ltd. provides investment management services. The firm operates as fund management group for private and institutional investors. The company was founded in 1985 and is based in London, the United Kingdom.

PO Söderberg & Partners Holding AB owns shares in Söderberg & Partners. It also provides financial consulting services. The company was founded by Gustaf Anders Stensson Rentzhog and Per-Olof Ragnar Söderberg in 2004 and is headquartered in Stockholm, Sweden.

P-O Söderberg & Partner AB provides insurance and financial products. It offers financial services such as pension, fund investment and savings, institutional advisory, business insurance, and payroll and benefits. The company was founded in 2004 and is headquartered in Stockholm, Sweden.

DNCA Finance SA is the asset management subsidiary of Natixis Investment Managers SA, ultimately held by BPCE SA in France. The firm is headquartered in Paris and was founded in 2000. In 2007, they created a management company in Luxembourg to manage and market an umbrella SICAV fund called DNCA Invest which aims to replicate certain funds created under French law and to acquire new products. DNCA Invest is the flagship for the firm's European expansion. DNCA Finance is a socially responsible investor and integrates environmental, social and societal aspects into its analysis.