Stacey Louise Parrinder-Johnson

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.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Murray Asset Management Ltd. is an independent provider of financial services based in Edinburgh. Formally established in 2008, the firm was previously the private clients' investment division of Murray Beith Murray WS Solicitors in the UK. Murray AM provides financial planning and investment management services on a discretionary or advisory basis to private clients in Scotland and throughout the UK. Their clients include individuals, families, trustees, executors, landowners, entrepreneurs and company executives.

The Association of Investment Cos. is based in London, UK. The British company represents and provides investor data on closed-ended funds, including investment trusts and venture capital trusts (VCTs). The non-profit company was founded in 1932. Richard William Stone has been the CEO of the company since 2021.

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.

Friends Life Holdings Plc provides life insurance services. The company was founded in 2009 and is headquartered in Dorking, the United Kingdom.

Howard de Walden Estates Ltd. provides real estate services. The company was founded in 1879 and is headquartered in London, the United Kingdom.

Friends Life Ltd. provides life insurance and investment services. The company was founded on October 25, 2000 and is headquartered in Dorking, the United Kingdom.

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.

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.

Deutsche Asset Management Ltd. provides investment advisory services. The company is headquartered in London, the united Kingdom.

JPMorgan Elect Plc is a closed-end investment company. It offers three investment choices: Managed Growth, Managed Income, and Managed Cash. The Managed Growth includes long term capital growth from investing in a range of investment trusts and open-ended funds. The Managed Income comprises growth of income with potential for a long term capital growth by investing primarily in UK equities. The Managed Cash invests primarily in GBP denominated short-term debt securities. The company was founded on September 16, 1999 and is headquartered in London, the United Kingdom.

Railway Pension Investments Ltd. (dba Railpen) is a pension fund management firm headquartered in London, UK. The firm was founded in 1980 and is a subsidiary of the Railway Pension Trustee Co. Ltd., which is owned by Railway Holdings Ltd. Railpen is solely responsible to administer, safekeep and manage the investment of the Railways Pension Schemes’ assets on behalf of members who are connected to the railway industry.

Millen Capital Partners LLP (Millen Capital) is a wealth management firm headquartered in Liverpool, UK. The firm was founded by Angus Millen in 1998 and was acquired by Evelyn Partners Group Ltd. in 2023. They are ultimately owned by Platinum L.P. Guernsey Ltd. in Great Britain. Millen Capital offers asset management services to wealthy clients.

Oxburgh Partners LLP is a privately owned alternative investment management firm headquartered in London. The firm was founded by Adrian Paine in 1999. Formerly known as Mako Capital Partners Ltd., the firm changed their name to Oxburgh Partners Ltd. in 2003. Oxburgh Partners manages European equity funds for high-net worth individuals and institutional clients.

Ashdell Schools Trust Ltd. provides primary school education for girls. The firm offers pre-preparatory school and after-school care services. The company was founded in 1947 and is headquartered in Sheffield, the United Kingdom.

Omnis Investments Ltd. is a British private asset management company that focuses on active, high-conviction investing. The company is based in Swindon, UK, and has subsidiaries in the United Kingdom. The company draws on the collective power of experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. With more than £10 billion of assets under management, Omnis Investments Limited is one of the largest asset managers in the world. The company has appointed some of the best investment managers to manage clients' wealth, and each of the Omnis funds is run by a fund management company that has specialist experience in each market. Robert Mark Jeffree has been the CEO of the company since 2020.

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.

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. They changed their name to Brewin Dolphin Ltd. in 2018. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSX: 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.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Part of Deloitte LLP (New York), Deloitte LLP (United Kingdom) provides brokerage services. The company is based in London, UK. David Sproul has been the CEO of the British company since 2003.