Tom Fitzgerald

Jupiter Asset Management Ltd. (JAM) is an investment management firm headquartered in London, UK. The firm was founded in 1985 and is a subsidiary of Jupiter Investment Management Group Ltd., ultimately owned by Jupiter Fund Management plc (LON: JUP). They were previously a subsidiary of Commerzbank AG until 2007 when their senior management acquired the firm through a management buyout. The firm offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. JAM is a signatory on a number of key initiatives such as the UN Principles for Responsible Investment.

Threadneedle Asset Management Ltd. (Threadneedle AM) is the wholly-owned global asset management subsidiary of TC Financing Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. Headquartered in London, the firm was founded in 1994 and manages assets for a range of clients which includes pension schemes, insurance companies, private investors and corporations. Threadneedle AM is a socially responsible investor which believes they have a responsibility to, and will benefit from, exercising environmental and social stewardship throughout their firm.

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.

PER4M Asset Management Ltd. (PER4M) is an investment management firm headquartered in London, UK. The firm was co-founded by Enrico Griffini and René Boehrer and is a subsidiary of Per4m Financial Services SA in Luxembourg. PER4M serves as an Investment Manager to UCITS V “Aera Fund Sicav” and segregated managed accounts.

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.

Part of Benefact Trust Ltd., Lycetts Holdings Ltd. is a well-established and forward-thinking group that provides a wide variety of insurance and financial services. The company is based in Newcastle-upon-Tyne, UK. The British company offers stable insurance for domestic dwellings and businesses, as well as a Competent Safety Adviser Service for organizations that require further assistance. The company was founded in 1961 by Michael Lycett. Charles Foster has been the CEO of the company since 1991.

Founded in 1929, Ecclesiastical Life Ltd. is a subsidiary of Benefact Trust Ltd. that provides insurance and financial consulting services. The company is based in Gloucester, UK.

The Windsor Leadership Trust provides transformational leadership programmes for senior leaders across all sectors, including corporate, public, military, education and not-for-profit. The company was founded in 1995 and is headquartered in Windsor, the United Kingdom.

Lycett, Browne-Swinburne & Douglass Ltd. provides insurance services and investment advice. It offers insurance broking and commercial insurance services. The company was founded by Michael Lycett on October 19, 1961 and is headquartered in Newcastle-upon-Tyne, the United Kingdom.

Ecclesiastical Insurance Office Plc provides insurance and financial consulting services. The company offers different insurance products, mortgages, investments, claims and risk management services. Ecclesiastical Insurance Office was founded in 1887 and is headquartered in Gloucester, the United Kingdom.

Benefact Group Plc provides insurance, financial services, and risk management solutions. The company offers charity, education, heritage, care, faith, wedding, and Anglican church insurance, as well as home, travel, other faith, parishguard, hallguard, property owners, engineering, commercial, fidelity guarantee, and motor fleet insurance products. It also provides health and safety, and risk management services, including risk assessment, risk advisory, risk analysis, and risk consultancy services. It offers financial advisory services, which comprise mortgage advice, financial planning and investment advice, tax planning, and retirement and pension advice brokerage. Ecclesiastical Insurance Group was founded in 1887 and is headquartered in Gloucester, the United Kingdom.

CCLA Investment Management Ltd. (CCLA) is an independent Great Britain-based specialist investment management firm headquartered in London. The firm was founded in 1987 and formerly known as Hackremco (No. 367) Ltd. and as Church, Charity and Local Authority Fund Managers Ltd. CCLA manages investments for charities, religious organizations and the public sector. They also offer segregated investment management for larger funds and do not offer services to private individuals.

Premier Fund Managers Ltd. (PFM) is the wholly-owned fund management subsidiary of Premier Investment Group Ltd., ultimately held by Premier Miton Group Plc (LON: PMI) in Great Britain. The firm was founded in 1988 and is headquartered in Guildford. PFM manages a range of authorized UK and offshore funds and provides tailor made discretionary management services for private and corporate clients including professional advisers, retail investors, institutions and charities.

Miton Asset Management Ltd. (Investment Management) (PMI-IM) is the investment management division of Miton Asset Management Ltd. (do-business-as Premier Miton Investors), a subsidiary of Premier Miton Group plc (LON: PMI) in London. The firm was founded in 1985 when Miton Investments and Optimal Fund Management merged. Headquartered in London, PMI-IM offers a choice of different investment products that cover funds, investment trusts and a portfolio management service.