Trevor Allen

Exane SA (United Kingdom) is the UK-based securities brokerage division of Exane SA in France, which is owned by BNP Paribas SA (EPA: BNP). Headquartered in London, the firm was founded in 2019 and provides institutional investors with a range of services, such as research, sale and execution on European equities.

Joh. Berenberg, Gossler & Co. KG (United Kingdom) (Berenberg-UK) is the Great Britain-based broker/dealer division of Joh. Berenberg, Gossler & Co. KG, a multinational full-service investment bank in Germany. Headquartered in London, Berenberg-UK was founded in 2003 and provides trading and brokerage services to institutional and corporate clients.

Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors.

JPMorgan Securities Plc is a brokerage firm headquartered in London, UK. The firm was founded in 1992 and is a wholly-owned subsidiary of JP Morgan Capital Holdings Ltd., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities provides market research, proprietary pricing data and analytics, and trade execution across multiple asset classes such as credit, equities and FX. They help institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets.

Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions.

Société Générale SA (UK) (Société Générale UK) is the Great Britain-based brokerage division of Societe Generale SA (XP: GLE, ADR: SCGLY) in France. Headquartered in London, Société Générale UK was founded in 1993 and provides broking services.

Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients.

Morgan Stanley & Co. Ltd. provides wealth management, investment banking, and other financial services. The company founded on September 15, 1987 and is headquartered in London, the United Kingdom.

Economist Intelligence Unit Ltd. (EIU) is the investment research arm of The Economist Newspaper (Holdings) Ltd., which is owned by The Economist Newspaper Ltd. The firm is headquartered in London and was founded in 1946. EIU provides a political and economic perspective of global events.

Natixis SA (Broker) is the securities brokerage division of Natixis SA (EPA: KN), a corporate and investment bank headquartered in Paris, France. They are ultimately owned by BCPE SA. The firm provides full spectrum of broking services to various investors.

Part of GlobalData Plc, Lombard Street Research Ltd. provides investment research. The company is based in London, UK. Lombard Street Research was acquired by Trusted Sources UK Ltd. on August 01, 2016. The British company was founded in 1989.

TSL Research Group Ltd. is an investment research firm headquartered in London, UK. The firm was founded in 2016 and in 2022 they became a subsidiary of GlobalData UK Ltd., which is ultimately owned by GlobalData Plc (LON: DATA) in 2022. TSL Research Group offers three distinct research services that can be tailored to suit client’s needs: Global Macro, China and Global Emerging Markets and Global Strategy. They apply their macro and thematic thinking to the specific needs of varied investment professionals across multi-asset, equities, fixed income, wealth management and specialist classes.

Deutsche Bank AG /UK/ (Deutsche Bank UK) is the Great Britain-based division of Deutsche Bank AG in Germany, which focuses on retail banking, proprietary management, and private wealth management for individual investors. Established in 1873, the firm is headquartered in London and offers commercial and corporate banking products and services. They promote and coordinate socially responsible activities on behalf of Deutsche Bank and their employees in Great Britain, supporting charities and community organizations within their key focus areas of education, social initiatives, and art.

Franklin Templeton Fund Management Ltd. (FTFML) is the fund management subsidiary of Franklin Templeton Global Investors Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. The firm was founded in 1985 and formerly known as Rensburg Fund Management Ltd. In 2011, they were acquired by Franklin Templeton and were renamed Franklin Templeton Fund Management Ltd. Headquartered in London, FTFML offers a range of equity and fixed-income funds that covers different market sectors, geographical areas and asset classes for institutional investors, and segregated account and sub-advisory services for those with specific requirements.

Roxbury Asset Management Ltd. (Roxbury) is an independent hedge fund manager headquartered in London, UK. The firm was founded in 2014 by Stephen Zinser and Sohail Malik. Roxbury provides investment advisory and portfolio management services to individuals and institutional clients.

Part of The Bank of Nova Scotia, Scotiabank Europe Plc is a British company that provides brokerage services. The company is based in London, UK. Peter Heidinger has been the CEO of the company since 2015.

Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals.

Kepler Cheuvreux SA is an independent broker/dealer headquartered in Paris, France. The firm was founded by Laurent Quirin in 1997. Kepler Cheuvreux provides execution services to institutional investors. It supports equities, fixed income, derivatives, ETFS, and convertible bonds across Europe, America and Asia.

Morgan Stanley Asia Ltd. (MSA) is a broker/dealer headquartered in Hong Kong. The firm was founded in 1987 and is a subsidiary of Morgan Stanley (NYSE: MS) in the US. MSA provides institutional securities such as equities, fixed income, derivatives and research.

Barclays Capital Securities Ltd. (BCS) is the brokerage subsidiary of Barclays Bank plc, which is owned by Barclays Plc (LON: BARC), an international financial services group in Great Britain. The firm was founded in 1985 and is headquartered in London with offices worldwide. BCS provides prime brokerage services which include equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics.

Citigroup Global Markets Ltd. (CGML) is an international broker-dealer firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Citigroup Global Markets Holdings Bahamas Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. CGML has a major presence in the international financial markets as a dealer, market-maker and underwriter in equity and fixed income securities and offers risk-based solutions to producers and investors in commodity markets. They also provide corporate finance services to a wide range of corporate, institutional and government clients. Their trading activities encompass cash, exchange traded and OTC derivative markets.

UBS AG (Private Banking UK) is the Great Britain-based private banking division of UBS AG (London Branch), ultimately held by UBS Group AG (NYSE: UBS, SWX: UBSG) in Switzerland. Headquartered in London, the firm was founded 1998 and provides a range of private banking services to high-net worth clients.

HSBC Bank Plc (Broker) (HSBC Bank-Broker) is the broker/dealer division of HSBC Bank Plc, which is owned by HSBC Holdings Plc (LON: HSBA; NYSE: HSBC) in Great Britain. Headquartered in London, HSBC Bank-Broker was founded in 1880 and offers bespoke brokerage services across every major asset class for their corporate and institutional clients.

Lyxor Asset Management LLC (Lyxor US) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 1999 as SG Cowen Asset Management, Inc. and changed their name to SG Asset Management Inc. in 2002. Effective September 2009, due to an internal reorganization within the Société Générale group, the firm changed their name to Lyxor Asset Management, Inc. In 2023, they changed their name to Lyxor Asset Management LLC when they were acquired by Wilshire Advisors LLC. Lyxor US provides investment advice to institutional clients typically through the Lyxor AM Funds, separately managed accounts.