Brian Christopher McPhee Bassett

APG Asset Management NV (APG) is a pension fund management firm headquartered in Heerlen, Netherlands. The firm is a subsidiary of APG Group NV, itself a subsidiary of Stichting Pensioenfonds ABP in The Netherlands. Formerly known as APG Investments, the firm changed their name to APG Asset Management in 2009. APG provides collective pension schemes for participants in the education, government, construction, cleaning and glass cleaning, housing associations, energy and utility companies, sheltered employment, medical specialists and practices of architects.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Goldman Sachs Advisors BV (GSBV) is the wholly owned, Netherlands-based investment management subsidiary of Goldman Sachs Asset Management International Holdings BV, ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) (Goldman Sachs) in the US. Founded in 1994 as ING Investment Management Advisors BV, the firm became NNIP Advisors BV in 2015 following the IPO of NN Group. They changed their name to Goldman Sachs Advisors BV in 2023 after the acquisition of Goldman Sachs to NN Group in 2022. Headquartered in The Hague, GSBV manages a range of assets for institutional and individual clients.

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.

SW Funding plc provides life insurance, pension plans, financial services and associated marketing services. Its Scottish Widows Investment Partnership segment manages client funds. The company was founded in 1815 and is located in Edinburgh, the United Kingdom.

Shell Asset Management Company BV (SAMCo) is the asset management subsidiary of Royal Dutch Shell Plc (LSE: RDSA, RDSB; ADR: RDS.A, RDS.B) in The Netherlands. Formerly known as Shell Pensioenfonds Beheer B.V., the firm is headquartered in The Hague and exclusively provides investment advice and asset management services to pension funds associated with the Shell group.

Par-Four Investment Management LLC (Par-Four) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Woodcliff Lake, New Jersey. The firm was founded by Robert B. Burke in 2003 as Par IV Capital Management LLC. Par-Four provides investment advisory services on a discretionary basis to clients, which are institutional investors and private investment funds intended for institutional investors and other sophisticated investors.

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.

Scottish Widows Unit Trust Managers Ltd. (SWUTM) is an investment management firm headquartered in Edinburgh, UK. Formerly known as TSB Unit Trusts Ltd., the firm was founded in 1982 and is a subsidiary of Scottish Widows Ltd., which is ultimately owned by Lloyds Banking Group Plc (LON: LLOY). SWUTM offers investment management solutions to various types of investors.

Lombard Odier (Hong Kong) Ltd. (Lombard Odier HK) is the Hong Kong-based investment management subsidiary of Banque Lombard Odier & Cie SA, which is owned by Compagnie Lombard Odier SCmA, a private bank headquartered in Switzerland. Founded in 1987, Lombard Odier HK provides wealth management services for private and institutional clients in Asia, with a clear focus on discretionary portfolio management (DPM).

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.

PIMCO Europe Ltd. (PIMCO-Europe) is the Great Britain-based subsidiary of PIMCO Global Advisors LLC, ultimately held by Allianz SE (FR: ALV; ADR: AZSEY) in Germany. Established in 1997, PIMCO-Europe is headquartered in London with additional branches in Europe and global offices in Asia, Australia, and the Americas. The firm provides fixed-income investment management services to clients in Great Britain, Europe and the Middle East. In addition to corporate pension funds, their clientele includes foundations, endowments, public retirement plans, central banks and corporate treasury departments. They also serve retail and high-net worth individuals. PIMCO Europe manages discretionary accounts, institutional funds and mutual funds. The firm is involved in the institutional wholesale business, and sub-advises portfolios for third-party fund-of-fund managers.

HBOS Investment Fund Managers Ltd. provides investment management services. The company is headquartered in Halifax, the United Kingdom.

Oxfam GB operates charitable organizations. The organization focuses on areas such as education, health care, gender and race, sustainable livelihood and protection from violence and disasters. The company receives funds from donors and the sale of second-hand items at its Oxfam shops. Oxfam GB was founded in 1942 and is headquartered in Oxford, UK

Barings (UK) Ltd. (Barings UK) is an investment management firm headquartered in London, UK. The firm was founded in 2000 and is a subsidiary of Barings Guernsey Ltd., ultimately owned by Massachusetts Mutual Life Insurance Co. in the US. Barings UK provides asset management and capital solutions to various clients.

Lumin Wealth Ltd. provides financial consultancy services. The company was founded on 4 June, 1997 and is headquartered in St. Albans, the United Kingdom.

Part of VZ Holding AG, Chamberlain Stean & West Ltd. is a wealth management company based in Hertfordshire, UK. The British company provides support and service to former CSW clients under the same model, which is now underpinned by additional resources and backing from VZ. Chamberlain Stean & West was acquired by Lumin Wealth Management Ltd., part of VZ Holding AG from May 18, 2021 on March 31, 2021.

Lumin Group Ltd. was founded in 2018 and is based in St. Albans, UK. The British company offers expert pension reports and support to family solicitors and their clients to ensure a fair outcome for divorcing couples. Lumin Pension Services Limited is part of the Lumin Group, which has a multi-million pound turnover and offers the highest levels of expertise and service in a number of fields relating to financial services. The Lumin team has many years of experience working with different types of pension schemes, allowing them to analyze existing schemes, spot any quirks, and suggest pension-sharing solutions that are fair to both parties and in line with the divorcing couple's objectives.

ReAssure FSH UK Ltd. provides life insurance services. It manages pensions, savings, and protection policies for European policyholders through subsidiary companies. The company was founded on July 25, 2011 and is headquartered in Telford, the United Kingdom.

Stonehaven was launched in 2006, and quickly became known for offering innovative Lifetime Mortgages and excellent customer service. Their range of Lifetime Mortgages allow us to tailor their service standards around client. This is something that’s important to them, and their experienced team members are on hand to offer expertise and guidance throughout the process.

Fullerton Fund Management Co. Ltd. (Fullerton) is the wholly-owned fund management subsidiary of the Government of Singapore's Temasek Holdings Pte Ltd. Fullerton was founded in 2003 and is an Asia-based investment specialist offering relative and absolute returns products and solutions for institutions such as government agencies, pension plans, insurance companies, endowments and sovereign wealth, as well as for private wealth and the retail segment. Headquartered in Singapore, the firm also has associated offices in Shanghai, London, Tokyo and Brunei.

Kohlberg Kravis Roberts & Co. Ltd. operates as a global investment firm. It specializes in investment management across multiple asset classes, including private equity, energy, infrastructure, real estate, credit strategies and hedge funds. The company was founded by Henry Kravis and George Roberts in 1976 and is headquartered in London, the United Kingdom.

Lumin Wealth Management Ltd. provides financial planning and investment management for individuals, corporates, trusts and charities. The firm specializes in financial planning, wealth management and investment management. The company was founded by Martin Peter Cotter and John Robert Cusins on September 06, 2010 and is headquartered in St. Albans, the United Kingdom.

Part of Power Financial Corp., MGM Advantage Holdings Ltd. functions as an investment holding British company. The company is based in London, UK.

Lombard Odier Asset Management (Europe) Ltd. (Lombard Odier Europe) is the Great Britain-based asset management subsidiary of LO Holding SA, itself a subsidiary of Compagnie Lombard Odier SCmA in Switzerland. The firm is headquartered in London and was founded in 2009. Lombard Odier Europe provides asset management services to institutional and wholesale clients.

MGM Advantage Services Ltd. offers annuities and equity release products and insurance services for customers. The company is headquartered in London, the United Kingdom.

Part of Oxfam GB, Oxfam Activities Ltd. engages in the recovery of sorted materials. The company is based in Oxford, UK and was founded in 1964.

Founded in 1973, Scottish Widows Administration Services Ltd. is a subsidiary of Lloyds Banking Group Plc. The company is based in London, UK. Scottish Widows Administration Services offers a range of life, pension, and investment products under the Scottish Widows brand. The British company's Group Pension Zone provides eServices for Advisors and Employers, and is integrated with Clerical Medical. Additionally, annual returns for Clerical Medical Investment Group companies can be reviewed through the company's website.