James Anthony Angus Samuels

PSource Capital Ltd. provided investment services. The company was headquartered in London, the United Kingdom.

Sanlam UK is part of the Sanlam global financial services group & firmly establishes the group in the UK. Within Sanlam UK, they have leaders in investment expertise, financial planning, product innovation & customer service, as well as technical & training specialists. Sanlam in the UK has developed through holdings in several companies involved in financial services. Merchant Investors was purchased in 2003, now known as Sanlam Investments & Pensions, specialising in niche financial products. In 2008, Sanlam acquired a majority stake in the financial planning firm Buckles which has become Sanlam Private Wealth. Sanlam Fund Solutions was established in 2008, as a specialist firm of discretionary investment managers. As well as these core companies, Sanlam UK also has an interest in the wrap provider, the Nucleus Financial Group. Sanlam UK’s vision is to be a leader in wealth management. They lead with courage, serve with pride, care because they respect others & act with integrity & accountability. They are ambitious for customer.

Nucleus Financial Group Plc is a holding company, which engages in the provision of wrap platform services. Its platform allows clients to invest directly, or via tax wrappers, into a range of asset types, including cash, unit trusts, open-ended investment companies, exchange-traded funds, investment trusts, and other securities. The company was founded by David Ferguson in 2005 and is headquartered in Salisbury, the United Kingdom.

River & Mercantile Group Plc is a holding company, which engages in the provision of investment advisory services. It operates through the following divisions: Fiduciary Management, Derivative Solutions, Equity Solutions, and Advisory. The Fiduciary Management division involves in the delegation of clients of a range of services including asset allocation, hedging, manager selection, and transition management services. The Derivative Solutions division comprises of liability-driven investments and structured equity products. The Equity Solutions division provides long-only equity funds and strategies to institutional clients and wholesale intermediaries. The Advisory division offers investment, actuarial, and transaction advice to United Kingdom defined benefit pension schemes, United Kingdom defined contribution schemes, and U.S. pension schemes and insurance firms. The company was founded on July 17, 2000, and is headquartered in London, the United Kingdom.

Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015.

Part of IFG Group Ltd., NFS (Nominees) Ltd. acts as a nominee/trust/depository. The company is based in London, UK.

Part of IFG Group Ltd., Nucleus Financial Services Ltd. is a British financial services company. The company is based in London, UK. Nucleus Financial Services provides information about their history, experience, latest press releases, and how to work with them on their website.

Part of IFG Group Ltd., Nucleus IFA Services Ltd. is a British company that provides financial intermediation services. The company is based in Edinburgh, UK and was founded in 2006.

Part of Punter Southall Group Ltd., PSigma Wealth Ltd. is an investment holding British company. The company is based in London, UK.

Nucleus IFA Co. Ltd. is an investment holding British company founded in 2006. The private company is based in Edinburgh, UK and functions as an investment holding company.

Part of Sanlam Ltd., Sanlam Investment Holdings (UK) Ltd. is a British company that functions as an investment holding company. The company is based in Bristol, UK. The company was founded in 2011. Jonathan Charles Polin has been the CEO of the company since 2015.

Craven Street Capital Ltd. provides investment services. It offers strategic advice, debt and equity fundraising, merger and acquisition advisory and IPO advisory services. The company was founded by Soondra Appavoo in 2006 and is headquartered in London, the United Kingdom.

Gryphon Group Holdings Ltd. was founded in 1821 and provides insurance and pension funding services. The private company is based in London, UK.

Punter Southall Defined Contribution Consulting Ltd. provides pension administration and investment consulting services. The company was founded in by and is headquartered in London, the United Kingdom.

Punter Southall Aspire Ltd. acts as an alternative investment manager. The company was founded on October 22, 2015 and is headquartered in London, the United Kingdom.

Quilter Financial Planning Ltd. operates as a holding company with interests in financial advisory services. It also offers retirement, estate and trust planning, risk protection services. The company was founded by Alexander Park Leitch, George Higginson, Wallace Dobbin and Richard Freeman in 2005 and is headquartered in Swindon, the United Kingdom.

Part of Quilter Plc, Intrinsic Cirilium Investment Co. Ltd. is a British company that provides investment and portfolio management services. The company is based in Swindon, UK. Intrinsic Cirilium Investment Co. was acquired by Quilter Plc on December 01, 2014.