Meera Hearnden

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.

Invesco Global Equity Income Trust Plc is an investment trust, which is intended as a long-term investment vehicle for investors. It manages UK Equity Share, Global Equity Income, Share and Managed Liquidity Share Portfolios which provides exposure to Invesco Perpetual's best UK and international investment ideas and a short-term cash portfolio. Invesco Perpetual Select Trust was founded on August 25, 2006 and is headquartered in London, the United Kingdom.

Hargreaves Lansdown Fund Managers Ltd. (HL Fund Managers) is the fund management subsidiary of Hargreaves Lansdown Plc (LON: HL, ADR: HRGLY) in Great Britain. Headquartered in Bristol, HL Fund Managers was founded in 1992 to offer a managed portfolio of investment trusts for private investors.

Grant Thornton UK LLP provides accounting and management consultancy services. Its services include tax, audit & assurance, financial planning, corporate finance, recovery, reorganization, forensic, and investigation services. The company is headquartered in London, the United Kingdom.

AXA UK Plc provides insurance and asset management services. It offers travel, pet, home, motor, life cover, property, casualty, and health care insurance, pension, and healthcare products. The company is headquartered in London, UK.

Part of Hargreaves Lansdown Plc, Hargreaves Lansdown Advisory Services Ltd. provides financial advisory services. The company is based in Bristol, UK and was founded in 1998.

FNZ (UK) Ltd. engages in the provision of wealth management services. Its core services are comprised of client, account, and portfolio management; investment management; trade execution, settlement, and custody, and transfer agency and distribution support for fund managers. The company was founded by Adrian John Durham in 2004 and is headquartered in London, the United Kingdom.

Independent Investment Analysis Ltd., also known as Whitechurch Securities, is a family-owned wealth management boutique that was established in 1982. The private company is based in Bristol, UK, and has subsidiaries in the United Kingdom. The British company offers a range of competitively priced discretionary management services, from low entry model portfolios to bespoke solutions for high net worth clients, with ethical investment options throughout. These services are available to financial advisers who maintain the client relationship while Whitechurch Securities provides investment expertise.

Clubfinance Ltd. provides financial products. It offers access to fund supermarkets, share dealing, and tax-efficient investments, such as VCTs, EIS, SEIS, and IHT portfolios. The company was founded by David James Scrivens on August 30, 2002 and is headquartered in Bristol, the United Kingdom.

FundsLibrary Ltd. develops digital platform for fund data, documents and regulatory reporting services. It offers income forecaster, solvency manager, document production, data API, portfolio manager, DataBank, and performance charting. The company was founded on June 6, 1988 and is headquartered in Bristol, the United Kingdom.

Wealth Club Ltd. provides investment services for high net worth individuals. The company is headquartered in Bristol, the United Kingdom.