Sally MacDonald

M&G Investment Management Ltd. (MAGIM) is the asset management subsidiary of MG FA Ltd., ultimately owned by M&G Plc (LON: MNG) in Great Britain. Formerly known as Prudential Investment Management Ltd., the firm was founded in 1968 and is headquartered in London. MAGIM provides investment management for a broad range of clients, with a product range that includes segregated mandates for institutions as well as retail mutual funds for individuals.

Martin Currie Investment Management Ltd. (MCIM) is the Great Britain-based investment management subsidiary of Martin Currie Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. The firm was founded in 1978 and is headquartered in Edinburgh. MCIM performs investment management, dealing, investment support, sales and marketing and platform functions for the Martin Currie group. The firm manages active-equity portfolios for a global client base of financial institutions, charities, foundations, endowments, pension funds, family offices, government agencies and investment funds.

Gartmore Investment Management Ltd. provides investment products and services. The company was founded in 1969 and is headquartered in London, the United Kingdom.

Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations.

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.

abrdn Alternative Investments Ltd. (AAI) is the wholly owned asset management subsidiary of Aberdeen Asset Investment Group Ltd. and their ultimate parent is abrdn Plc (LON: ABDN, ADR: SLFPF) in Great Britain. Formerly held by Lloyds Banking Group plc (LSE: LLOY), Aberdeen Asset Management plc entered into a strategic alliance with Lloyds Banking Group plc in 2013, acquiring AAI and their related private equity and infrastructure fund management businesses. Formerly known as Aberdeen Asset Investments Ltd., the firm was founded in 1964 and is headquartered in London. AAI provides investment solutions to private individuals, financial institutions, charities, investment trusts and corporate and local government pension funds in Great Britain and worldwide.

Aegon Asset Management UK PLC (Aegon AM UK) is the asset management subsidiary of Aegon Asset Management UK Holdings Ltd., ultimately owned by AEGON NV (AMS: AGN) in The Netherlands. The firm's roots date to 1831 when the Scottish Equitable Life Assurance Society was established. In 1994, Scottish Equitable sold a significant minority stake to Aegon NV, becoming a wholly-owned subsidiary in 1998. In 2001, the firm was re-branded as AEGON Asset Management and changed their name to Kames Capital in 2011. They became Aegon Asset Management UK PLC in 2020. Headquartered in Edinburgh, Aegon AM UK manages assets on behalf of clients internationally, which includes public funds, pension plans, financial institutions, endowments, foundations, wealth managers, family offices and individuals. The firm is a signatory to the United Nations Principles for Responsible Investment (UNPRI).

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.

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.

JPMorgan Asset Management (Japan) Ltd. (JPMorgan AM Japan) is the wholly-owned Japanese asset management subsidiary of JPMorgan Asset Management (Asia), Inc., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1990 and formerly known as JPMorgan Fleming Asset Management (Japan). Headquartered in Tokyo, JPMorgan AM Japan provides financial advisory and investment management services to individual investors, government entities and institutions including pension funds.

Part of Smith & Williamson Holdings Ltd., NCL Investments Ltd. is a British company that provides financial advisory and stock broking services. The private company is based in London, UK and was founded in 1985.

Smith & Williamson Holdings Ltd. provides financial advisory services for private individuals, corporations, and non-profit organizations. It offers personal financial planning, private client tax, personal insolvency, assurance and accounting, business tax, pensions and employee benefits, restructuring and recovery, transaction and valuation, and other related services. The company was founded in 1881 and is headquartered in London, the United Kingdom.

Tilney Group Ltd. provides wealth management services. It also provides investment services and solutions, mutual, opal, and commercial property funds through its asset, pension management, and managed portfolio services. The company was founded in1836 and is headquartered in London, the United Kingdom.

Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients.

JPMorgan Cazenove Holdings Ltd. provides corporate finance advice, fund managing services, and distributes securities. The company was founded on February 1, 2001 and is headquartered in London, the United Kingdom.

DefaqtoMedia Ltd. operates as an independent financial product and fund information and ratings agency. It specializes in comparing and analyzing financial products. The firm provides insight and consultancy to financial services sectors including IFAs, mortgage and general insurance brokers, web aggregators and the public sector. The company was founded on May 18, 1995 and is headquartered in Aylesbury, the United Kingdom.

NatWest Markets Plc engages in the provision of banking and financial services. It operates through the NatWest Markets and Central Items and Other segments. The NatWest Markets segment offers trading, risk management, and financing solutions. The Central Items and Other segment includes corporate functions and other activity of the firm. The company was founded on October 31, 1984 and is headquartered in London, the United Kingdom.

Part of Smith & Williamson Holdings Ltd., Smith & Williamson Services Ltd. is a British company that provides accounting, auditing, and tax preparation services. The private company is based in London, UK.

Part of UBS Group AG, SG Warburg & Co. Ltd. provides security brokerage services.

Part of Goldring Family Trust, Smith & Williamson Corporate Services Ltd. is an employment placement agency. The private company is based in London, UK and was founded in 1995.

Part of Goldring Family Trust, Smith & Williamson Financial Services Ltd. is a leading integrated wealth management and professional services group. The private company is based in London, UK and has been providing wealth, accountancy, and business advisory services since 1836. The British company also provides tax risk and governance services for businesses operating in an increasingly challenging tax environment. Founded in 1995, the company offers financial planning services for retirement, estate planning, investing for children, and other financial goals.

Part of Baillie Gifford & Co. Ltd., the British company provides fund management services. The private company is based in Edinburgh, UK and was founded in 1979.

Part of Smith & Williamson Holdings Ltd., 25 Moorgate Ltd. is a British company that provides real estate management services. The private company is based in London, UK.

Part of Aviva Plc, 44-49 Lowndes Square Management Co. Ltd. is a real estate agency. The private company is based in London, UK. Founded in 1984, the British company operates in the real estate industry.

Dai-Ichi Life Insurance Co., Ltd. provides life insurance and pension products services. It operates through the following segments: domestic life insurance, overseas insurance, and others segment. The company was founded on September 15, 1902 and is headquartered in Tokyo, Japan.

BlueOptima Ltd. provides objective metrics to track productivity, quality, and vulnerabilities of software development teams. BlueOptima is based in London, UK. The British company offers different pricing plans to suit organizations of different sizes and supports popular software development infrastructures. BlueOptima's developer analytics benchmarks revision data to help create efficient software engineering teams that ship high-quality code productively. The private company's performance analytics are powered by objective software development metrics that help manage resources and budgets effectively.

Index Fund Advisors Ltd. provides financial planning and investment advisory services. Its services include lifestyle, tax and structural, pension, retirement and index growth planning. The company was founded by Noel Farrelly and Les Phillips in 2004 and is headquartered in Sutton Coldfield, the United Kingdom.

Part of Smith & Williamson Holdings Ltd., Smith & Williamson TBS Holdings Ltd. is an investment holding British company. The private company is based in London, UK. It was founded in 2012.

Part of Platinum L.P. Guernsey Ltd., Evelyn Partners I M Ltd. is an investment holding British company. The private company is based in London, UK. Evelyn Partners I M was founded in 2011.

2-10 Mortimer Street Gp Ltd. is an investment holding British company founded in 2010. The joint venture company is based in London, UK. and has subsidiaries in United Kingdom. It functions as an investment holding company.

Part of 2-10 Mortimer Street Gp Ltd., Fitzroy Place Residential Ltd. is a British company that rents and leases properties. The private company is based in London, UK and was founded in 2012.

TT International Asset Management Ltd. (TT International) is the Great Britain-based asset management subsidiary of SMBC Asset Management Services (UK) Ltd., which is owned by Sumitomo Mitsui Financial Group, Inc. (TYO: 8316) in Japan. Headquartered in London, the firm was founded in 2019 and manages investment portfolios of equity long-only and long/short strategies for institutional investors.

Part of Alpha Real Capital LLP, Alpha Real Capital Iberica SL is a specialised real estate consultancy based in Madrid, Spain. The Spanish company offers asset management, development management, and debt raising solutions for real estate investors. The private company combine international best standards and local knowledge to provide a highly personalised service with a single point of client contact. The company was founded in 2011. Gordon Smith has been the CEO of the company since 2011.

Evelyn Partners Group Ltd. engages in the provision of wealth management and professional services. The company was founded on September 1, 2020 and is headquartered in the United Kingdom.

Part of Smith & Williamson Holdings Ltd., Evelyn Partners Investment Services Ltd. is a leading integrated wealth management and professional services group based in London, UK. Evelyn Partners' experts provide professional advice to help clients structure their finances tax-efficiently and use available tax allowances. The British company also offers transformation and optimization services to enhance profit, strategy, and performance. The private company specializes in wealth, accountancy, and business advisory services and has been in operation since 1836. The company was founded in 1970. The CEO is Christopher Kevin Woodhouse.