Simon Mathisen

Oberon Investments Ltd. (GB Investment Management) (Oberon-IM) is the wealth management division of Oberon Investments Ltd., a corporate broking group headquartered in London, UK. Formerly known as M. D. Barnard & Co. Ltd., the firm was founded in 1988 and is owned by Oberon Investments Group Plc (AQSE: OBE). Oberon-IM offers bespoke client portfolios for private individuals and corporate clients.

Jupiter Asset Management Ltd. (JAM) is an investment management firm headquartered in London, UK. The firm was founded in 1985 and is a subsidiary of Jupiter Investment Management Group Ltd., ultimately owned by Jupiter Fund Management plc (LON: JUP). They were previously a subsidiary of Commerzbank AG until 2007 when their senior management acquired the firm through a management buyout. The firm offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. JAM is a signatory on a number of key initiatives such as the UN Principles for Responsible Investment.

NYSE Euronext operates financial markets and provides trading solutions. It offers an array of products and services in cash equities, futures, options, swaps, exchange-traded products, bonds, clearing operations, market data, commercial technology solutions and carbon trading, all designed to meet the evolving needs of investors, issuers, financial institutions and market participants. The company was founded by Jean-François Théodore in 2007 and is headquartered in New York, NY.

Part of Marsh & McLennan Cos., Inc., Moola Systems Ltd. is a British company that provides financial intermediation services. The company is based in London, UK. The company was founded by Gemma Claire Godfrey.

Part of The Independent Order of Foresters, Forester Holdings (Europe) Ltd. is a British company that engages in activities of head offices. The company is based in Bromley, UK.

Part of Saga Plc, Saga Personal Finance Ltd. is a British company that provides personal financial services. The company is based in London, UK. The company was founded in 1995. Jerry Toher has been the CEO of the company since 2022.

Independent Wealth Planners UK Ltd. engages in the provision of operational and support services. It offers compliance, business support, information technology and operations, investment research, recruitment, training and development, and marketing. The company was founded on November 20, 2018 and is headquartered in London, the United Kingdom.

G.H. Financials Ltd. engages in security and commodity contracts dealing activities. Its services include: futures & options clearing, order routing, risk management, exchange membership, emir reporting, business startup and pricing. The company was founded in 1993 and is headquartered in London, the United Kingdom.

Futures Industry Association operates an international swaps and derivatives association. The non-profit company is based in Washington and has subsidiaries in the United States. Walt Lukken has been the CEO of the American company since 2012.

Part of G.H. Financials Ltd., G.H. Financials LLC is a company that specializes in clearing, settlement, and order routing services for the world's top derivative markets. Based in Chicago, IL, G.H. Financials was founded in 1993 by Gedon Hertshten and is currently led by CEO Shi Ning Sharon. The company provides tailored services to give clients a competitive edge.

Part of London Stock Exchange Group plc, London Stock Exchange is a stock exchange. The company is based in London, UK.

Conviction Investment Partners Ltd (CIP) is a venture capital firm founded in 2017 by Jeremy Peter Middleton and Andrew Barry Jenkins. The firm is headquartered in London, United Kingdom.

MD One Ventures Ltd (MD One Ventures) is a venture capital firm founded in 2021 by Will McManners. The firm is headquartered in London, United Kingdom.

Brooks Macdonald Asset Management Ltd. (BMAM) is the specialist investment subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. The firm was founded by Jonathan Gumpel and Richard Spencer in 1997 as Brooks Macdonald Gayer Asset Management Ltd. and changed their name to Brooks Macdonald Asset Management Ltd. in 2002. BMAM is headquartered in London with offices throughout Great Britain. They offer a range of investment management services and advice to individuals, pension funds, institutions, charities and trusts in the UK and internationally.

Moola Ltd. provides management consultancy services. The company was founded by Gemma Godfrey and Andrew Jordan and is headquartered in London, the United Kingdom.

WH Ireland Ltd. (dba WHIreland) is a wealth management firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of WH Ireland Group Plc (LON: WHI). WHIreland provides discretionary and managed advisory services to individuals, corporates, trusts and funds.

MC Peat & Co. LLP is a brokerage firm that provides brokerage services. The private company is based in London, UK. The British company was founded in 2011. Charlie William Peat has been the CEO of the company since 2011.

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.

M.D. Barnard & Co. Ltd. provides wealth management services. It offers discretionary fund management, execution only and VCTs and special situation services. The company is headquartered in Basildon, 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.