Tom Carlton

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.

HSBC Global Asset Management (USA), Inc. (AMUS) is the US-based wholly-owned investment advisory and fund management subsidiary of HSBC USA, Inc., and is indirectly owned by HSBC Holdings Plc (LON: HSBA, NYSE: HBC) in Great Britain. The firm was founded in 1986 and is headquartered in New York City. AMUS provides discretionary and non-discretionary advisory services to clients in several major markets and is a multi-product provider of investment and fund management services. For institutions, the firm provides active and tailored portfolio management on a global, regional, asset-class and country specific basis. They also serve as investment adviser to US registered investment companies. AMUS is a signatory to the UN-supported Principles of responsible Investment (UNPRI).

abrdn Investments Ltd. (aIL) is an asset management firm headquartered in Midlothian, UK. The firm was founded in 1987 and formerly known as Aberdeen Asset Managers Ltd. They are a wholly-owned subsidiary of abrdn Holdings Ltd., wholly-owned by abrdn Plc (LON: ABDN). aIL provides their clients with discretionary and non-discretionary asset management and related services across a broad range of investment strategies and asset classes. They also offer an alternative platform which encompasses multi-manager research, selection and portfolio management for hedge funds strategies.

Janus Henderson Investors UK Ltd. (JHI UK) is the wholly-owned global asset management subsidiary of Janus Henderson UK (Holdings) Ltd., ultimately held by Janus Henderson Group Plc (LON: 0RPW; NYSE: JHG) in Great Britain. The firm was founded in 1934 and formerly known as Henderson Global Investors Ltd. Headquartered in London, JHI UK is a client-centric, sustainable and responsible investor which provides investment management services to individuals, private banks, third party distributors, insurance companies, pension funds, government bodies, investment trusts, charities and corporate entities.

Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis.

Premier Fund Managers Ltd. (PFM) is the wholly-owned fund management subsidiary of Premier Investment Group Ltd., ultimately held by Premier Miton Group Plc (LON: PMI) in Great Britain. The firm was founded in 1988 and is headquartered in Guildford. PFM manages a range of authorized UK and offshore funds and provides tailor made discretionary management services for private and corporate clients including professional advisers, retail investors, institutions and charities.

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.

Manulife Investment Management (Europe) Ltd. (Manulife Europe) is the Great Britain-based asset management subsidiary of Manufacturers Life Insurance Co., itself a subsidiary of Manulife Financial Corp. (TSE, NYSE: MFC) in Canada. The firm was founded as Trendhandy Trading Ltd. in 1993 and was acquired by Manulife and in 1996. Headquartered in London, Manulife Europe offers clients a variety of funds including international and European equity funds. Their local research capabilities and market presence give them perspective on UK and European markets.

Duke Street LLP (Duke Street) is a private equity firm founded in 1988 by Edmund Turell. The firm is headquartered in London, the United Kingdom.

The University of Liverpool operates as a university. It offers post graduate research, foundation courses, continuing and professional development, online study, and doctoral college. The company was founded in 1881 and is headquartered in Liverpool, the United Kingdom.

Foresight Group LLP (Foresight Group) is a private equity subsidiary of Foresight Group CI Ltd founded in 1984 by Bernard William Fairman. The firm is headquartered in London.

Barclays Bank Plc (Private Banking) (BPB-UK) is the private banking division of Barclays Bank Plc, itself a subsidiary of Barclays Plc (LSE: BARC, ADR: BCS) in Great Britain. Founded in 1971, Barclays-PB is headquartered in London and offers wealth management products and services to high-net worth individuals, families and charities.

Sarasin & Partners LLP (Sarasin) is a global investment manager headquartered in London, UK. The firm was founded in 1983 and formerly known as Sarasin Investment Management Ltd. They are a subsidiary of SIM Partnership (London) Ltd., ultimately held by JS International Holdings Ltd. in The Bahamas. Sarasin invests thematically and responsibly on behalf of charities, private clients, institutions and investment professionals.

Skerritt Consultants Ltd. (dba Skerritt) is a holding asset management firm headquartered in Hove, UK. The firm was founded in 1990 by Richard Skerritt. Skerritt provides financial planning and investment advice to a broad range of high-net worth individuals, directors, trustees, companies, and staff.

BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. The firm is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BIM-UK was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, including the iShares exchange traded funds business. The combined firm operates under the BlackRock name and has retained the iShares brand. BIM-UK manages a family of mutual funds and acts as sub-advisor to other mutual and pension funds. They also offer alternative investments and managed accounts for individual and institutional clients.

Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong.

The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand.

Albion Ventures LLP (Albion Ventures) is a venture capital firm founded in 1996. The firm is headquartered in London.

Beijing State-owned Capital Operation & Management Co., Ltd. engages in investment and investment management. The company was founded on December 30, 2008 and is headquartered in Beijing, China.

Beaubridge LLP (Beaubridge) is Private Equity firm founded in 2005 by Peter Jonathan Buckley. The firm is headquartered in London, UK.

AMP Capital Investors (UK) Ltd. (AMPCI) is an asset management firm headquartered in London, UK. The firm was founded in 2005 and is a subsidiary of AMP Capital Investors International Holdings Ltd., which is ultimately held by AMP Ltd. (ASX: AMP) in Australia. AMPCI provides investment advisory and management services to individual and institutional clients.

Mike Burton Travel Ltd. is a tour agency that was founded in 2019. The private company operates tour agencies and is based in Quedgeley, UK.

IW Capital Ltd. (IW Capital) is a private equity firm founded in 2010 by Luke Davis. The firm is headquartered in London, United Kingdom.

Part of Royal Bank of Canada, Brewin Dolphin Securities Ltd. is a financial services provider. The company is based in London, UK.

Innovate Finance Ltd. serves as a single access point to the FinTech ecosystem, and through partnership programmes. It provides financial services. The company is headquartered in London, the United Kingdom.

Portag3 Ventures (Portag3 Ventures) is a venture capital subsidiary of Sagard Private Equity founded in 2015 by Paul Guy Desmarais III and Adam Felesky. The firm is headquartered in Toronto, Canada.

Nutmeg Saving & Investment Ltd. (Investment Management) (Nutmeg-IM) is the investment management division of Nutmeg Saving & Investment Ltd., headquartered in London, UK. The firm was founded in 2011 as Hungry Finance Ltd. They are ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. Nutmeg-IM offers all UK investors high-quality wealth management and personalized financial advice services.

Multiply AI Ltd. operates as an online platform that provides investment advice. The company was founded by Michael Curtis and Vivek Dhiren Madlani and is headquartered in London, the United Kingdom.

Grenadier Estates Ltd. operates as property development, investment and asset management company. The company was founded in 2005 and is headquartered in Exeter, the United Kingdom.

Neat Ltd. engages in the development of online debit banking services. It offers invoice and employees pay solutions, expense cards, spending report and automated accounting. The company was founded by David Rosa and Igor Wos in 2015 and is headquartered in Hong Kong.

Threadneedle Software Ltd., also known as solidatus, is an innovative data management solution that helps organizations connect and visualize their data relationships. The company is based in London, UK and was founded in 2011 by Philip Miller and Philip Dutton, who have been the CEOs since then. The British company's powerful metadata management technology simplifies the identification, access, and understanding of data, enabling data-rich enterprises to meet regulatory requirements, drive digital transformation, and make informed data-driven decisions. Founded in 2017, solidatus is the preferred data management tool for regulators and regulated entities, with clients and investors including top-tier financial services brands, healthcare and retail organizations, and government institutions.

Low Carbon Oxygen Ltd. is an investment holding British company founded in 2015. The private company is based in Exeter, UK. and has subsidiaries in United Kingdom.

Oxygen House Group Ltd. provides investment services in improving educational. The private company is based in Exeter, UK and has subsidiaries in the UK and the United States. It was founded in 2012.

Sagard Private Equity (Sagard) is a private equity subsidiary of Sagard Holdings ULC founded in 2021. The firm is headquartered in Canada with offices in New York and Denver.

Part of Oxygen House Group Ltd., St Margaret's Residences (Exeter) Ltd. is a leading independent property agent and acquisition specialist based in Exeter, UK. St Margaret's Residences offers free, no-obligation valuations and is known for its expertise in the South West region. The British company was founded in 2013.

QantX Ltd (QantX Ventures) is a venture capital firm founded in 2020 by Richard Haycock and Sir Richard Olver. The firm is headquartered in Cambridgeshire, United Kingdom.