David James Murray Richardson

The Association of Investment Cos. is based in London, UK. The British company represents and provides investor data on closed-ended funds, including investment trusts and venture capital trusts (VCTs). The non-profit company was founded in 1932. Richard William Stone has been the CEO of the company since 2021.

Numis Securities Ltd. is an institutional brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of Numis Corp. Plc in (LON: NUM). Numis Securities serves as a corporate broker to several clients across all their sectors, ranging from FTSE 100 to FTSE small-cap companies and AIM-listed companies.

Shore Capital Ltd. (SCL) is an investment management firm headquartered in London, UK. The firm was founded by Howard Shore in 1985 and is owned by Shore Capital Group Ltd. (LON: SGR) in Great Britain. SCL manages specialist funds, with a particular focus on alternative asset classes. They cater to primarily small-cap firms and private clients.

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.

Baring Fund Managers Ltd. operates as an investment management firm. The firm provides its services to asset manager clients, UK platforms, financial advisers, life insurance companies, government bodies, corporations, pension funds, charitable institutions, institutional, retail and private clients. The company is headquartered in London, the United Kingdom.

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.

Shaftesbury Young People provides social services for young people. The non-profit company is based in London, UK. The British company was founded in 1866 by Lord Shaftesbury.

KW Investment Management Ltd. is the Great Britain-based wealth management subsidiary of Kingswood Holdings Ltd. (LON: KWG), which is owned by Kingswood Property Finance LP. The firm was founded in 2009 and formerly known as European Wealth Management Ltd. Headquartered in London, KW Investment Management provides investment advisory and management services to private individuals and some UK universities and charities.

LGT Wealth Management Ltd. is an investment management firm headquartered in London, UK. The firm was founded in 2007 and formerly known as Abrdn Capital Ltd. In 2023, they became a subsidiary of LGT UK Holdings Ltd., which is ultimately owned by LGT Group Foundation in Liechtenstein. LGT Wealth Management provides discretionary investment management services for private clients, charities and pension schemes.

Millen Capital Partners LLP (Millen Capital) is a wealth management firm headquartered in Liverpool, UK. The firm was founded by Angus Millen in 1998 and was acquired by Evelyn Partners Group Ltd. in 2023. They are ultimately owned by Platinum L.P. Guernsey Ltd. in Great Britain. Millen Capital offers asset management services to wealthy clients.

Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients.

Omnis Investments Ltd. is a British private asset management company that focuses on active, high-conviction investing. The company is based in Swindon, UK, and has subsidiaries in the United Kingdom. The company draws on the collective power of experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. With more than £10 billion of assets under management, Omnis Investments Limited is one of the largest asset managers in the world. The company has appointed some of the best investment managers to manage clients' wealth, and each of the Omnis funds is run by a fund management company that has specialist experience in each market. Robert Mark Jeffree has been the CEO of the company since 2020.

Merrill Lynch International (Investment Management) (MLI-IM) is the investment management division of Merrill Lynch International, 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). MLI-IM provides a range of investment management services to individual and retail clients.

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.

Legal & General Assurance Society Ltd. provides legal and general life insurance services. The company was founded in 1836 and is headquartered in London, the United Kingdom.

Part of Allianz SE, Fairmead Insurance Ltd. is a British company that provides insurance services. The company is based in London, UK. The company was founded in 1946. The CEO is Bernie Hickman.

Hydro Industries Ltd. is a private company based in London, UK. The British company specializes in delivering solutions for industrial wastewater, recovering valuable materials from domestic waste and re-purposing them as energy or fertilizer, and cleaning contaminated water to improve the health of some of the world's most deprived communities. The CEO of the company is Wayne Preece.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Investec Bank Plc provides investment banking services. It also offers foreign exchange services, structured products and investment funds, property finance, mortgages and lending, and investment management services. The company was founded on December 20, 1950 and is headquartered in London, the United Kingdom.

Legal & General Investment Management (Holdings) Ltd. provides asset management services. The firm offer solutions include defined benefit, liability driven investment, defined contribution, and DC investment proposition. The company was founded on October 11, 2001 and is headquartered in London, the United Kingdom.

Founded in 1929, Roehampton Club Ltd. is a part of Roehampton Club Members Ltd. The company is based in London, UK. Roehampton Club provides its members with various facilities to enhance their wellbeing, including an 18-hole golf course, 30 tennis courts, squash, croquet, swimming pools, and a gym.

Rensburg Sheppards Ltd. provides investment management services. Its services include pension funds, charities and venture capital trusts. The company was founded in May 2005 and is headquartered in Leeds, the United Kingdom.

Ashdell Schools Trust Ltd. provides primary school education for girls. The firm offers pre-preparatory school and after-school care services. The company was founded in 1947 and is headquartered in Sheffield, the United Kingdom.