Iain Mackenzie

Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions.

Anchor Capital Advisors LLC (Anchor Capital) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. It was founded in 1983 by William Rice. The firm is owned by employees and by the Lincoln Peak Capital, a private investment firm. Anchor Capital offers investment advisory services to pension and profit-sharing accounts (corporate, joint trusteed and professional corporations), charitable accounts including religious, non-profit foundations and educational institutions, corporations (taxable), banks/thrift institutions, individuals, high net-worth individuals, trusts and estates, and registered investment companies.

Birch Hill Investment Advisors LLC (Birch Hill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2007 by Miner Crary, Gary Mikula, Robert O'Neil and Thomas Reilly. Birch Hill provides investment advisory services to individuals, trusts, IRA’s and other employee benefit plans, endowment and foundations accounts.

Odey Asset Management LLP (OAM) is the Great Britain-based, alternative investment management subsidiary of Odey Asset Management Group Ltd., itself a subsidiary of Odey Holdings AG in Switzerland. The firm was founded by Crispin Odey in 1991 as Odey Partners LLP. Headquartered in London, OAM provides investment advice to hedge funds, funds of hedge funds, retail and institutional mutual funds and their affiliated collective investment schemes. They also offer investment advice through its managed accounts to banks and thrift institutions, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and high net-worth individuals.

Canopius AG engages in investment in companies that specialize in the insurance and reinsurance business. It focuses on marine, energy, and engineering, as well as property, specialty, and special risk. The company was founded in December 2003 and is headquartered in Zurich, Switzerland.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Theta Enhanced Asset Management Ltd. (dba TEAM Asset Management) is a Great Britain-based investment management firm headquartered in St. Helier, Jersey. The firm was founded in 2002 and was acquired by TEAM Plc (LON: TEAM) in 2021. TEAM Asset Management provides discretionary investment management for a global client base that includes private and ultra-high net worth individuals, family offices, corporate and personal trusts.

Guaranteed Investment Products 1 PCC Ltd. asset-backed/mortgage-backed/structured finance company. Its investment objective is to achieve the investment return applicable to shares issued in respect of each protected cell launched. The company was founded on January 26, 2005 and is headquartered in St. Peter Port, Guernsey.

Part of Alternative Risk Management Ltd., United Kingdom Mutual Steamship Assurance Assoc (BM) Ltd. is a Bermudian company that provides insurance services. The company is based in Hamilton, Bermuda.

Thomas Miller Investment (Isle of Man) Ltd. (TMI) is a Great Britain-based investment management firm headquartered in Douglas, Isle of Man. The firm is a subsidiary of Thomas Miller Investment Ltd., ultimately held by Thomas Miller Holdings Ltd. in Bermuda. TMI provides both onshore and offshore solutions for institutional clients.

Odey Wealth Management (C.I.) Ltd. (OWMCI) is a Great Britain-based investment management firm headquartered in St. Peter Port, Guernsey. They are a subsidiary of Odey Asset Management LLP, ultimately held by Odey Holdings AG in Switzerland. OWMCI was founded by Crispin Odey in 2008 to manage bespoke portfolios for offshore private and institutional clients.

Guernsey Financial Services Commission is a regulatory body for the finance sector in the Bailiwick of Guernsey. The private company is based in Channel Islands, UK, and has subsidiaries in United Kingdom. The British company supervises and regulates licensees from different finance sectors across Guernsey. The law creates a public register of non-regulated financial services businesses, and application for registration must be made to the Commission, with the register available online. The CEO of the company is William Mason.

Asset Risk Consultants Ltd. provides investment advice and consultancy services. It offers investment consulting, manager research and performance reporting to private clients, charities, family offices, professional trustees and their trusted advisers. The company was founded by Graham Harrison in 1995 and is headquartered in St. Peter Port, the United Kingdom.

Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations.

Ravenscroft (CI) Ltd. provides management consultancy services other than financial management. The company was founded by Jonathan Richard Ravenscroft and Andrew Marshall Stewart on March 8, 2005 and is headquartered in St. Peter Port, the United Kingdom.

Bluefield European Solar Fund Ltd. is a closed-ended collective investment company. The firm has an objective to invest in a portfolio of solar PV asset located in Eurozone countries excluding Greece with primary focus on Italy and Spain. It has a primary focus on operational commercial assets and portfolios in the field of agricultural, industrial and commercial sites and can invests in ground based and rooftop sites. The company was founded on June 11, 2015 and is headquartered in Saint Peter Port, Guernsey.

Dynamic Intertrade Pty Ltd. cultivates, manufactures, import and distribution of herbs, spices, seasonings and confectionary products. Its services include contract milling, contract blending, contract packing, contract steam steam sterilization, product development, product sourcing and food services blends and smaller pack sizes. The company is headquartered in Cape Town, South Africa.

Part of Apax Partners LLP, Apax Digital II GP LP, Inc. functions as an open-end investment fund. The company is based in St. Peter Port, UK.

ADF2 Co-Invest Feeder LP is a private equity fund. The private company is based in St. Peter Port, UK.

Vertas (Derbyshire) Ltd. is a British facilities management company that was founded in 2017. The company is based in Ipswich, UK. The company provides facilities management services and is ultimately controlled by the Suffolk County Council.