David James Willcox

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.

Lord North Street Ltd. (LNS) is the investment management subsidiary of Sand Aire Ltd., which is owned by Schroders Plc (LON: SDR, OTCMKTS: SHNWF) in Great Britain. The firm was founded by William E. Drake and Adam J. Wethered in 2000. Headquartered in London, LNS provides investment management services to high-net worth families and charities in the UK and Continental Europe.

Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients.

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.

Foresight Group LLP (Investment Management) (Foresight-IM) is the investment management division of Foresight Group LLP, a private equity firm headquartered in London, UK. The firm was founded in 2001 and is a subsidiary of Foresight Group CI Ltd. Foresight-IM provides discretionary investment advisory services to their clients, which consist of private investment funds and institutional investors.

Brewin Dolphin Wealth Management Ltd. (dba RBC Brewin Dolphin) is the Ireland-based wealth management subsidiary of Royal Bank of Canada (NYSE; TSE: RY) in Canada. The firm is headquartered in Dublin and formerly known as Tilman Brewin Dolphin Wealth Ltd. RBC Brewin Dolphin provides personalized financial planning and investment management advice to individuals, financial advisers, business partnerships and charities.

Bordier & Cie (UK) Plc (Bordier UK) is the Great Britain-based, specialist investment management subsidiary of Bordier Holdings SA in Switzerland. Headquartered in London, the firm was founded by Jamie Berry in 1981 and formerly known as Berry Asset Management Plc. They changed their name to Bordier & Cie (UK) Plc in 2014. Bordier UK manages portfolios for private families, pension funds, trusts, charities, offshore bonds, livery companies, small institutions, welfare committees, and trustees.

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.

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.

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.

Part of Pk Group Ventures Ltd., PK Wealth Ltd. is a specialist wealth management service provider that uses a rigorous methodology. The company is based in Richmond, UK. PK Group Ltd., the British parent company, is a leading firm of Tax Advisers, Wealth Managers, Accountants and Financial Planners that offers a range of services to help businesses safeguard and grow. PK Wealth was founded in 2014 and the CEO is Patrick William Kennedy.