Iain Paul Wallace

Close Asset Management Ltd. (Close AM) is the asset management subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group plc (LSE: CBG, ADR: CBGPY) in Great Britain. The firm was founded in 1982 and does business as Close Brothers Asset Management. Headquartered in London, Close AM provides a bespoke investment management service to private clients, trusts and corporates.

CCLA Investment Management Ltd. (CCLA) is an independent Great Britain-based specialist investment management firm headquartered in London. The firm was founded in 1987 and formerly known as Hackremco (No. 367) Ltd. and as Church, Charity and Local Authority Fund Managers Ltd. CCLA manages investments for charities, religious organizations and the public sector. They also offer segregated investment management for larger funds and do not offer services to private individuals.

WAY Fund Managers Ltd. (WFM) is an investment management firm headquartered in Wimborne, UK. The firm is a subsidiary of Apex Group Ltd., owned by Q Associates Ltd. They were founded in 2000 to provide a home for Funds where the Sponsor was WAY Investment Services Ltd., a sister firm to WFM, but also to promote similar services to third-party asset managers. WFM provides services to a wide range of collective investment schemes, which includes Investment Companies with Variable Capital and authorized unit trusts. These can be aimed at retail and/or institutional investors and can even be created for high net-worth individuals and their families (private funds).

Part of Apex Group Ltd., WAY Investment Research Ltd. is a British company that provides investment advice. The company is based in Wimborne, UK and was founded in 2009.

Professional Partners Administration Ltd. provides investment services. The company was founded on August 15, 2011 and is headquartered in the Wimborne, the United Kingdom.

Platform One Ltd. is a wrap platform provider for IFAs both in the UK and overseas. The private company is based in Wimborne, UK, and has subsidiaries in the United Kingdom. The British company's platform allows IFAs to manage their clients or license their technology to offer their own solution. The company was founded by Alexander Edward Cowan-Sanluis, who has been the CEO since incorporation.

Platform One Group Ltd. provides online investment platform services. The private company is based in Wimborne, UK. The British company was founded in 2014. Glen Robinson has been the CEO of the company since 2019.

Close Asset Management (UK) Ltd., doing business as Close Brothers Asset Management (CBAM), is an investment management firm headquartered in London, UK. The firm is a subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group Plc (LON: CBG). The firm was formerly known as Close Investments Ltd. in 1994 and changed into their current name when Close Brothers Investment, Close Investment, Close Finsbury Asset Management, and Reabourne Technology Investment Management were reorganized into a single legal entity in 2009. CBAM provides a wide variety of financial advisory and investment management services to UK and international intermediaries, private individuals, and institutions such as pension funds. They also manage discretionary portfolios as well as a diverse range of investment products.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Part of Fairfax Financial Holdings Ltd., RiverStone Managing Agency Ltd. is a British company that specializes in the management of legacy business and portfolios. The company is based in Brighton, UK. The CEOs of the company are Luke Robert Tanzer, Preben Prebensen. RiverStone Managing Agency was acquired by Advent Capital (Holdings) Ltd., a SUB of Fairfax Financial Holdings Ltd. from Fairfax Financial Holdings Ltd. on July 01, 2000 for $20.42 million.

Close Brothers Ltd. provides merchant banking services. It offers specialist financing, asset financing, treasury, and deposit taking. The company was founded on February 9, 1924 and is headquartered in London, the United Kingdom.

Wellington Underwriting Plc provides underwriting services for property, casualty and life insurance. Its products include accident and health, aviation, energy and power, liability, and marine insurance. The company is headquartered in London, UK.