John Lo

FIL Investment Advisors (UK) Ltd. (FIA UK) is a Great Britain-based fund management firm headquartered in Tadworth, Surrey. Founded in 1984, the firm is a wholly-owned subsidiary of FIL Holdings (UK) Limited, which in turn is a wholly-owned subsidiary of FIL Ltd. in Bermuda. FIA UK provides a range of global investment products and services to institutional accounts, mutual funds and other pooled investment vehicles.

FIL Investments (Japan) Ltd. (FIJ) is the wholly-owned investment management subsidiary of FIL Japan Holdings KK, ultimately held by FIL Ltd., a Bermuda company that serves as the holding company for the FIL group of companies. Headquartered in Tokyo, FIJ was founded in 1986 and provides discretionary investment advisory services to Japanese and international institutional accounts, mutual funds and other pooled investment vehicles.

FIL Investment Advisors (FIA) is a SEC-registered investment advisor headquartered in Pembroke, Bermuda. The firm was founded in 1983 and is a subsidiary of FIL Financial Services Holdings Ltd., which is owned by FIL Ltd. FIA provides investment advisory and sub-advisory services to investment companies, pension and profit-sharing plans, and other investment advisors.

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.

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.

Marathon Asset Management Ltd. (dba Marathon-London) is an independent investment management firm headquartered in London, UK. The firm was founded by Neil M. Ostrer in 2019. Marathon-London provides discretionary investment management services to corporate pension and profit-sharing plans, charitable institutions, foundations, educational institutions, endowments, state and government entities such as sovereign funds, registered mutual funds, pooled investment vehicles such as non-US funds which includes undertakings for collective investment in transferable securities, alternative investment funds plus other institutional investors and corporations.

First Global Stockbroking Pvt Ltd. (FGS) is the brokerage subsidiary of First Global. Headquartered in New Mumbai, the firm was founded by Devina Mehra and Shankar Sharma and provides investment analysis to their clients.

CDC Group Plc, a fund of funds, invests in private equity funds which focuses on Africa and Asian countries. It also provides direct investments in developing countries.

BII Group Ltd. (BII Group) is a private equity/venture capital, a subsidiary of Government of United Kingdom was founded by James Murray Grant in 1948. The firm is headquartered in London with offices in Bengaluru, Mumbai, Nairobi, Pakistan, Sandton, and Bangladesh.

Barclays Investment Solutions Ltd. (BISL) is the investment management subsidiary of Barclays Bank Plc (Private Banking), the private banking division of Barclays Bank Plc (LON: BARC, ADR: BCS) in Great Britain. The firm was founded in 1992. They were previously known as Gerrard Investment Management Ltd. until 2017. BISL is headquartered in London and has offices throughout Great Britain where they manage investments for high-net worth individuals, charities, trusts, private clients and pension funds.

Temasek Capital Pte Ltd (Temasek Capital) is a Private Equity/Venture Capital firm, a subsidiary of Temasek Holdings Pte Ltd (Investment Management) founded in 1974. The firm is headquartered in Singapore with additional office in London.

BlackRock (Singapore) Ltd. (BSL) is the investment management subsidiary of BlackRock (Singapore) Holdco Pte Ltd., ultiamately held by BlackRock, Inc. (NYSE: BLK) in the US. Headquartered in Singapore, BSL manages assets for institutional clients, pooled investment vehicles and US-registered investment companies.

Deutsche Securities Korea Co. is the South Korean broker/dealer subsidiary of Deutsche Holdings (Malta) Ltd., which is owned by Deutsche Bank AG (ETR: DBK) in Germany. Headquartered in Seoul, the firm was founded in 2000 and provides brokerage services to corporate and institutional clients.

Samsung Securities Co., Ltd. (Broker) is the brokerage division of Samsung Securities Co., Ltd. (KRX: 016360) in Korea. Headquartered in Seoul, the firm was founded in 1982 and offers stock brokerage services to retail clients.

Winslow Capital Management LLC (Winslow) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Clark Winslow in 1992. They are a wholly-owned subsidiary of Nuveen WCM Holdings LLC, which is ultimately owned by TIAA Board of Governors. Winslow provides investment advisory and sub-advisory services to pension and profit-sharing plans (ERISA and non-ERISA), corporations, trusts, charitable organizations, foundations, endowments, registered mutual funds, collective investment trusts, foreign funds such as UCITS, and individuals and high net-worth individuals through several wrap/managed account programs.

Goldman Sachs Investment Management (Singapore) Ltd. (GSIM Singapore) is the Singapore-based asset management subsidiary of Goldman Sachs Advisors BV, ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS), a multinational investment bank and financial services company headquartered in the US. The firm was founded in 1996 and formerly known as NN Investment Partners (Singapore) Ltd. GSIM Singapore provides investment management solutions to a diverse set of institutional and individual clients. They also manage Luxembourg-domiciled funds.

Nuveen Securities LLC, formerly known as the John Nuveen & Co., Inc., is the brokerage subsidiary of Nuveen Investments, Inc., ultimately held by TIAA Board of Overseers in the US. Headquartered in Chicago, the firm engages in the asset management and related research, as well as the development, marketing, and distribution of investment products and services for the institutional market segments. Investment products and services include closed-end exchange-traded funds, mutual funds and individually managed accounts.

Financial Administration Services Ltd. provides investment portfolio management services for private individuals. It offers mutual fund, stock brokerage, financial consulting and investment advisory services. The company was founded on April 19, 1982 and is headquartered in Tonbridge, the United Kingdom.

J O Hambro Capital Management Holdings Ltd. provides financial services. The company was founded on June 13, 2011 and is headquartered in London, the United Kingdom.

JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals.

BNP Paribas Asset Management UK Ltd. (BNPP AM UK) is an asset management firm headquartered in London, UK. The firm was founded in 1990 and is a wholly owned subsidiary of BNP Paribas Asset Management Holding SA, itself a subsidiary of BNP Paribas SA (EPA: BNP, ADR: BNPQY) in France. BNPP AM UK provides customized investment management services to institutional clients, wholesale clients and collective investment schemes.

Perpetual Investment Management Ltd. (PIML) is the investment management subsidiary of Perpetual Ltd. (ASX: PPT) in Australia. Headquartered in Sydney, PIML provides a broad range of investment strategies and products to Australian and international institutions, not-for-profit organizations, small businesses, financial advisers, high net-worth individuals and families.

Horizon Asset International (HK) Ltd. (Horizon Asset-HK) is the Hong Kong-based alternative asset management subsidiary of Horizon Asset Ltd. in Great Britain. Established as Mega Edge Ltd. by Sherif Hassan Nadar in 2007, the firm changed their name to Horizon Asset International (HK) Ltd. in 2008. In addition to Hong Kong, the firm has offices in London and Tokyo and manages assets on behalf of a range of institutional investors. Horizon Asset-HK is regulated by the Futures Commission of Hong Kong.

Averest Capital Ltd. provides investment advice. The private company is based in Hong Kong, Hong Kong and has subsidiaries in the Cayman Islands. The Chinese company was founded by Wing Hong Cheung and Wing Hong Cheung has been the CEO since incorporation.

Barclays Bank UK PLC engages in the provision of banking services. The firm offers personal banking, credit cards, transactional lending, mortgages and secured lending, investment products and services and business banking solutions. The company was founded on August 19, 2015 and is headquartered in London, the United Kingdom.