Sally-Ann Gallier

Rathbones Asset Management Ltd. (RAM) is the wholly-owned fund management subsidiary of Rathbones Group Plc (LON: RAT) in Great Britain. Originally founded as Laurence Keen Unit Trust Management Ltd. in 1989, the firm was acquired by the Rathbone Group in 1995 and was renamed Rathbone Unit Trust Management Ltd. in 1999. They became Rathbones Asset Management Ltd. in 2023. Headquartered in London, RAM manages the Rathbone family of equity and fixed-income funds for retail investors and segregated institutional accounts.

Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. Formerly known as Rensburg Sheppards, the firm has roots dating back to 1827. In 2023, Rathbones Group Plc (LON: RAT) acquired the firm from Investec Plc (LON: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis.

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.

The Personal Investment Management & Financial Advice Association provides advice to the investment community.

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.

Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations.

R.M. Walkden & Co. Ltd. operates as a wealth management company. The company was incorporated on February 26, 1976 and is headquartered in London, the United Kingdom.

Brown, Shipley & Co. Ltd. (Brown Shipley) is the Great Britain-based private banking subsidiary of Quintet Private Bank (Europe) SA, itself a subsidiary of Precision Capital SA in Luxembourg. The firm was founded by William Brown in 1810. Headquartered in London, Brown Shipley manages a range of collective investments known as SVS Brown Shipley Funds for private, institutional and corporate clients.

The Great North Air Ambulance Service is a charity organization that provides air ambulance services in the North East, North Yorkshire, and Cumbria regions of the UK. The non-profit company is based in Darlington, UK. The British company's main focus is on delivering care on the scene, and they have been saving lives and easing suffering across the region with the help of donations. The company also offers a collection of stationery items, including pens, pencils, sharpeners, and bookmarks, which can be purchased online to support their cause. The organization was founded in 1991, and its CEO is Grahame Pickering.

Pearl Group Plc provides insurance services. It offers life and non-life insurance to individuals and other groups. The company is located in London, UK.

Financial Services Compensation Scheme Ltd. is a compensation fund that protects customers of authorized financial services firms in the UK. The company is based in London, UK. The British company provides a list of financial firms that have failed, wound up, or liquidated, and offers a toolkit for funeral plan providers to understand how FSCS protects customers of FCA-authorized plan providers. FSCS also offers resources to help customers cope with the cost of living crisis, including mental health and debt support. Caroline Rainbird has been the CEO of the company since 2019.

OM Residual UK Ltd. is a holding company which engages in the international investment, savings, insurance, and banking businesses. It focuses on emerging markets such as life insurance, property and casualty, asset management, and banking. The company was founded in 1845 and is headquartered in London, the United Kingdom.

Phoenix Group Plc is a technology company based in the Middle East that specializes in blockchain technology and bitcoin mining. Phoenix Group has a diversified portfolio of tech ventures and is poised to shape the future of blockchain technology and the mining landscape. The British company also offers security services, including residential security and close protection specialists for individuals and organizations. Founded in 2017, the private company is committed to innovation, operational excellence, and sustainable practices.

Part of Rathbones Group Plc, Arcticstar Ltd. is a British company founded in 1999 that offers investment consultancy services to clients. The company is based in London, UK. Arcticstar provides personalized investment portfolio construction to match the objectives of each client. The company also hosts quarterly investment insights webinars where clients can interact with the co-chief investment officer, head of equities, and head of client development to hear their views on key questions facing investors. Additionally, Arcticstar offers a founder series platform to explore innovation, personal achievements, future focus, wealth, and social responsibility directly with the founders.

Speirs & Jeffrey Ltd. (Broker) (S&J) is the stockbroking division of Speirs & Jeffrey Ltd. in Great Britain. Established in 1906, the firm is located in Glasgow, Scotland, and provides brokerage services to private individuals, trusts, charities and pension funds on an advisory and discretionary basis. S&J specializes in private client portfolio asset management to clients who are mainly based in Scotland and England. In addition, they advise and manage investments within tax-advantageous structures such as PEPs, ISAs and retirement funds such as SIPPs and SASSs.

The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom.

Rowan Dartington & Co. Ltd. (Rowan Dartington) is an investment management firm headquartered in Gloucestershire, UK. The firm was founded in 1990 as Oval (823) Ltd. They are a subsidiary of Rowan Dartington Holdings Ltd., ultimately owned by St. James's Place Plc (LON: STJ). Rowan Dartington provides personalised investment management to IFAs, private clients, companies, charities and trusts. The firm offers a broad range of portfolio management services, specializing in advisory and discretionary investment management.

Whitefoord LLP is an independent wealth management firm headquartered in London, UK. The firm was founded by Vince Whitefoord in 2000 as Whitefoord Ltd. It provides investment and advisory services to private clients.

LGT Wealth Management UK LLP (LGT WM UK) is the wealth management subsidiary of LGT UK Holdings Ltd., which is owned by LGT Group Foundation (LGT) in Liechtenstein. Previously known as Vestra Wealth LLP and as LGT Vestra LLP, the firm was founded in 2007 by Matthew Evans, Andrew Sims, David Scott and Ben Snee. In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in the firm, primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT WM UK. Headquartered in London, LGT WM UK provides wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (EEA).

Real Life Options is a British company that has been supporting individuals with learning disabilities and autism since 1992. Real Life Options is based in Knottingley, UK and has subsidiaries in the United Kingdom. The non-profit company was established to provide these individuals with more choices and greater independence. David Sargent has been the CEO of the company since 2017.

Stonehage Fleming Investment Management Ltd. (Stonehage Fleming) is the wealth management subsidiary of Stonehage Fleming (UK) Ltd., ultimately held by Spes Bona Ltd. in British Virgin Islands. The firm was founded in 2000 as FF&P Asset Management Ltd. and changed their name to Stonehage Fleming Investment Management Ltd. in 2015 when Stonehage and Fleming Family & Partners merged. Headquartered in London, Stonehage Fleming provides investment advice to high-net worth individuals, family groups, charities and institutions.

Stewardship Services (UKET) Ltd. operates as a charity that promotes generous and tax-effective giving. Its services include payroll bureau, accounts examination, consultancy helpline, mortgages, charity formation, and deposit account. The company was founded in 1906 and is headquartered in London, the United Kingdom.

Cornelian Asset Managers Ltd. (Cornelian) is a Scottish specialist investment firm headquartered in Edinburgh. Founded in 1992, the firm was formerly known as Noble Asset Managers Ltd. and changed their name to Cornelian Asset Managers in 2005. They are a subsidiary of Cornelian Asset Managers Group Ltd., ultimately held by Brooks MacDonald Group plc (LON: BRK). Cornelian creates and actively manages high quality, diversified, multi-asset portfolios and risk-managed funds to clients ranging from individuals and their families to large pension funds and charities.

Punter Southall Wealth Ltd. (PSW) is a wealth management firm headquartered in London, UK. The firm was founded in 2002 and formerly known as FILMDISK LTD and as PSigma Investment Management Ltd. They were renamed as Punter Southall Wealth Ltd. in 2019. They are owned by Canaccord Genuity Wealth Group Holdings (Jersey) Ltd., a subsidiary of Canaccord Genuity Group, Inc. (TSE: CF) in Canada. PSW provides financial advisory and investment management services to a range of private and institutional clients which includes family trusts, pension schemes and charities.

Prudential Regulation Authority Ltd. is a regulatory body that supervises and regulates banks, building societies, credit unions, and insurers. The company is based in London, UK and ultimately controlled by the Government of United Kingdom. The British company was founded by Andrew David Pomfret.

Investec 1 Ltd. operates as a bank holding company. The company was founded on January 10, 1912 and is headquartered in London, the United Kingdom.

Beazley Ireland Holdings Plc, operates as a holding company, which through its subsidiaries engages in specialist insurance and reinsurance business. It operates through various segments that include life, accident and health, marine, political risks and contingency, property, reinsurance, and specialty lines. The company was founded by Andrew Frederick Beazley and Nicholas Hill Furlonge in 1986 and is headquartered in Dublin, Ireland.

Interactive Investor Ltd. engages in the provision of investment products and services. It offers shares, investment trusts, bonds & gilts, exchange traded products, foreign exchange and spread betting products. The company was founded by Lyndon James Gaborit and Tomás William Carruthers on May 2, 2003 and is headquartered in Manchester, the United Kingdom.

Interactive Investor Trading Ltd. provides online investment advices. It offers independent tools and information to enable its registered users to solve all of their financial needs. The firm provides a wide range of products and services which includes shares, Investment trusts, bonds and gifts, VCTs and forex. The company was founded in 1995 and is headquartered in London, the United Kingdom.

Square Mile Investment Consulting & Research Ltd. engages in investment research business. It offers research, consulting, managed portfolio, and sub-advisory services. The company was founded by Richard Romer-Lee, Nigel Whittingham, David Pickles, Mark James, and Jason Broomer and is headquartered in London, the United Kingdom.

The Institute of Chartered Accountants in England & Wales ensures that its members, students, and affiliates maintain the highest standards of professional competency and conduct to protect the public interest. The non-profit company is based in London, UK, and has subsidiaries in the United Kingdom. With over 150,000 members, the institute provides technical information, helplines, and communities to its members.