Thomas Edward Planterose

Oberon Investments Ltd. (GB Investment Management) (Oberon-IM) is the wealth management division of Oberon Investments Ltd., a corporate broking group headquartered in London, UK. Formerly known as M. D. Barnard & Co. Ltd., the firm was founded in 1988 and is owned by Oberon Investments Group Plc (AQSE: OBE). Oberon-IM offers bespoke client portfolios for private individuals and corporate clients.

Greenhouse Software, Inc. engages in the provision of recruiting software solutions. It offers inclusion, onboarding, CRM, events app, and product tiers. The company was founded by Daniel H. Chait and Jonathan K. Stross in 2012 and is headquartered in New York, NY.

R.C. Brown Investment Management Plc (RCBIM) is an independent, institutional and retail investment management company based in Bristol, UK. Formally established in 1990, the firm is the continuation of the DRG in-house pension investment management team, which started operating in 1980. RCBIM offers tailored services to charities, pension funds, OEICS, onshore trusts and substantial private client portfolios.

Sanlam Investments UK Ltd. (Sanlam UK) is the Great Britain-based specialist equity investment management subsidiary of Sanlam Investment Holdings UK Ltd., ultimately owned by Sanlam Ltd. (JSE: SLM) in South Africa. The firm was founded in 2006 by Derrick Dunne, Ted Williams, Chris Rodgers and Tom Carroll. Headquartered in London, Sanlam UK manages a number of pooled funds and segregated accounts for institutional and retail clients.

Hawksmoor Investment Management Ltd. (Hawksmoor) is an investment management firm headquartered in Exeter, UK. The firm was founded by John C. Crowley in 2008 and is a subsidiary of Hawksmoor Group Ltd. Hawksmoor provides discretionary management services for private investors which includes trusts, pension schemes and charities. They also manage multi-asset funds-of-funds and a series of risk-based model portfolios for financial advisers.

Sanlam UK Ltd. provides wealth planning and investment solutions. It offers investment planning, retirement, family protection, inheritance tax, mortgage, employee benefits advice, dynamic risk management, discretionary and advisory portfolio management, stockbroking services, and risk targeted model portfolios. The company was founded on April 24, 2008 and is headquartered in Bristol, the United Kingdom.

Tilney Asset Management Services Ltd. (Tilney AM) is the asset management subsidiary of Ashcourt Holdings Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Founded in 1993 as Ashcourt Rowan Asset Management Ltd., the firm was acquired by Towry Holdings and changed their name to Towry Asset Management in 2016. They became Tilney Asset Management Services Ltd. in 2017. Headquartered in London, Tilney AM offers a range of services such as financial planning, investment management and advice to private investors, charities and professional intermediaries.

Sanlam Private Wealth (Pty) Ltd. is a wealth management firm headquartered in Cape Town, South Africa. The firm was founded in 1999 and is a subsidiary of Sanlam Investment Management (Pty) Ltd., ultimately held by Sanlam Ltd. (JSE: SLM). Sanlam Private Wealth manages a comprehensive range of local and global equity-only or multi-asset portfolios for high net-worth clients, family offices, financial institutions, and not-for-profit organizations.

Sanlam UK is part of the Sanlam global financial services group & firmly establishes the group in the UK. Within Sanlam UK, they have leaders in investment expertise, financial planning, product innovation & customer service, as well as technical & training specialists. Sanlam in the UK has developed through holdings in several companies involved in financial services. Merchant Investors was purchased in 2003, now known as Sanlam Investments & Pensions, specialising in niche financial products. In 2008, Sanlam acquired a majority stake in the financial planning firm Buckles which has become Sanlam Private Wealth. Sanlam Fund Solutions was established in 2008, as a specialist firm of discretionary investment managers. As well as these core companies, Sanlam UK also has an interest in the wrap provider, the Nucleus Financial Group. Sanlam UK’s vision is to be a leader in wealth management. They lead with courage, serve with pride, care because they respect others & act with integrity & accountability. They are ambitious for customer.

Personal Finance Society is a professional body for the financial planning sector with close to 40,000 members. The private company is based in London, UK. Personal Finance Society offers professional standards, initiatives, and qualifications for all levels of knowledge and experience, from new entrants to seasoned professionals. The British company provides learning content hub, elibrary, CPD, and professional map. Personal Finance Society also offers news, media publications, and events such as Personal Finance Awards and regional events. Don MacIntyre has been the CEO of the company since 2022.

Blackett Walker Ltd. provides financial advisory services. It offers wealth preservation and tax planning portfolio review, retirement services and specialist advice for medical professionals. The firm specializes in pension consulting for employers, independent employee benefits advice, employee benefits audit, employee communications and trustee services. The company was founded by Richard Alastair Blackett and Kevin Walker in 1994 and is headquartered in Newcastle Upon Tyne, the United Kingdom.

Adent Cliniques Dentaires SA provides dental services. It offers general dentistry, whitening, dental hygiene, orthodontics, dentures, oral surgery, and dental emergencies. The company is headquartered in Ecublens, Switzerland.

Part of Sanlam Ltd., English Mutual Ltd. is a boutique asset manager that focuses on long term investment performance and bespoke services for clients. English Mutual, based in Avon, UK, is a specialist asset manager within the Sanlam Group. English Mutual was acquired by Sanlam UK Ltd. on August 09, 2012. The British company is backed by the financial strength and heritage of their parent company and have autonomous investment teams that are unconstrained by a "house view". The company manages over £5.4bn in an innovative range of equity, fixed income, and multi-asset strategies, offering a variety of funds to suit clients' financial objectives.

Atomos Investments Ltd. (Atomos) is an asset management and holding firm headquartered in London, UK. The firm was founded in 1986 and formerly known as Sanlam Private Investments (UK) Ltd. Atomos offers wealth planning advice and investment solutions to individuals, families and their advisers, businesses and charities.

Part of Allenby Capital Ltd., Sanlam Securities UK Ltd. is a specialist asset manager within the Sanlam group. Sanlam Securities UK Ltd. is based in London, UK. Sanlam Securities was acquired by Allenby Capital Ltd. from Sanlam Ltd. on March 10, 2016. The British company manages over £5.4bn in an innovative range of equity, fixed income, and multi-asset strategies. The company was founded in 1984. Jonathan Charles Polin has been the CEO of the company since 2015.

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.

Part of abrdn Plc, Ignis Asset Management Ltd. is a British company that provides investment advisory services. The company is based in Edinburgh, UK. Ignis Asset Management was acquired by Standard Life Investments (Holdings) Ltd. from PGH (Cayman) on July 01, 2014 for $643.71 million.

Sanlam Private Investments (UK) Holdings Ltd. is a specialist asset manager within the Sanlam Group, founded in 2008. The company is based in London, UK. The British company aims to provide CPI +4% returns by investing in listed securities that derive their value from underlying real assets, particularly infrastructure, specialist property, and renewable energy. The company manages over £5.4bn in an innovative range of equity, fixed income, and multi-asset strategies.

Part of Atomos Financial Planning Holdings Ltd., Sanlam Wealth Planning UK Ltd. provides financial and wealth management services. The company is based in Lewins Mead, UK.

Part of Tavistock Investments Plc, Sanlam Partnerships Ltd. is a British company that provides financial intermediation services. The company is based in Lewins Mead, UK. Sanlam Partnerships was founded in 2010.

Part of IFG Group Ltd., Nucleus Financial Services Ltd. is a British financial services company. The company is based in London, UK. Nucleus Financial Services provides information about their history, experience, latest press releases, and how to work with them on their website.

Part of Sanlam Ltd., Sanlam FOUR Investments Holdings UK Ltd. is an investment holding company. The company is based in London, UK. It was founded in 2014.

Part of IFG Group Ltd., Nucleus IFA Services Ltd. is a British company that provides financial intermediation services. The company is based in Edinburgh, UK and was founded in 2006.

Part of Sanlam Ltd., Sanlam Investment Holdings (UK) Ltd. is a British company that functions as an investment holding company. The company is based in Bristol, UK. The company was founded in 2011. Jonathan Charles Polin has been the CEO of the company since 2015.

GBIM Ltd. is an investment management firm headquartered in Salisbury, UK. The firm is a subsidiary of Hawksmoor Group Ltd., ultimately held by The Carlyle Group, Inc., in the US. They were founded by Bertie Gore Browne, Elizabeth Pollard, John MacMahon, and Simon James in 2004. Formerly known as Gore Browne Investment Ltd., GBIM provides investment services for private clients, family trusts, charities, pension funds, and professional advisers.

Part of Sanlam Ltd., Sanlam Private Wealth South Ltd. is a British company that provides fund management services. The company is based in London, UK. It was founded in 2018.

WH Ireland Ltd. (dba WHIreland) is a wealth management firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of WH Ireland Group Plc (LON: WHI). WHIreland provides discretionary and managed advisory services to individuals, corporates, trusts and funds.