Tracy Zhao

The Association of Investment Cos. is based in London, UK. The British company represents and provides investor data on closed-ended funds, including investment trusts and venture capital trusts (VCTs). The non-profit company was founded in 1932. Richard William Stone has been the CEO of the company since 2021.

Huntswood CTC Ltd. provides management consulting and customer services solutions. Its services include business assurance, complaints, culture and people development, financial crime risk, recruitment and regulatory services. The company was founded by David Brownlow in 1996 and is headquartered in Reading, the United Kingdom.

Dart Capital Ltd. is a wealth management firm headquartered in London, UK. The firm was founded by James Baxter in 1987 as James Baxter Capital Management Ltd. They were renamed Dart Capital Ltd. in 2008 following a management buyout by Richard Whitehead and Matthew Wille. In 2023, the firm was acquired by Evelyn Partners Group Ltd., which is ultimately owned by Platinum L.P. Guernsey Ltd. Dart Capital provides discretionary investment management services to a range of private individual clients, and their trusts and pension funds.

Equity Trustees Fund Services Ltd. (Equity Trustees) is a Fund of Funds manager headquartered in London, UK. The firm was founded in 2003 and is a subsidiary of EQT Treasury Capital Ltd., which is owned by EQT Holdings Ltd. (ASX: EQT). Equity Trustees offers a comprehensive range of UCITS and AIFMD fund services to International and domestic Investment Managers, Distributors and Financial Services professionals that looks to establish and operate funds in both the UK & Europe.

Part of abrdn Plc, The Share Centre (Administration Services) Ltd. provides business support services. The company is based in Aylesbury, UK.