Anthony McDonald

Morningstar Investment Management Europe Ltd. (MIME) is the Great Britain-based asset management subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, MIME was founded in 2006 and provides discretionary investment management and advisory services to individual and institutional clients.

Scandi Co. 3 A/S operates as a financial insurance holding company that invests directly and indirectly in domestic and foreign companies. It owns and manages general insurance companies that offer insurance products to personal and commercial customers. The company was founded in 1916 and is headquartered in Frederiksberg, Denmark.

Trygg-Hansa Liv provides non-life insurance for private persons and companies. It offers a range of commercial customer insurance products, including coverage for multiple peril, casualty, workers' compensation and property and marine. It offers a variety of professional liability products for privately and publicly owned companies, financial institutions, professional firms and healthcare organizations. Founded in 1828, the company is headquartered in Stockholm, Sweden

The Association of British Insurers provides insurance services. The non-profit company is based in London, UK. The CEO of the British company is Hannah Gurga.

Aegon (UK) Group provides life, accident, health, and general insurance services. It specializes in distribution of pension, investment, and protection products for corporate and personal markets. The company was founded in 1999 and is headquartered in Edinburgh, the United Kingdom.

Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals.

Part of Direct Line Insurance Group Plc, U K Insurance Ltd. is a British company that provides general insurance services. The company is based in Leeds, UK and was founded in 1974.

Part of Aegon NV, Aegon Investment Solutions Ltd. is a British company that provides business support services. The company is based in Edinburgh, UK. Founded in 2011.

Cofunds Ltd. provides investment advisory services. It makes easy for people to buy investments through financial advisers and other institutions, such as stockbrokers and banks. The firm provides impartial service, long term stability and financial strength. The company was founded in January 2001 and is headquartered in London, the United Kingdom.

Panmure Gordon (UK) Ltd. (PGL) is the stockbroking subsidiary of Panmure Gordon & Co. Ltd. in Great Britain. Headquartered in London, the firm was founded in 2003 and provides corporate finance advice, distributes and trades securities and produces investment research to UK small and mid-cap corporates and investment companies. PGL has access to capital markets via a range of equity and equity-linked products such as IPOs, accelerated book buildings, placings, rights issues, and bought deals. The firm's institutional equities department provides UK-focused research, sales and trading services to institutional investors in the UK, US and Europe.

EPIC Private Equity Ltd. (EPIC Private Equity) is a private equity subsidiary of EPIC Investment Partners LLP founded in 2001 by Giles Robert Brand and Hiren Patel. The firm is headquartered in London, United Kingdom.

Part of EPIC Investment Partners LLP, EPIC Markets (UK) LLP is an independent investment, advisory, and administration firm based in London, UK. EPIC Markets (UK has 200 employees across four business lines, including capital, administration, markets, and advisory. The British company was founded in 2000 by Andrew Main, Andrew John Seaman, Trevor Zygmunt Sliwerski, and Mark Francis Johns, with Andrew John Seaman serving as CEO since then. EPIC Markets (UK was acquired by Anath Capital Group Ltd. on October 09, 2019.

Velox Capital Partners LLP is a British company that aims to deliver positive and consistent returns across economic cycles. The private company is based in London, UK. The company's approach is driven by a foundation of integrity, responsibility, people, and innovation. Adam Michael Davies has been the CEO of the company since 2018.

First Abu Dhabi Bank PJSC (Investment Management) (First Abu Dhabi IM) is the asset management division of First Abu Dhabi Bank PJSC (ADX: FAB) in the United Arab Emirates. The firm is headquartered in Abu Dhabi. First Abu Dhabi IM provides asset management services and manages numerous regional funds, offshore funds and portfolios for a range of institutional investors and high-net worth individuals. In 2010, the firm launched the region's first ETF, which provides investors with exposure to a number of blue-chip companies across the UAE.

HSBC Global Asset Management (UK) Ltd. (HSBC GAM-UK) is the wholly owned asset management subsidiary of HSBC Global Asset Management Ltd., ultimately part of HSBC Holdings plc (LON: HSBA, ADR: HSBC) in Great Britain. Headquartered in London, HSBC GAM-UK was founded in 1985 and acts as a discretionary investment manager that offers a wide range of investment solutions across equity, fixed income, liquidity and multi-asset strategies. Their clients include the Group’s retail and private banking customers, financial intermediaries and distributors and institutions.

Analyst Investments Ltd. provides discretionary investment management services to private and institutional clients. The company was founded in 2000 and is headquartered in London, the United Kingdom.

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.

Cognis Capital LLP is an independent, alternative asset management firm headquartered in London, UK. Formerly known as Cognis Capital Partners LLP, the firm was founded by Myra Tabor as a partnership in 2003 through a spin-off from the SIG-Special Investments Group of The Royal Bank of Scotland plc (LSE: RBS), with the support of JP Morgan Partners. Cognis Capital offers a range of alternative investment strategies for European and US institutional clients.

The Smith + Pinching Group Ltd. engages in the provision of financial and insurance services. It offers services relating to individual financial planning, corporate financial planning, mortgage broking, commercial insurance, and home insurance. The company was founded by Barry Pinching and Gerry Smith in 1973 and is headquartered in Norwich, the United Kingdom.

Charteris Treasury Portfolio Managers Ltd. (CTPM) is the wealth management subsidiary of Charteris Holdings Ltd. in Great Britain. The firm is headquartered in London and has additional offices in Exeter and Edinburgh. Founded in 1984, CTPM offers fully discretionary wealth management services to private clients and manage a distinctive range of funds available to private and institutional investors.

Avellemy Ltd. is the Great Britain-based specialist asset management subsidiary of CPL Bidco Ltd., ultimately held by OCM Luxembourg EPF III Tie Holdings Sarl in Luxembourg. Headquartered in Berkshire, the firm was founded in 2012 and provides investment solutions to UK-based private wealth, business, and charity clients. Avellemy works closely with financial advisers to create and deliver investment solutions to help their clients achieve their financial goals.

Morningstar Europe Ltd. is the Great Britain-based investment research subsidiary of Morningstar Holland BV, ultimately owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, the firm was founded in 2000 and provides investment research services to European retail and institutional investors. Morningstar Europe takes a rigorous bottom-up approach by evaluating the fundamental factors that drive the investments they cover. Their global coverage uses the same consistent research framework in every region where Morningstar analysts are evaluating investments.

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.

Thorntons Investment Management Ltd. offers financial planning and investment management advice to clients in the United Kingdom. The private company is based in Dundee, UK, and has subsidiaries in the United Kingdom. The British company's services include discretionary investment management for financial advisers and their clients, with a range of risk-targeted model portfolios and IHT model portfolio services. The company was founded in 1995, and Stephen James Nicholson Webster has been the CEO of the company since 2012.

MWA Financial Ltd. is a financial advisory firm committed to excellence in financial advisory services. The private company is based in Hertford, UK, and has subsidiaries in the United Kingdom. The British company's vision is to excel through strategic acquisitions and the recruitment of top-tier professionals, shaping the future of financial advice where talent meets innovation and excellence is their constant pursuit. MWA Financial was founded in 2016 by Dean Campbell Banks, who has been the CEO since then. The company's strategic approach to talent acquisition and dedication to nurturing the next generation of advisors sets them apart as a leader in the financial advisory landscape.

Part of MWA Financial Ltd., Sterling Financial Consultants Ltd. is a British financial planning company that offers a range of services for individuals and corporations. The company is based in Canary Wharf, Docklands, London, UK. The company's experienced advisers and administrators provide cost-effective solutions for financial planning. Sterling Financial Consultants was acquired by MWA Financial Ltd. on September 07, 2023.

Royal London Asset Management Ltd. (RLAM) is a fund management firm headquartered in London, UK. The firm was founded in 1988 and is a wholly owned subsidiary of Royal London Asset Management Holdings Ltd., itself a subsidiary of Royal London Group. RLAM offers a range of pooled investment products and provides investment management services for both the Royal London Group and a wide range of external institutions. Clients include listed companies, local authorities, universities, charities, wealth managers, financial advisers and multi-managers.

Beckett Asset Management Ltd. (BAM) is a discretionary investment manager headquartered in Bury St. Edmunds, UK. Founded in 1993, BAM provides risk adjusted returns for investors through actively managed multi asset portfolios.