Doug McCance

Tilney Investment Management Ltd. provides investment advisory services. The firm caters to private investors interested in managing their wealth on behalf of their families, businesses, and for personal or philanthropic ventures. It provides access to investment products, including some developed for institutional clients, such as cash, equities, bonds, mutual funds, structured products and derivatives, foreign exchange and commodities, hedge funds, private equity, and real estate. The company was founded in 1836 and is headquartered in London, the United Kingdom.

Baring Asset Management Ltd. (Barings UK) is the Great Britain-based subsidiary of Barings Europe Ltd., ultimately held by Massachusetts Mutual Life Insurance Co. in the US. Barings traces its origins to 1762 when it was founded in London as a firm of merchants and merchant bankers. They were an asset management pioneer in the UK and set up an Investment Department in 1955. In 1989, all of Barings' asset management activities were consolidated within Baring Asset Management. Headquartered in London, the firm manages assets on behalf of pension funds, pooled vehicles, governments, charities and high-net worth individuals. Barings UK offers a wide range of equity and fixed-income mutual funds in both domestic and international markets. They are a socially responsible investor which takes environmental and socially responsible investment issues into account and seek guidance from clients.

The Ansbacher Banking Group provides investment banking and other financial services. The company is headquartered in London, UK.

Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain.

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.

Hurley Partners Ltd. provides financial advisory and investment management services. The company was founded in 2013 by Anthony Hurley, Frank Paul Cody, Paul Harwood, and Jerry Rixon and is headquartered in London, 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.

Thomas Miller Investment Ltd. (TMI) is an investment management firm headquartered in London, UK. The firm was founded in 1987 and is a subsidiary of Thomas Miller Investment Holdings Ltd., which is owned by Thomas Miller Holdings Ltd. in Bermuda. TMI provides investment management services for institutions and the advisers who serve them.

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).

Vanguard Asset Management Ltd. (VAML) is an investment management firm headquartered in London, UK. The firm is a subsidiary of Vanguard Asset Services, Ltd., a subsidiary of The Vanguard Group, Inc. in the US, which introduced the first indexed mutual fund in the US in 1976. Founded in 2010, VAML is the Group's regional investment hub and offers a range of funds, including index funds, funds-of-index funds and exchange-traded funds to independent financial advisers, wealth managers, family offices and institutions.

S&T Asset Management LLP (dba S&T Wealth Management) is an independent wealth management firm headquartered in Manchester, UK. The firm was founded by Christopher Saunders in 2009. S&T Wealth Management offers a personalized wealth management services to individuals, trusts, charities & corporate clients as well as advice on investments held in SIPP/SSAS vehicles.

Blevins Franks Financial Management Ltd. provides financial management services. The CEO of the British company is John Robert Simmonds.

Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015.

Part of Thomas Miller Holdings Ltd., Thomas Miller Investment Holdings Ltd. is an investment holding Bermudian company. The company is based in Hamilton, Bermuda and was founded in 2009.

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.

Fortune Asset Management Co. LLC provides investment advice services. The private company is based in Lantana, TX.

Part of Throgmorton Group Ltd., Throgmorton Capital Management Ltd. is a British company that provides investment advice. The company is based in Manchester, UK and was founded in 2018.

Luna Investment Management Ltd. is an investment management specialist founded in 2019. The private company is based in Manchester, UK. The British company provides tailored investment solutions to help plan for the future of individuals and families. The company's services include personalized investment planning and management.

Moody's Investors Service Ltd. is the Great Britain-based investment research subsidiary of Moody's Corp. (NYSE: MCO) in the US. The firm was founded in 1985 under the name Rapidcredit Ltd. Headquartered in London, Moody's Investors Service provides credit ratings, research, and risk analysis. Credit ratings and research help investors analyze the credit risks associated with fixed-income securities. Such independent credit ratings and research also contribute to efficiencies in fixed-income markets and other obligations, such as insurance policies and derivative transactions, by providing credible and independent assessments of credit risk.

DigitalBridge Operating Co. LLC engages in the provision of real estate investment services. The company is headquartered in Los Angeles, CA.

Mi-Helper, Inc. provides biotechnology services. The company is based in Baltimore, MD. The CEO of the company is Steven E. Schaefer.