James Jamieson

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

Schroder Investment Management Ltd. (SIM) is the wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately held by Great Britain-based Schroders Plc (LSE: SDR, ADR: SHNWY). Established in 1985, SIM is headquartered in London and caters to a range of clients such as corporations, insurance firms, local and public authorities, charities, pension funds, high net-worth individuals and retail investors.

First Sentier Investors (UK) IM Ltd. (FSIIM) is the wholly-owned, Great Britain-based specialist asset management subsidiary of S.I. Holdings Ltd., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Headquartered in Edinburgh, the firm was founded in 1970 and formerly known as First State Investment Management (UK) Ltd. FSIIM provides discretionary investment management and portfolio management services to a range of institutional clients and funds.

Travelex UK Ltd., provides remittances and online international payments. It offers foreign currency services, cash passport prepaid currency card, international payments, value added tax refunds, travel insurance, same day office delivery in London, buy back guarantee, phone cards, western union, travelers check, and Supercard. The company was founded by Lloyd Dorfman in 1976 and is headquartered in London, the United Kingdom.

Deutsche Bank AG /UK/ (Deutsche Bank UK) is the Great Britain-based division of Deutsche Bank AG in Germany, which focuses on retail banking, proprietary management, and private wealth management for individual investors. Established in 1873, the firm is headquartered in London and offers commercial and corporate banking products and services. They promote and coordinate socially responsible activities on behalf of Deutsche Bank and their employees in Great Britain, supporting charities and community organizations within their key focus areas of education, social initiatives, and art.

Aviva Investors Global Services Ltd. (AIGSL) is the wholly-owned asset management subsidiary of Aviva Investors Holdings Ltd., ultimately held by Aviva plc (LSE: AV, ADR: AV) in Great Britain. Previously known as Morley Fund Management Ltd., the firm was founded in 1973, merged with Norwich Union Investment Management Ltd. in 2000 and underwent restructuring in 2008. Headquartered in London, AIGSL provides investment management services and related advisory to various subsidiaries of the Aviva Group and external clients such as retail funds, pension funds, and other institutional investors.

Universities Superannuation Scheme Ltd. (USS) is a pension scheme headquartered in Liverpool, UK. The firm was founded in 1974 to administer both defined (DB) and other benefits and defined contributions (DC) pensions. USS provides retirement benefits to various members across 330 institutions in the higher education sector.

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.

UBP-Gestion Institutionnelle SA (UBP-GI) is the Geneva-based asset management arm of the Swiss bank Union Bancaire Privée (UBP). Through a series of acquisitions initiated by Chairman Edgar de Picciotto, UBP can trace their history back to 1956. The present-day UBP was established in 1990 following the merger with Compagnie de Banque et d'Investissements and TDB-American Express Bank. UBP-GI was created in 1997 and caters to both private and institutional clients worldwide. They offer a range of investment funds, including traditional, multi-manager and structured products.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Hargreaves Lansdown Asset Management Ltd. (HLAM) is an asset management firm headquartered in Bristol, UK. The firm was founded in 1985 and is a wholly-owned subsidiary of Hargreaves Lansdown plc (LSE: HL; ADR: HRGLY), a financial services provider in Great Britain. HLAM offers unit trust and equity broking, investment fund management, and life and pensions consultancy to private investors.

Part of Hargreaves Lansdown Plc, Hargreaves Lansdown Stockbrokers Ltd. is a British company that provides investment and saving services. The company is based in Bristol, UK, and was founded in 1981 by Peter Kendal Hargreaves. The company's award-winning investment service includes SIPP and fund & share account, which could save time, tax, and money. Hargreaves Lansdown also offers retirement options such as self-invested personal pensions (SIPPs), annuities, and income drawdown. Pension drawdown is also available, which is a flexible way to access a pension.

USS Investment Management Ltd. (USS-IM) is the wholly owned investment management subsidiary of Universities Superannuation Scheme Ltd. (USS), the final salary scheme for higher education employers in Great Britain. USS-IM is the principal investment manager and advisor to the scheme. Headquartered in Liverpool, the firm was founded in 1997.

Part of Royal Bank of Canada, Royal Bank of Canada Holdings UK Ltd. provides investment services. The company is based in London, UK.

JPMorgan Asset Management UK (Private Equity) (JPMorgan Asset Management) is a private equity subsidiary of JPMorgan Asset Management (UK) Ltd. founded in 1974. The firm is headquartered in London, United Kingdom.

Part of Evercore, Inc., Evercore Partners International LLP is a British company that provides financial advisory services. The company is based in London, UK. The company was founded in 2010. The CEO is Andrew Syears Sibbald.

Part of CITIC Securities Co., Ltd., CLSA (UK) is a brokerage company based in London, UK. CLSA (UK provides brokerage services. The British company was founded in 1986. Richard P. Ziegler has been the CEO of the company since 2009.

Union Bancaire Privée, UBP SA (UK) (UBP London) is the Great Britain-based wealth management division of Union Bancaire Privée, UBP SA in Switzerland. The firm was founded in 1969 and is a subsidiary of CBI Holding SA, which is owned by H de P SA (Holding de Picciotto). Headquartered in London, UBP London offers their global money management and alternative investment expertise to private and institutional clients worldwide via execution, advisory or discretionary accounts. The firm manages UBP European equities, global emerging markets, and Russian and Turkish funds which are all Luxembourg SICAVs. London is also home to some of UBP’s alternative research activities.

HSBC Bank Plc (Broker) (HSBC Bank-Broker) is the broker/dealer division of HSBC Bank Plc, which is owned by HSBC Holdings Plc (LON: HSBA; NYSE: HSBC) in Great Britain. Headquartered in London, HSBC Bank-Broker was founded in 1880 and offers bespoke brokerage services across every major asset class for their corporate and institutional clients.

Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions.

VWR International LLC engages in the supply and distribution of laboratory equipment. It offers products in the areas of research and development, production, life science, healthcare, safety and industrial, controlled environment, furniture, chromatography, food and beverage analysis, and office supplies. The company was founded in 1852 and is headquartered in Radnor, PA.

FundsLibrary Ltd. develops digital platform for fund data, documents and regulatory reporting services. It offers income forecaster, solvency manager, document production, data API, portfolio manager, DataBank, and performance charting. The company was founded on June 6, 1988 and is headquartered in Bristol, the United Kingdom.

Part of Hargreaves Lansdown Plc, Hargreaves Lansdown Savings Ltd. is a British financial services company founded in 2013. The company is based in Bristol, UK. Hargreaves Lansdown Savings offers investment and savings services, including ISAs, SIPP, and Fund & Share Account. The company provides a free guide to help individuals maximize their income from their pension fund and offers Junior ISAs for tax-free investing for children. Hargreaves Lansdown Savings also provides Important Investment Notes with general and product-specific information about investing with the company.

Part of Hargreaves Lansdown Plc, Hargreaves Lansdown Advisory Services Ltd. provides financial advisory services. The company is based in Bristol, UK and was founded in 1998.

The Association of Corporate Treasurers operates as an international professional body that specializes in the profession of corporate treasury. The firm offers education, training and grow network. It guides, informs and supports through technical work, webinars and publications. The company was founded in 1979 and is headquartered in London, the United Kingdom.