Paul Wharton

Rockhold Asset Management Ltd. (Rockhold) is an asset management firm headquartered in Knutsford, UK. The firm was founded by Nigel Baynes and Paul Hudson in 2002 as iFunds Asset Management Ltd. They are a subsidiary of Adviser Services Holdings Ltd. Rockhold provides investment management services to the adviser community within the ASHL Group.

Brown, Shipley & Co. Ltd. (Brown Shipley) is the Great Britain-based private banking subsidiary of Quintet Private Bank (Europe) SA, itself a subsidiary of Precision Capital SA in Luxembourg. The firm was founded by William Brown in 1810. Headquartered in London, Brown Shipley manages a range of collective investments known as SVS Brown Shipley Funds for private, institutional and corporate clients.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

8F Asset Management Pte Ltd. (8F Asset Management) is a venture capital firm founded in 2016 by Stephane Farouze and Karim A. Ghannam. The firm is headquartered in Singapore.

Evelyn Partners Discretionary Investment Management Ltd. (Evelyn Partners) is an investment management firm headquartered in London, UK. Formerly known as Tilney Discretionary Investment Management Ltd., the firm was founded in 1990 and is a subsidiary of Evelyn Partners Group Ltd., ultimately held by Platinum LP Guernsey Ltd. Evelyn Partners provides discretionary investment management services to various clients.

BAMCO, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1987 by Ron Baron and is a wholly-owned subsidiary of Baron Capital Group, Inc. (BCG). BAMCO provides advisory services to investment companies, the Baron Collective Investment Trusts, UCITS funds, and other pooled investment vehicles.

Argan Capital Advisors LLP (Argan Capital) is an private equity firm founded in 1999 by Lloyd Craig Perry and Carlo Giovanni Mammola. The firm is headquartered in London.

Bramham Gardens Investments Ltd. is a British investment company that specializes in designing artificial intelligence-powered investment strategies for investors with a low risk tolerance. Bramham Gardens Investments is based in London, UK. The private company spends more than three years building new strategies and has a team of hard-working French PhDs who screen markets to grasp the dynamics of investor attitudes. The company works with leading players such as index providers and asset managers, and use machine learning as a source of fee shrinkage. The company has a strong focus on risk management and offers services such as creating performance in a unique manner for risk-minded investors, building the investment story behind products, construction of indices, bespoke investment strategies, and risk management overlays.

BNP Paribas Asset Management Europe SAS (BNP Paribas France) is the investment management subsidiary of BNP Paribas SA (EPA: BNP). Headquartered in Paris, the firm was founded in 1980. BNP Paribas France provides discretionary and pooled investment management for French and international private individuals, companies and institutions.

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).

Pure Salmon Pte Ltd. builds and operates vertically integrated aquaculture production and processing facilities. It operates salmon production plants using land-based recirculating aquaculture system (RAS) technology. The company is headquartered in Singapore.

Seven Investment Management LLP (7IM) is the investment management subsidiary of Great Britain-based 7IM Holdings Ltd. The firm was founded by Tom Sheridan, Justin Urquhart Stewart and their team in 2002. Headquartered in London with additional offices in Edinburgh and Jersey, 7IM provides discretionary investment management services, a platform and a range of funds and model portfolios to professional advisers, wealth managers, individuals, charities and pension funds. They invest their own pension capital into the same investment strategies as those of their clients.

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.

Wirral Academy Trust operates an organization that provides educational support services for local students. The non-profit company is based in Wirral, UK. The CEO of the British company is Mike Kilbride.

James Sharp & Co. LLP is a stockbroking and British investment management company that has been in operation for over 130 years. The private company is based in Bury, UK and has subsidiaries in the United Kingdom. The company specializes in helping clients with their investments.

Janus Henderson Investors UK Ltd. (JHI UK) is the wholly-owned global asset management subsidiary of Janus Henderson UK (Holdings) Ltd., ultimately held by Janus Henderson Group Plc (LON: 0RPW; NYSE: JHG) in Great Britain. The firm was founded in 1934 and formerly known as Henderson Global Investors Ltd. Headquartered in London, JHI UK is a client-centric, sustainable and responsible investor which provides investment management services to individuals, private banks, third party distributors, insurance companies, pension funds, government bodies, investment trusts, charities and corporate entities.

J.O. Hambro Capital Management Ltd. (JOHCM) is an investment management firm headquartered in London, UK. The firm was founded by James Hambro in 1993 as an independently managed boutique, and was acquired by Pendal Group Ltd., formerly BT Investment Management Ltd., in 2011. In 2023, Perpetual Limited (ASX: PPT) – an ASX-listed, global diversified financial services company in Sydney, Australia – acquired Pendal Group, including JOHCM. The firm provides discretionary investment advisory services across a diverse range of equity strategies through pooled vehicles (or investment funds) and to clients that establish separately managed accounts.

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.

Blankstone Sington Ltd. is an investment management and British advisory company that has been managing clients' savings and investments since 1976. The private company is based in Liverpool, UK, and has subsidiaries in the United Kingdom. Blankstone Sington has requested a voluntary agreement from the Financial Conduct Authority (FCA) to restrict how it carries out its investment business due to the loss of several experienced staff who cannot easily be replaced. The company is actively recruiting for replacement staff, and the voluntary restrictions took effect on November 16, 2021. Despite the restrictions, clients' money and assets remain safe and are being held in full accordance with the FCA's rules.

Credit Suisse (UK) Ltd. (Credit Suisse-UK) is the Great Britain-based private banking subsidiary of Credit Suisse AG, itself a subsidiary of Credit Suisse Group AG (SWX: CSGN; NYSE: CS) in Switzerland. Headquartered in London, Credit Suisse-UK was founded in 1986 and provides a broad range of private banking solutions and customized financial strategies for private clients.

Barclays Bank Plc (Private Banking) (BPB-UK) is the private banking division of Barclays Bank Plc, itself a subsidiary of Barclays Plc (LSE: BARC, ADR: BCS) in Great Britain. Founded in 1971, Barclays-PB is headquartered in London and offers wealth management products and services to high-net worth individuals, families and charities.

Oxford Risk Research & Analysis Ltd. is a leading British fintech company that specializes in behavioral finance. The company is based in London, UK. The company offers a comprehensive suite of suitability tools that provide hyper-personalized advice for investor management to wealth managers, robo-advisers, banks, and pension providers. The company uses an advanced quant risk model to determine the long-term risk of any fund or portfolio, providing a robust and reliable solution for mapping investors' risk profiles to suitable investments. The company was founded in 2002, and the CEO is Marcus Quierin.

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.

Deutsche Private Asset Management Ltd. (DPAM) is part of the private wealth management business of Deutsche Bank AG in the UK. Based in London, DPAM originated in 1987 and was previously known as Morgan Grenfell Trust Managers (1992-1999), Deutsche Investment Trust Managers (1999-2004) and DWS Investment Trust Managers (2004-2007). DPAM is part of the RREEF brand, which covers the real estate and infrastructure, private equity and hedge fund businesses within the asset management activities of Deutsche Bank.

Kyte Broking Ltd. is a wholly-owned subsidiary of the Kyte Group, which was founded in 1985 by David Kyte, one of the first own-account traders on LIFFE-London International Financial Futures Exchange. The group evolved into a diversified financial services provider active in proprietary trading, global derivatives, futures, options and CFD's as well as blue-chip fund management. Established in 1992, Kyte Broking is a brokerage firm based in London. Their clients include banks, hedge fund managers and market makers.