Peter G. Pearson Lund

Located in Grand Cayman, Overseas Asset Management (Cayman) Ltd. (OAM) was formed in 1989 to provide specialist investment management to institutions and high net worth individuals. The firm is also advisor to the OAM family of funds.

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.

Troy Asset Management Ltd. (Troy) is a privately owned, independent investment boutique headquartered in London, UK. The firm was founded in 2000 by the late Lord Weinstock and Sebastian Lyon. Troy manages a range of funds and investment trusts for family offices, wealth managers, investment advisers, charities and endowments. Their management is incentivized through personal investment in the funds.

Founded in 1934, Henderson Administration Ltd. is a part of Janus Henderson Group Plc and provides professional and management services. The company is based 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.

The Royal United Kingdom Beneficent Association (RUKBA) is a registered charity founded in 1863 which operates as Independent Age. Located in London, RUKBA aims to help older UK or Republic of Ireland residents living on low incomes remain independent in their own homes by providing them with a small additional income, grants for emergencies and aids to mobility. The Board of Trustees has overall responsibility for the charity under the terms of its Royal Charter. They meet at least four times a year to conduct the normal business of the charity and to assess reports on performance against the Charity Plan approved by the Trustees. The Trustees delegate the day-to-day management to the Chief Executive and staff.

Stonehage Fleming Investment Management Ltd. (Stonehage Fleming) is the wealth management subsidiary of Stonehage Fleming (UK) Ltd., ultimately held by Spes Bona Ltd. in British Virgin Islands. The firm was founded in 2000 as FF&P Asset Management Ltd. and changed their name to Stonehage Fleming Investment Management Ltd. in 2015 when Stonehage and Fleming Family & Partners merged. Headquartered in London, Stonehage Fleming provides investment advice to high-net worth individuals, family groups, charities and institutions.

Wise Investments Ltd. (dba Wise Investment) is an investment management firm headquartered in Chipping Norton, UK. The firm was founded in 1992 by Tony J. Yarrow. They are owned by The Oak Investment Partnership Employee Ownership Trustee Ltd. Wise Investment provides financial advice and investment management solutions to private clients.

Federated Hermes Ltd. is the Great Britain-based investment management subsidiary of Federated Holdings UK II Ltd., which is ultimately held by Federated Hermes, Inc. (NYSE: FHI) in the US. The firm was founded in 1983 and formerly known as Hermes Fund Managers Ltd. Headquartered in London, Federated Hermes provides specialized capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and proven liquidity-management solutions to investors around the world.

Castle Investment Solutions Ltd. provides discretionary fund management services. Its services include initial & ongoing due diligence, unique cost savings, access to bespoke portfolios and access to information. The company is headquartered in Falmouth, the United Kingdom.

The Institute of Integrated Systemic Therapy is a child psychotherapeutic training and research institute that provides specialist 24/7 treatment and therapeutic education for severely traumatized children with complex psychological, emotional, and behavioral needs. The non-profit company is based in London, UK, and has subsidiaries in the United Kingdom. The institute is attached to Childhood First, a charity for severely traumatized children. The British company is known for pioneering best practice in specialist clinical psychotherapeutic care to nurture and rehabilitate acutely disturbed children and young people. The institute offers a fully immersive clinical training and IST training programs that provide a practice-based training for professionals caring for children and young people with complex emotional and psychological needs. The company was founded in 1983 by Stephen Blunden, who has been the CEO since 1983.

Evenlode Investment Management Ltd. (Evenlode IM) is an asset management firm headquartered in Chipping Norton, UK. The firm was founded in 2016 and is a subsidiary of The Oak Investment Partnership Ltd., which is owned by The Oak Investment Partnership Employee Ownership Trustee Ltd. Evenlode IM provides investment management services to private and institutional investors.

Border to Coast Pensions Partnership Ltd. (Border to Coast) is an independent pension fund management firm headquartered in Leeds, UK. Founded in 2018, the firm oversees the investment of pension’s assets of Local Government Pension Scheme funds. Border to Coast manages the assets of its Partner Funds through both internal and external management within a number of investment vehicles, including an Authorized Contractual Scheme.

Part of Institute of Integrated Systemic Therapy, Childhood First (East Anglia) Ltd. is a children's charity based in London, UK, founded in 1999. The British company provides residential care, foster care, and special education integrated with effective therapeutic treatment to children and young people affected by abuse, neglect, and deprivation. The company has a research faculty and students who conduct studies on significant areas and topics such as children's outcomes and interventions, children's behavior and histories, staff in the child care sector, relationships, and care. The company also offers a fully immersive clinical training and are known for pioneering best practice in specialist clinical psychotherapeutic care to nurture and rehabilitate acutely disturbed children and young people.

Part of Institute of Integrated Systemic Therapy, Childhood First (South) Ltd. provides residential care services. The company is based in London, UK and was founded in 1998.