Philip Nicholas Whittome

abrdn Investments Ltd. (aIL) is an asset management firm headquartered in Midlothian, UK. The firm was founded in 1987 and formerly known as Aberdeen Asset Managers Ltd. They are a wholly-owned subsidiary of abrdn Holdings Ltd., wholly-owned by abrdn Plc (LON: ABDN). aIL provides their clients with discretionary and non-discretionary asset management and related services across a broad range of investment strategies and asset classes. They also offer an alternative platform which encompasses multi-manager research, selection and portfolio management for hedge funds strategies.

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.

Société Générale SA (UK) (Société Générale UK) is the Great Britain-based brokerage division of Societe Generale SA (XP: GLE, ADR: SCGLY) in France. Headquartered in London, Société Générale UK was founded in 1993 and provides broking services.

Shore Capital Stockbrokers Ltd. (Shore Capital) is a broker-dealer firm headquartered in London, UK. Formerly known as Puma Securities Ltd., the firm was founded in 1985 and is a subsidiary of Shore Capital Group Ltd. (LON: SGR). Shore Capital offers corporate clients with edge electronic equities trading platform, which operates alongside a growing equity capital markets division.

GSA Capital Partners LLP (GSA Capital) is an independent hedge fund manager headquartered in London, UK. The firm was originally founded in 2001 as the global statistical arbitrage unit of Deutsche Bank. In 2004, they were spun out of Deutsche Bank by Jonathan Hiscock and became GSA Capital Partners LLP. GSA Capital provides investment advice and portfolio management services to private pooled investment vehicles and managed accounts, which are intended for sophisticated and institutional investors. The firm manages two main families of funds: the GSA International Funds and the GSA QMS Funds.

Guinness Asset Management Ltd., dba Guinness Global Investors (Guinness), is an independent fund manager headquartered in London, UK. The firm was founded by Timothy "Tim" Guinness in 2003. They provide actively managed portfolios in a selection of asset classes and specialist growth themes to assist investors in achieving their investment goals. Guinness is a signatory to the UN Principles for Responsible Investment (UN PRI).

Guinness Atkinson Asset Management, Inc. (Guiness Atkinson-UK) is an independent Great Britain-based fund management firm which was founded by Tim Guinness and Jim Atkinson in 2002. Based in London, the firm assumed full management of the Guinness Atkinson Funds in 2003.

Premier Fund Managers Ltd. (PFM) is the wholly-owned fund management subsidiary of Premier Investment Group Ltd., ultimately held by Premier Miton Group Plc (LON: PMI) in Great Britain. The firm was founded in 1988 and is headquartered in Guildford. PFM manages a range of authorized UK and offshore funds and provides tailor made discretionary management services for private and corporate clients including professional advisers, retail investors, institutions and charities.

abrdn Alternative Investments Ltd. (AAI) is the wholly owned asset management subsidiary of Aberdeen Asset Investment Group Ltd. and their ultimate parent is abrdn Plc (LON: ABDN, ADR: SLFPF) in Great Britain. Formerly held by Lloyds Banking Group plc (LSE: LLOY), Aberdeen Asset Management plc entered into a strategic alliance with Lloyds Banking Group plc in 2013, acquiring AAI and their related private equity and infrastructure fund management businesses. Formerly known as Aberdeen Asset Investments Ltd., the firm was founded in 1964 and is headquartered in London. AAI provides investment solutions to private individuals, financial institutions, charities, investment trusts and corporate and local government pension funds in Great Britain and worldwide.

Insight Investment Management (Global) Ltd. (Insight) is the UK-based specialist asset management subsidiary of Insight Investment Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) in the US. Headquartered in London, the firm was founded in 1964 as an in-house asset manager for the insurance assets of HBOS, and was acquired by Bank of New York Mellon Corp. in 2009. The firm provides liability-driven investment solutions, fixed-income and alternative investments for a range of clients which includes pension funds, corporates, local authorities, insurers, sovereign wealth funds, wealth managers, financial institutions and individual investors. Insight is a founding signatory of the UN Principles for Responsible Investment (UNPRI).

Ninety One SA (Pty) Ltd. is the wholly-owned asset management subsidiary of Ninety One Ltd. (JSE: NY1) in South Africa. The firm was founded in 1991 and was formerly known as Investec Asset Management (Pty) Ltd. Headquartered in Cape Town, Ninety One is a specialist asset management firm which provides a range of portfolio management services and products to institutional and individual investors. They are socially responsible and are aware of their broader responsibility to society and seek to make a positive impact by focusing on initiatives that support local communities and their environments.

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.

Goldman Sachs Asset Management International (GSAMI) is the Great Britain-based asset management subsidiary of Goldman Sachs Asset Management International Holdings Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm is headquartered in London and was founded in 1990. GSAMI is the hub of Goldman Sachs' European activities, which include investment banking, trading, asset management and securities services. Their clients include individuals, families and family entities, banks and thrift institutions, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, insurance companies, corporations, and other business entities.

Blackfriars Asset Management Ltd. (Blackfriars) is the Great Britain-based, wholly-owned asset management subsidiary of The Hamon Investment Group Pte Ltd. in Hong Kong. Located in London, the firm was established in 1998 as part of WestAM. In 2006, BNY Mellon acquired 50% of WestAM to form WestLB Mellon Asset Management UK Ltd. Blackfriars is a specialist investment boutique. Their clients include savings banks, commercial banks, corporations, foundations, endowments, governments, central banks, insurance companies, mutual funds and pension funds. The firm manages segregated accounts and mutual funds including the Luxembourg-registered Compass umbrella fund.

JPMorgan Securities Plc is a brokerage firm headquartered in London, UK. The firm was founded in 1992 and is a wholly-owned subsidiary of JP Morgan Capital Holdings Ltd., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities provides market research, proprietary pricing data and analytics, and trade execution across multiple asset classes such as credit, equities and FX. They help institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets.

Challenger Management Services (UK) Ltd., part of Challenger Ltd., is a British company located in London that provides investment advice.

Fitch Ratings Ltd. (FRL) is an investment research firm headquartered in London, UK. The firm was founded in 1977 and is a subsidiary of Fitch Ratings, Inc., ultimately held by The Hearst Family Trust in the US. FRL provides research and specialized ratings of services to residential and commercial mortgages, asset managers and managed funds. They also publish quantitatively based ratings such as Q-IFS ratings.

Lane Clark & Peacock LLP specializes in actuarial business consulting services. The firm offers pensions, benefits, insurance, energy analytics, technology and innovation services. The company was founded in 1947 and is headquartered in London, the United Kingdom.

Postal Services Holding Co. Ltd. is engaged in the provision of mail and postal services. The firm also designs and produces stamps and philatelic products. The company was founded on September 20, 2000 and is headquartered in London, the United Kingdom.

NDC 2000 Ltd. is a private group led by management.

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.

River Global Investors LLP is the investment management subsidiary of River & Mercantile Holdings Ltd., ultimately owned by AssetCo Plc (LSE: ASTO) in Great Britain. Formerly known as River & Mercantile Asset Management LLP, the firm was founded by James Barham as a limited liability partnership in 2006 with Pacific Investment as a cornerstone investor. They became part of AssetCo Plc in 2022. Headquartered in London, River Global Investors advises institutional clients such as employee benefit plans, foundations, endowments and other charitable organizations.

Allspring Global Investments (UK) Ltd. (Allspring UK) is an asset management and holding firm headquartered in London, UK. The firm was founded by Ross Pamphilon in 1999. Prior to November 1, 2021, the firm was known as Wells Fargo Asset Management (International) Ltd. Allspring UK provides investment advisory and portfolio management services to institutional clients.

Part of Deutsche Bank AG, Deutsche Bank AG (Hong Kong) is a financial institution that has been connecting worlds for 65 years. The company is based in Hong Kong, Hong Kong, and serves as the hub for corporate and commercial clients. The company's asset management division, DWS, is a market leader in Hong Kong with a broad product offering. Its corporate bank division is an established market leader in transaction banking, with a presence in 60 countries, including an extensive footprint in HK. The investment bank provides strategic advice to corporate and institutional clients, focusing on the bank’s traditional strengths in financing, advisory, fixed income, and currencies, together with a focused equity capital markets business. The private bank focuses on private customers across all segments as well as business clients, and in HK, this division is represented by a highly competitive wealth manager. The Chinese company was founded in 1958, and its CEO is Werner Steinmüller.

KPMG Europe LLP provides financial services. It offers audit and assurance, business technology, deal advisory, legal services, management consulting, pensions, risk consulting, tax, and strategy. The company was founded in 1907 and is headquartered in London, the United Kingdom.

Liberum Capital Ltd. (Liberum) is a brokerage firm headquartered in London, UK. The firm was founded by Shane Le Prevost in 2007 to provide a different style of broking. They were acquired by Panmure Liberum Ltd. from TN Holdings (BVI) Ltd. in 2024. Headquartered in London, Liberum provides trading and execution services for institutional clients. They bring liquidity into the niches that matter and are market-makers in various large, mid and small-cap stocks.

Part of Royal Bank of Canada, BDDL Ltd. is a law firm that offers a vast experience in law, a large and well-coordinated team of professionals, and a fundamentally new approach to working with clients. The company is based in London, UK. The British company prioritizes an individual approach to each client and strive to introduce innovation in their services. The company was founded in 1971. BDDL was acquired by Brewin Dolphin Ltd. from Camellia Plc on May 10, 2017 for $34.81 million.

Belton Financial Holding SAE (Research) (Belton Research) is the research division of Belton Financial Holding SAE, a leading financial services provider and investment bank in the Middle East. The Belton group was established in 2002 and is headquartered in Cairo with offices in New York, Riyadh, Jeddah Dubai, Doha and Tripoli. The group's strategy centers on innovation and product differentiation. Belton Research is a leading provider of qualitative and quantitative information on the markets of the MENA region. Their researchers conduct company visits and meetings with business leaders, and participate in conferences worldwide. Belton Research provides company-level intelligence and sector analysis as well as market-specific and regional information, including news, bulletins, reviews, statistics, index, trend watch, technical table, strategic and thematic research. Their clients include institutions and high-net-worth individuals from the MENA countries, the US, Europe and East Asia.

Telefónica Europe Plc operates as a mobile communication services company. It offers integrated mobile, fixed, and broadband services. The firm provides mobile telecommunications services using universal mobile telecommunications system, general packet radio services, and fixed line systems. The company was founded on December 10, 2004 and is headquartered in Slough, the United Kingdom.

Palmer Square Capital Management LLC (Palmer Square) is a SEC-registered investment advisor headquartered in Mission Woods, Kansas. The firm was founded by Christopher Long in 2009 and is a subsidiary of Palmer Square Holdings LLC. Palmer Square provides investment advisory services to institutions, high-net worth individuals, collective investment trusts, investment companies and other pooled investment vehicles.

Thermo Electron Holdings SAS operates as a holding company with interests in manufacturing of analytical laboratory instruments. The company was founded on 15 September 2003 and is headquartered in Saint-Herblain, France.

Part of International Distributions Services Plc, Royal Mail Pensions Trustees Ltd. is a British company that manages the Royal Mail Pension Plan. The company is based in London, UK. The Royal Mail Pension Plan looks after all the contributions and investments needed to pay the benefits earned by its members from 1 April 2012. The plan is managed by a trustee company called Royal Mail Pensions Trustees, which has a board of trustee directors who act in the same way as individual trustees would.

Virgin Media Business Ltd. provides software-based networking and security solutions. the company is headquartered in Hampshire, the United Kingdom.

Clean Energy Partners LLP (Glennmont Partners) is an investment firm founded by by Stephen Scott Lawrence in 2007. The firm headquartered in London.

Aon Hewitt Ltd. provides human resource and outsourcing consultant services. The firm advises, designs, and executes a wide range of consulting and outsourcing solutions that enable clients to cultivate talent to drive organizational and personal performance and growth, navigate retirement risk while providing new levels of financial security, and redefine health solution. The company was founded on March 18, 2002 and is headquartered in London, the United Kingdom.

Part of Aon Plc, Aon Investments Ltd. is a British company that creates bespoke insurance products for various industries, professions, members, and personal needs. The company is based in London, UK and offers insurance solutions for small and medium-sized businesses, as well as management consultants. A recent poll revealed that many businesses still do not have the right protection or knowledge about GDPR regulations. Founded in 2006, the company aims to provide innovative solutions to address the increasing threat of cyber attacks and the lack of proper protection and awareness among businesses.

Capital Cranfield Holdings Ltd. is a holding British company that provides pension trust services. The private company is based in London, UK. and has subsidiaries in United Kingdom.

Leste Capital Management (UK) LLP (Leste) is an asset management firm headquartered in London. The firm is a wholly-owned subsidiary of Thames Private Investments Ltd. The firm was founded by Emmanuel Hermann in 2009. Leste acts as a local and international alternative investments platform, managing high performance liquid and illiquid assets with rigorous risk control practices.

H&P Advisory Ltd. (HPA) is an independent brokerage firm headquartered in London and was founded in 2017. The firm provides brokerage services to institutions, corporations, private individuals and sovereign entities.

Ninety One UK Ltd. is an asset management firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Ninety One UK Holdings Ltd. Ninety One UK provides discretionary investment management services to public and private pension plans, other institutional investors and domestic pooled investment vehicles. They also manage separate accounts for institutional investors.