Philip Ost

Miton Asset Management Ltd. (Investment Management) (PMI-IM) is the investment management division of Miton Asset Management Ltd. (do-business-as Premier Miton Investors), a subsidiary of Premier Miton Group plc (LON: PMI) in London. The firm was founded in 1985 when Miton Investments and Optimal Fund Management merged. Headquartered in London, PMI-IM offers a choice of different investment products that cover funds, investment trusts and a portfolio management service.

The Institute of Chartered Accountants of Scotland operates as a professional membership organization. The non-profit company is based in Edinburgh, UK. The British company was founded by Janice Margaret Brown and Sundeep Bahanda. The CEO is Bruce Cartwright.

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.

Montanaro Asset Management Ltd. (Montanaro) is an independent Great Britain-based specialist asset management firm founded in 1991. The firm is headquartered in London and provides asset management services to a range of professional or institutional investors including pension funds, insurance companies, family offices, wealth managers and charities. Montanaro is a signatory to the UN Principles for Responsible Investment and believes that ESG related issues are essential to valuing companies, being a good investment manager and in being a better investor.

JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US.

Liontrust Portfolio Management Ltd. (LPM) is a specialist fund management boutique headquartered in London, UK. The firm was founded in 2002 by James de Uphaugh, Chris Field, Simon Hazlitt, Rob Harris and Adam Parker. Formerly a subsidiary of Majedie Investment Plc (LSE: MAJE), the firm was acquired by Liontrust Asset Management Plc (LON: LIO) in 2022 and has been renamed under this acquisition from Majedie Asset Management Ltd. to Liontrust Portfolio Management Ltd. LPM manages equity portfolios for institutional clients. Portfolios may be structured as separate managed accounts as well as private funds.

Canaccord Genuity Ltd. (CGL) is the brokerage subsidiary of Canaccord Genuity Group, Inc. (TSE: CF). The firm is headquartered in London and was founded in 1983. CGL provides brokerage services to their clients.

Part of Premier Miton Group Plc, Miton Trust Managers Ltd. is a British company that provides investment advice. The company is based in London, UK and was founded in 2002.

Credit Suisse Asset Management Ltd. (CSAM) is the wholly-owned, Great Britain-based asset management subsidiary of Credit Suisse Asset Management (UK) Holding Ltd., itself a subsidiary of Credit Suisse Group AG (SWX: CSGN, NYSE: CS) in Switzerland. Founded in 1982, the firm is headquartered in London and offers a wide range of investment products and functions across asset classes and investment styles for various clients including governments, institutions, corporations and private individuals.

The Winchester Diocesan Board of Finance is a part of the Diocese of Winchester, which was founded in 676AD. The non-profit company is based in Alresford, UK. The Diocese serves a population of 1.27 million, with over 20,000 people attending worship in one of the 375 church buildings across 255 parishes. The Board of Finance supports the people, churches, schools, and communities across the Diocese. The British company provides resources and materials for the care and maintenance of Church Buildings, applying for faculties, and meetings of the Diocesan Advisory Committee. Andrew Ronald Robinson has been the CEO of the company since 2008.

Part of The Investment Co. Plc, Abport Ltd. provides investment services. The company is based in Exeter, UK.

Part of The Investment Co. Plc, New Centurion Trust Ltd. is a British investment company. The company is based in Dorking, UK. New Centurion Trust was acquired by The Investment Co. Plc on December 23, 2004 for $2.68 million.

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.

Really Useful Group Ltd. provides entertainment services. It offers video and concert productions, merchandising, magazine publishing, recording, and music publishing services. The company was founded by Andrew Lloyd Webber in 1977 and is headquartered in London, the United Kingdom.

The Liverpool & Merseyside Theatres Trust Ltd. engages in performing arts and theatrical presentations. The non-profit company is based in Liverpool, UK.

DWF LLP provides legal services. Its expertise include banking and finance, business restructuring, commercial law, construction advice and disputes, consumer credit, corporate, debt recovery, employment, insurance, litigation and arbitration, pensions, real estate, regulatory compliance and investigations, and tax and private capital services. The company was founded on June 4, 2007 and is headquartered in Manchester, the United Kingdom.

Liontrust ESG Trust Plc operates as an investment company. It invests in sustainable companies around the world, predominantly in developed market securities. The company was founded on April 4, 2021 and is headquartered in London, the United Kingdom.

William Wild & Son (Mollington) Ltd. is a private company based in Mollington, UK that engages in cereal and oilseed farming.

R.C. Brown Investment Management Plc (RCBIM) is an independent, institutional and retail investment management company based in Bristol, UK. Formally established in 1990, the firm is the continuation of the DRG in-house pension investment management team, which started operating in 1980. RCBIM offers tailored services to charities, pension funds, OEICS, onshore trusts and substantial private client portfolios.