Richard Spencer

Newton Investment Management Ltd. (Newton) is the wholly-owned, Great Britain-based investment management subsidiary of Newton Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) (BNY Mellon) in the US. The firm was founded in 1978 as a joint venture with Scottish insurance broker Reed Stenhouse. In 1986 they were acquired by Alexander & Alexander and were renamed Newton Investment Management. Headquartered in London, Newton provides investment products and services to a wide range of clients, such as pension funds, charities, corporations and individuals (via BNY Mellon). Newton is a signatory to the UN Principles for Responsible Investment (PRI).

Van Lanschot Kempen Investment Management (UK) Ltd. (Van Lanschot Kempen UK) is a mutual fund management firm headquartered in London, UK. Formerly known as Kempen Capital Management (UK) Ltd., the firm was founded in 1993 and is a wholly-owned subsidiary of Kempen & Co. NV, ultimately held by Van Lanschot Kempen NV (AMS: VLK) in The Netherlands. Van Lanschot Kempen UK provides asset management services for institutional investors, foundations and high net-worth private clients, through mandates and investment funds.

Alliance Trust Savings Ltd. (ATS), a subsidiary of Alliance Trust Plc (LSE: ATST), is a financial services specialist. They provide execution-only services and distribute a diverse range of investment products including retail savings plans and pension products, PEPs and ISAs. Located in Dundee, ATS was established in 1986.

British Broadcasting Corp. provides broadcasting services. It offers news, sport, weather reports, DVD shopping, videos, travel, capital, culture, music, nature, food and local news. The company was founded by John Charles Walsham Reith in 1922 and is headquartered in White City, the United Kingdom.

Part of Brooks MacDonald Group Plc, Brooks Macdonald Financial Consulting Ltd. is a British company that provides investment management services. The company is based in London, UK and was founded in 1991.

Part of Aon Plc, Alexander & Alexander, Inc. is an insurance brokerage and management company. The company is based in New York, NY.

Wood Mackenzie Ltd. provides research reports and consulting services for the global energy industry. The firm provides objective analysis and advice on assets, companies and markets. Its clients include international and national energy and metals companies as well as financial institutions and governments. The company was founded in May 1973 and is headquartered in Edinburgh, the United Kingdom.

Adam & Co. Investment Management Ltd. (AIM) is an investment management firm headquartered in Edinburgh, Scotland. The firm was founded in 1983 by a group of influential Scottish business people. They were acquired by Canada-based Canaccord Genuity Group, Inc. (TSE: CF) from The Royal Bank of Scotland plc (LON: RBS, NYSE: RBS) in 2021. AIM offers asset management services to asset managers, pension funds, banks, foundations, insurance companies and family offices.

Cornelian Asset Managers Ltd. (Cornelian) is a Scottish specialist investment firm headquartered in Edinburgh. Founded in 1992, the firm was formerly known as Noble Asset Managers Ltd. and changed their name to Cornelian Asset Managers in 2005. They are a subsidiary of Cornelian Asset Managers Group Ltd., ultimately held by Brooks MacDonald Group plc (LON: BRK). Cornelian creates and actively manages high quality, diversified, multi-asset portfolios and risk-managed funds to clients ranging from individuals and their families to large pension funds and charities.

Part of Willis Towers Watson Plc, International Insurance Brokers, Inc. is a company that provides insurance for the needs of armored car and check-cashing industries. The company is based in Staten Island, NY. International Insurance Brokers was acquired by Willis Group Holdings Ltd. on December 06, 2005.

City Asset Management Plc provides investment advice. The private company is based in London, UK. and has subsidiaries in United Kingdom. The British company was founded in 1988 by Viv D. Coghill. Nicholas Mark Coghill has been the CEO of the company since 2012.

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).

Morningstar Australasia Pty Ltd. is the Australian investment research subsidiary of Morningstar Direct Investments Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in Barangaroo, the firm was founded in 1999 as Huntley’s Investment Information Pty Ltd. They provide research on Australian stocks, managed funds, superannuation funds, credit securities, exchange-traded funds, and listed investment companies for individual investors, financial advisers, asset managers, and retirement plan providers and sponsors.

Part of Brooks MacDonald Group Plc, Brooks MacDonald Nominees Ltd. acts as a nominee/trust/depository. The company is based in London, UK and was founded in 2005.

Part of The Independent Order of Foresters, Forester Holdings (Europe) Ltd. is a British company that engages in activities of head offices. The company is based in Bromley, UK.

Part of Saga Plc, Saga Personal Finance Ltd. is a British company that provides personal financial services. The company is based in London, UK. The company was founded in 1995. Jerry Toher has been the CEO of the company since 2022.

Brooks Macdonald Funds Ltd. (Brooks Macdonald) is an investment management firm headquartered in London, UK. The firm was founded in 2006 and is owned by Brooks MacDonald Group Plc (LON: BRK). Brooks Macdonald manages active investment portfolios with varying risk and return profiles, designed to meet a broad range of objectives.

Brooks Macdonald Asset Management (International) Ltd. (Brooks Macdonald AM) is the asset management subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. Headquartered in St. Peter Port, Brooks Macdonald AM was founded in 2012 and offers a range of investment management and advisory services to private high net-worth individuals, pension funds, institutions, and trusts.

Part of Brooks MacDonald Group Plc, Levitas Investment Management Services Ltd. provides investment management services. The company is based in Bristol, UK. Levitas Investment Management Services was acquired by Brooks MacDonald Group Plc on July 31, 2014 for $40.57 million.

Oaknorth Bank Plc provides commercial banking services. It offers deposit accounts which provides saving options. The firm also provides lending solutions for small and medium enterprises. The company was founded by Rishi Khosla and Joel Jack Perlman Azout in 2015 and is headquartered in London, the United Kingdom.

Part of M & G Plc, Prudential/M & G UKCF GP Ltd. is a British company that provides financial intermediation services. The company is based in London, UK.

The Investment Association provides investment services. It also offers trainings and seminars. The company was founded on October 13, 1959 and is headquartered in London, the United Kingdom.

Moola Ltd. provides management consultancy services. The company was founded by Gemma Godfrey and Andrew Jordan and is headquartered in London, the United Kingdom.

Earth-i Ltd. supplies resolution satellite image data services. It offers resolution optical satellite imagery and remote sensing products. The company was founded by Richard Blain and is headquartered in Guildford, the United Kingdom.

Bowmore Asset Management Ltd. is a British company that provides bespoke discretionary fund management services in Bristol. The private company aims to provide their clients with personal service and excellence in asset management. Ormonde Jonathan Webster-Smith has been the CEO of the company since 2021.

Part of Marsh & McLennan Cos., Inc., Moola Systems Ltd. is a British company that provides financial intermediation services. The company is based in London, UK. The company was founded by Gemma Claire Godfrey.

Part of National Grid Plc, National Grid Electricity System Operator Ltd. supplies electricity power. The company is based in London, UK and was founded in 2017.

Cornelian Asset Managers Group Ltd. engages in the provision of retail asset management services. The company was founded on May 4, 2000 and is headquartered in Edinburgh, the United Kingdom.

Sentinel Portfolio Management Ltd. provides investment advice. The private company is based in Emsworth, UK.

Alliance Trust Savings Ltd. (Private Banking) (Alliance TSL-Private Banking) is the private client operation of Scotland-based Alliance Trust Savings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. The firm was founded in 1986 and is headquartered in Dundee. Alliance TSL-Private Banking offers a broad variety of savings and investment accounts and a trading platform to different investments – such as funds, stocks and shares, investment trusts, bonds and exchange traded funds.

Independent Wealth Planners UK Ltd. engages in the provision of operational and support services. It offers compliance, business support, information technology and operations, investment research, recruitment, training and development, and marketing. The company was founded on November 20, 2018 and is headquartered in London, the United Kingdom.