Ross Michael Burgess

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT.

Numis Securities Ltd. is an institutional brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of Numis Corp. Plc in (LON: NUM). Numis Securities serves as a corporate broker to several clients across all their sectors, ranging from FTSE 100 to FTSE small-cap companies and AIM-listed companies.

Shore Capital Ltd. (SCL) is an investment management firm headquartered in London, UK. The firm was founded by Howard Shore in 1985 and is owned by Shore Capital Group Ltd. (LON: SGR) in Great Britain. SCL manages specialist funds, with a particular focus on alternative asset classes. They cater to primarily small-cap firms and private clients.

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.

Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis.

Bournemouth Water Ltd.. provides water distribution services. The company provides clean drinking water to areas from Poole to Beaulieu and from Bournemouth to Salisbury. It also offers services covering subjects such as interruptions in supply, water quality and billing. Bournemouth Water was founded in July 1994 and is headquartered in Bournemouth, the United Kingdom.

Swiss Re Life & Health UK Ltd. provides reinsurance services. It uses the study of morbidity trends & mortality rates to provide traditional life and selected health reinsurance programs to life insurance companies in the UK & Ireland. The company is headquartered in London, UK.

Investec Bank Plc provides investment banking services. It also offers foreign exchange services, structured products and investment funds, property finance, mortgages and lending, and investment management services. The company was founded on December 20, 1950 and is headquartered in London, the United Kingdom.

Williams Lea Group Ltd. provides business process outsourcing services. It offers marketing communications services such as direct mail, point-of-sale campaigns, pitchbooks, and office document solutions. It offers corporate information services to the legal, banking, pharmaceutical, automotive, retail, and telecommunication industries. The company was founded in 1820 and is headquartered in London, the United Kingdom.

BOQ Specialist (Aust) Ltd. is the Australian investment banking subsidiary of Investec Bank plc (GB), itself a subsidiary of Investec plc (LSE: INVP) in Great Britain. Based in Sydney, the firm provides a range of products and services including corporate advisory, private client investments, real estate investment banking, wealth advisory, specialized lending and asset management.

tp bennett LLP operates as a multi-disciplinary design practice firm that focuses on architecture, interiors and planning in the United Kingdom and internationally. The firm specializes in master planning, urban design, architecture, interior design and interior design services. The company was founded by Thomas Penberthy Bennett in 1921 and is headquartered in London, the United Kingdom.

Part of KPMG International Cooperative, KPMG, Inc. (South Africa) is a South African company that provides auditing services. The company is based in South Africa, South Africa.

Chelsfield Partners LLP provides real estate and investment services. It offers property development, investment, law, and banking services. The company was founded on 1986 and is headquartered in London, UK.

Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients.

Omnis Investments Ltd. is a British private asset management company that focuses on active, high-conviction investing. The company is based in Swindon, UK, and has subsidiaries in the United Kingdom. The company draws on the collective power of experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. With more than £10 billion of assets under management, Omnis Investments Limited is one of the largest asset managers in the world. The company has appointed some of the best investment managers to manage clients' wealth, and each of the Omnis funds is run by a fund management company that has specialist experience in each market. Robert Mark Jeffree has been the CEO of the company since 2020.

Baring Fund Managers Ltd. operates as an investment management firm. The firm provides its services to asset manager clients, UK platforms, financial advisers, life insurance companies, government bodies, corporations, pension funds, charitable institutions, institutional, retail and private clients. The company is headquartered in London, the United Kingdom.

Millen Capital Partners LLP (Millen Capital) is a wealth management firm headquartered in Liverpool, UK. The firm was founded by Angus Millen in 1998 and was acquired by Evelyn Partners Group Ltd. in 2023. They are ultimately owned by Platinum L.P. Guernsey Ltd. in Great Britain. Millen Capital offers asset management services to wealthy clients.

Asta Capital Ltd. operates as a third party managing agent. It provides syndicate management on a permanent basis or under a turnkey arrangement that leads to the syndicate's own managing agency platform. The company was founded by Miguel Arias and Lorenzo Dávila and is headquartered in London, the United Kingdom.

Be Living Ltd. provides residential development services. The company was founded by in and is headquartered in London, the United Kingdom.

LGT Wealth Management Ltd. is an investment management firm headquartered in London, UK. The firm was founded in 2007 and formerly known as Abrdn Capital Ltd. In 2023, they became a subsidiary of LGT UK Holdings Ltd., which is ultimately owned by LGT Group Foundation in Liechtenstein. LGT Wealth Management provides discretionary investment management services for private clients, charities and pension schemes.

Ashdell Schools Trust Ltd. provides primary school education for girls. The firm offers pre-preparatory school and after-school care services. The company was founded in 1947 and is headquartered in Sheffield, the United Kingdom.

Part of Avant Homes Holdings Ltd., Avant Homes (No. The company is based in Chesterfield, UK. 2) Ltd. is a holding British company that specializes in building residential properties.