Stephen John Jones

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.

Canaccord Genuity Asset Management Ltd. (CGAM) is an asset management firm headquartered in London, UK. The firm is a subsidiary of Canaccord Genuity Wealth Group Ltd., ultimately owned by Canaccord Genuity Group, Inc. (TSX: CF) in Canada. CGAM was founded in 1897 and was formerly known as Hargreave Hale Ltd. The firm provides discretionary and investment-managed portfolio management services for private investors, trusts, companies, and charities.

Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations.

Brown, Shipley & Co. Ltd. (Brown Shipley) is the Great Britain-based private banking subsidiary of Quintet Private Bank (Europe) SA, itself a subsidiary of Precision Capital SA in Luxembourg. The firm was founded by William Brown in 1810. Headquartered in London, Brown Shipley manages a range of collective investments known as SVS Brown Shipley Funds for private, institutional and corporate clients.

Maunby Investment Management Ltd. (Maunby) is an independent investment management firm headquartered in Harrogate, UK. The firm was founded by Peter Hill-Walker in 1982. Maunby provides discretionary investment management to private individuals, family trusts, charities and institutions.

Barclays Investment Solutions Ltd. (BISL) is the investment management subsidiary of Barclays Bank Plc (Private Banking), the private banking division of Barclays Bank Plc (LON: BARC, ADR: BCS) in Great Britain. The firm was founded in 1992. They were previously known as Gerrard Investment Management Ltd. until 2017. BISL is headquartered in London and has offices throughout Great Britain where they manage investments for high-net worth individuals, charities, trusts, private clients and pension funds.

Polar Capital LLP is an alternative investment manager headquartered in London, UK. The firm is a subsidiary of Polar Capital Partners Ltd., itself a subsidiary of Polar Capital Holdings, Plc (LON: POLR) in Great Britain. Founded in 2001, Polar Capital offers its services primarily to Polar Funds and managed accounts, all of which are pooled investment vehicles. Investors in Polar Funds include individuals, banking or thrift institutions, investment companies (including mutual funds), pension and profit-sharing plans, pooled investment vehicles (such as hedge funds), high net-worth individuals, collateralized debt obligations (CDO’s), charitable organizations, trusts and estates, corporations and other business entities, and state or municipal government entities.

Castlefield Investment Partners LLP (Castlefield) is the investment management subsidiary of Castlefield Partners Ltd. in Great Britain. Established in 2002, the firm is based in Manchester is a specialist investment manager for institutional investors, primarily charities and group pension schemes. The firm operates under the trading name Castlefield Investments and manages the Castlefield Premier family of funds.

Sanford C. Bernstein Ltd. is a securities brokerage firm headquartered in London, UK. They are a subsidiary of Alliancebernstein Corp. of Delaware, ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Founded in 1999, the firm provides fundamental research and full service execution services to institutional clients globally. They offer bottom-up coverage and portfolio strategies supported by sophisticated quantitative tools.

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.

Sarasin & Partners LLP (Sarasin) is a global investment manager headquartered in London, UK. The firm was founded in 1983 and formerly known as Sarasin Investment Management Ltd. They are a subsidiary of SIM Partnership (London) Ltd., ultimately held by JS International Holdings Ltd. in The Bahamas. Sarasin invests thematically and responsibly on behalf of charities, private clients, institutions and investment professionals.

Morgan Stanley Bank AG (MSB-AG) is a brokerage and investment banking firm headquartered in Frankfurt, with an additional office in Munich, Germany. They originated in 1987 and was formally established in 1994. The Munich office opened in 2001. The firm is one of the Morgan Stanley Banks and is a subsidiary of New York-based Morgan Stanley (NYSE: MS). MSB-AG provides a variety of products and services to German institutions, government entities, multinational corporations and international high-net worth individuals. The bank's activities include corporate finance advisory, mergers and acquisitions, debt and equity capital raising, and European real estate advisory and investment. The firm offers sales and trading capacities in equity, bonds, derivatives, commodities and currencies. They have specific expertise in German blue-chip equity trading. Their research teams cover a wide variety of industries and leverage the group's global network of offices and contacts.

Part of Raymond James Financial, Inc., Charles Stanley & Co. Ltd. is a British brokerage company that provides brokerage services. The company is based in London, UK. The company was founded in 1792. Paul Andrew Abberley has been the CEO of the company since 2014.

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.

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.

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.

Part of Morgan Stanley, Morgan Stanley Bank LLC provides brokerage services. The company is based in Moscow, Russian Federation. The Russian company was founded in 2005. The CEO is Gergely Voros.

Hawksmoor Investment Management Ltd. (Hawksmoor) is an investment management firm headquartered in Exeter, UK. The firm was founded by John C. Crowley in 2008 and is a subsidiary of Hawksmoor Group Ltd. Hawksmoor provides discretionary management services for private investors which includes trusts, pension schemes and charities. They also manage multi-asset funds-of-funds and a series of risk-based model portfolios for financial advisers.

Auris Gestion SA is an independent wealth management firm headquartered in Paris, France. The firm was founded as Auris Gestion Privée SA in 2004 by former managers and executives of Lombard Odier and Neuflize, Paribas and Rothschild. Auris Gestion provides discretionary management services, based on stock selection across asset classes, for individual and institutional clients such as private investors, business executives, families, artists, top athletes and associations.

Morgan Stanley UK Group engages in providing investment services with interest in property. The company is headquartered in Canary Wharf, the United Kingdom.

Tilney Asset Management Services Ltd. (Tilney AM) is the asset management subsidiary of Ashcourt Holdings Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Founded in 1993 as Ashcourt Rowan Asset Management Ltd., the firm was acquired by Towry Holdings and changed their name to Towry Asset Management in 2016. They became Tilney Asset Management Services Ltd. in 2017. Headquartered in London, Tilney AM offers a range of services such as financial planning, investment management and advice to private investors, charities and professional intermediaries.

Walker Crips Stockbrokers Ltd. (Investment Management) (Walker Crips-IM) is the investment management division of Walker Crips Stockbrokers Ltd., itself a subsidiary of Walker Crips Group Plc (LSE: WCW) in Great Britain. Headquartered in London, Walker Crips-IM was founded in 2003 and provides a range of investment management services for institutional ad private investors.

Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. Formerly known as Rensburg Sheppards, the firm has roots dating back to 1827. In 2023, Rathbones Group Plc (LON: RAT) acquired the firm from Investec Plc (LON: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis.

The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom.

Cambrian Housing Co. Ltd. is a British company that rents and operates housing association real estate. The private company is based in Swansea, UK. The company was founded in 2007.

Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients.

The Institute of Directors (United Kingdom) is a community of passionate UK business leaders. The non-profit company is based in Birmingham, UK, and has subsidiaries in the United Kingdom. The British company provides professional training opportunities and access to essential help and resources for its members. The CEO of the company is Stephen Martin.

Albyn School Ltd. is a leading independent school located in Aberdeen, UK. Albyn School offers a well-rounded education to prepare pupils for their future, with a focus on a healthy balance between a love for learning and curiosity beyond the classroom. The school's nurseries form an important part of the school, catering to toddlers, ante pre-school, and pre-school children. Additionally, Albyn School has introduced the Albyn Curriculum Enrichment Programme to further enhance the education of its pupils. The school provides education for children aged 2 to 18 and was founded in 1867 by Harriet Warrack.

Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015.

Atlantic House Fund Management LLP (Atlantic House) is an investment management firm headquartered in London, UK. The firm was founded in 2012 and is a subsidiary of Catley Lakeman LLP. Atlantic House works with multi-asset investors across the world to build more predictable, more resilient, and ultimately more effective portfolios.

The London Community Foundation is a charity organization that aims to build strong and connected communities by inspiring generosity to invest in small charities and community groups. The foundation is based in London, UK and was founded in 1995. The British company has raised over £100 million to support grassroots organizations in the capital's communities. The foundation has collaborated with corporate and individual philanthropists as well as public sector partners. Since the first lockdown, they have committed over £9 million in COVID funding as part of the community response. The CEO is Kate Markey.

Quilter Cheviot Ltd. is the investment management subsidiary of Quilter Cheviot Holdings Ltd., ultimately held by Quilter Plc (LON: QLT) in Great Britain. The firm was founded in 1985 as Quilter Goodison & Co. In 2013, they merged with Cheviot Asset Management Ltd. Headquartered in London, Quilter Cheviot provides bespoke investment portfolios for individuals and families for generations.

Urology Foundation provides grants to individuals and organizations. The non-profit company is based in London, UK.

Part of Morgan Stanley, Morgan Stanley Pension Trustee Ltd. operates as a British non-trading company. The company is based in London, UK.

Part of Skandinaviska Enskilda Banken AB, Multrees Investor Services Ltd. is a British company that provides outsourced investment services to wealth managers, private banks, family offices, and advisory businesses. The company is based in London, UK, and works nationally and internationally from their offices in both Edinburgh and London. Multrees is innovative, collaborative, and experts in supporting transformational change. The company was founded in 2011, and the CEO is Chris Fisher.

Part of Julius Bär Gruppe AG, Bank Julius Bär & Co. Ltd. is a banking company based in Zurich, Switzerland. The Swiss company provides banking services. Philipp Rickenbacher has been the CEO of the company since 2009.

Brewin Dolphin Wealth Management Ltd. (dba RBC Brewin Dolphin) is the Ireland-based wealth management subsidiary of Royal Bank of Canada (NYSE; TSE: RY) in Canada. The firm is headquartered in Dublin and formerly known as Tilman Brewin Dolphin Wealth Ltd. RBC Brewin Dolphin provides personalized financial planning and investment management advice to individuals, financial advisers, business partnerships and charities.