Fred C. Moore

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.

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.

S.I.M. Partnership (London) Ltd. is based in London, UK. Part of JS International Holdings Ltd., S.I.M. Partnership (London) Ltd. is a holding company. Founded in 1996.

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.

Meridiem Investment Management Ltd. is the asset management subsidiary of Meridiem Investment Ltd., owned by Veritas Investment Partners Ltd. in Great Britain. The firm was formerly known as Veritas Investment Partners (UK) Ltd. Headquartered in London, Meridiem Investment Management provides discretionary investment service to private investors, smaller institutions and charities in the UK and internationally.

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.

Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies.

Artemis Investment Management LLP (AIM) is a Great Britain-based investment management firm headquartered in London with an additional office in Edinburgh. The firm was founded in 1997 and is a subsidiary of Artemis Strategic Asset Management Ltd., itself a subsidiary of Affiliated Managers Group, Inc. (NYSE: AMG) in the US. AIM manages a range of funds, investment trusts, hedge fund products, venture capital trusts, and pooled and segregated institutional portfolios for both retail and institutional investors.

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.

Close Asset Management (UK) Ltd., doing business as Close Brothers Asset Management (CBAM), is an investment management firm headquartered in London, UK. The firm is a subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group Plc (LON: CBG). The firm was formerly known as Close Investments Ltd. in 1994 and changed into their current name when Close Brothers Investment, Close Investment, Close Finsbury Asset Management, and Reabourne Technology Investment Management were reorganized into a single legal entity in 2009. CBAM provides a wide variety of financial advisory and investment management services to UK and international intermediaries, private individuals, and institutions such as pension funds. They also manage discretionary portfolios as well as a diverse range of investment products.

Aviva Investors Global Services Ltd. (AIGSL) is the wholly-owned asset management subsidiary of Aviva Investors Holdings Ltd., ultimately held by Aviva plc (LSE: AV, ADR: AV) in Great Britain. Previously known as Morley Fund Management Ltd., the firm was founded in 1973, merged with Norwich Union Investment Management Ltd. in 2000 and underwent restructuring in 2008. Headquartered in London, AIGSL provides investment management services and related advisory to various subsidiaries of the Aviva Group and external clients such as retail funds, pension funds, and other institutional investors.

Edison Investment Research Ltd. (Edison) is an investment research, investor relations and consulting firm headquartered in London, UK. The firm was founded by Stephen Rogers and Fraser Thorne in 2003. They are a subsidiary of Edison Global Ltd. Edison provides investment research to international investors, advisors and stakeholders.

Part of Insurance Australia Group Ltd., ERS DGB Ltd. functions as an investment holding British company. The company is based in London, UK. The company was founded in 2012. The CEO is Peter Antony Bilsby.

IQUW Syndicate Management Ltd. provides motor insurance services. It offers insurance for private cars, classic cars, vans, motorcycles, taxis, minibuses, fleets, haulage and agricultural vehicles. The firm operates through its offices located in Brentwood, London and Swansea. The company was founded in 1946 and is headquartered in Brentwood, the United Kingdom.

Fox-Pitt, Kelton Ltd. engages in providing investment advisory services. It is also underwriter of equity securities and actively serves as a strategic advisor providing advice on mergers & acquisitions, corporate restructurings and equity capital market transactions for banks, insurance companies and other financial services companies around the world. The company was founded in 1971 and is headquartered in London, the United Kingdom.

Rathbones Asset Management Ltd. (RAM) is the wholly-owned fund management subsidiary of Rathbones Group Plc (LON: RAT) in Great Britain. Originally founded as Laurence Keen Unit Trust Management Ltd. in 1989, the firm was acquired by the Rathbone Group in 1995 and was renamed Rathbone Unit Trust Management Ltd. in 1999. They became Rathbones Asset Management Ltd. in 2023. Headquartered in London, RAM manages the Rathbone family of equity and fixed-income funds for retail investors and segregated institutional accounts.

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.

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.

Capital International Ltd. (Capital UK) is the Great Britain-based investment subsidiary of Capital Group International Inc., itself a subsidiary of The Capital Group Cos., Inc. in the US. The firm do-business-as Capital Research & Management Co. (UK Branch). Headquartered in London, Capital UK was founded in 1982 and provides discretionary investment management services to segregated institutional clients in the UK and across Europe.

Pictet Asset Management Ltd. (Pictet AM) is an alternative investment management firm headquartered in London, UK. The firm was founded in 1980 and is wholly owned by Pictet Asset Management Holding SA, which is ultimately owned by Banque Pictet & Cie SA in Switzerland. Pictet AM provides discretionary investment management services on a global scale to a wide range of international institutional clients. Furthermore, the firm also acts as the investment adviser or sub-adviser to US-based investment companies and other regulated and unregulated collective investment schemes in international jurisdictions. Pictet AM adheres to the UN Principles for Responsible Investment (UNPRI).

Jupiter Asset Management Ltd. (JAM) is an investment management firm headquartered in London, UK. The firm was founded in 1985 and is a subsidiary of Jupiter Investment Management Group Ltd., ultimately owned by Jupiter Fund Management plc (LON: JUP). They were previously a subsidiary of Commerzbank AG until 2007 when their senior management acquired the firm through a management buyout. The firm offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. JAM is a signatory on a number of key initiatives such as the UN Principles for Responsible Investment.

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.

Part of American Express Co., American Express Ltd. is a company that provides credit card services. The company is based in Wilmington, DE.

Veritas Asset Management LLP (VAM), formerly known as Veritas Asset Management (UK) Ltd., is the wholly-owned fund management subsidiary of VAM Bidco Ltd., itself a subsidiary of Affiliated Mangers Group, Inc. (NYSE: AMG) in the US. The firm is headquartered in London and was founded in 2003. VAM manages both funds and segregated portfolios, with either long-only or long-short real return mandates. They specialize in Global and Asian equities and invest alongside clients to align interests. Their clients include institutions, charitable trusts and private clients, primarily high-net worth individuals.

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).

Waverton Investment Management (Waverton) is the Great Britain-based investment management subsidiary of Waverton Investment Management Group Ltd., ultimately held by Somers Ltd. (BH: SOMS) in Bermuda. The firm was founded by Richard Hambro in 1986 as J.O. Hambro Investment Management Ltd. They changed their name to Waverton Investment Management Ltd. in 2014. Headquartered in London, Waverton provides discretionary investment management services to private clients such as individuals, charities, trusts and collective investment schemes (funds).

SG Kleinwort Hambros Bank Ltd. (Kleinwort Hambros) is the Great Britain-based wealth management arm of Société Générale SA (EPA: GLE) in France. Formerly known as SG Hambros Bank & Trust Ltd., they became SG Hambros Bank Ltd. in 2007 when Hambros Bank acquired the London private banking business of ABN AMRO Bank NV. In 2017, the firm changed their name to SG Kleinwort Hambros Bank Ltd., following the purchase of Kleinwort Benson by Societe Generale Private Banking Hambros (SGPB Hambros) in June 2016, and its subsequent merger with SGPB Hambros. Headquartered in London, Kleinwort Hambros was founded in 1969 and offers a wide range of wealth management services to individuals, families, entrepreneurs, trusts and charities.

GLG Partners LP (GLG) is an independent alternative investment management firm headquartered in London, UK. The firm was founded in 1995 by Noam Gottesman, Pierre Lagrange and Jonathan Green as a hedge fund division within Lehman Brothers Holdings Inc. GLG offers advisory or sub-advisory services to non-US and US institutional managed accounts and pooled investment vehicles on either a discretionary or non-discretionary basis.

Point72 Europe (London) LLP (P72) is a hedge fund manager headquartered in London, UK. The firm was founded in 2015 and is a subsidiary of Point72 Asset Management LP, ultimately owned by Point72 Capital Holdings LP in the US. P72 is a sub-investment manager to certain affiliated investment management entities based outside the UK.

HSBC Bank Plc (Broker) (HSBC Bank-Broker) is the broker/dealer division of HSBC Bank Plc, which is owned by HSBC Holdings Plc (LON: HSBA; NYSE: HSBC) in Great Britain. Headquartered in London, HSBC Bank-Broker was founded in 1880 and offers bespoke brokerage services across every major asset class for their corporate and institutional clients.

Triton Investment Management Ltd (Triton Partners) is a private equity subsidiary of Triton Investments Advisers LLP founded in 1998. The firm is headquartered in Oksigen, Luxembourg.

Part of UBS Group AG, SG Warburg & Co. Ltd. provides security brokerage services.

SIS Ventures Ltd. (SIS Ventures) is a Venture Capital firm, a subsidiary of Social Investment Scotland founded in 2018. The firm is headquartered in Edinburgh, UK.

Stanhope Capital LLP is an investment management firm headquartered in London, UK. It was founded in 2004 and is a direct subsidiary of Stanhope Capital Management Ltd., ultimately owned by Stanhope Capital (Cayman) Ltd. in Cayman Islands. The firm provides asset management and advisory services to private clients, corporations and non-profit organizations around the world with respect to wealth management, consulting, alternative investments and merchant banking. Stanhope Capital is a signatory of the UN Principles for Responsible Investment (UNPRI).

The Foyle Foundation is an independent grant-making trust that distributes funds to charities. The non-profit company is based in London, UK. The British company was founded in 2000. The CEO is David Hall.

Stanhope Capital LLP /Private Equity/ (Stanhope Capital) is a private equity firm, a subsidiary of Stanhope Capital LLP founded in 2004. The firm is headquartered in London, United Kingdom.

M&G FA Ltd. provides fund management service. It provides investments in retails markets as well for institutional investors. It offers asset management, pension funds, wealth management and insurance services. The company is headquartered in London, the United Kingdom.

Man Group Investments Ltd. (MGI) is the asset management subsidiary of Man Investments Finance Ltd., which is ultimately owned by Man Group Plc (LON: EMG) in Great Britain. Formerly known as GLG Partners UK Ltd., the firm was founded in 1995 as the UK arm of Société Générale Asset Management SA in Paris. In 2009 they were acquired by GLG Partners, which was subsequently acquired by Man Group in 2010. Headquartered in London, MGI provides a comprehensive range of alternative, traditional long-only and hybrid investment products and services for public sector entities, foundations, sovereign wealth funds, financial institutions and high-net worth individuals.

UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients.

Lazard Asset Management Ltd. (UK) (Lazard AM-UK) is the Great Britain-based asset management subsidiary of Lazard Asset Management (UK) Holdings Ltd., ultimately held by Lazard Ltd. (NYSE: LAZ) in the US. Founded in 1953, the firm is headquartered in London and provides investment management and advisory services to institutional clients, financial intermediaries, charities, family offices, private clients and investment vehicles around the world. Lazard AM-UK offers a comprehensive range of UK onshore and offshore funds that provide access to investment opportunities in major markets worldwide.

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.