Gene Salerno

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.

Schroder & Co., Ltd. is the international private banking subsidiary of Schroder Wealth Holdings Ltd., ultimately held by Schroders Plc (LON: SDR) in Great Britain. The firm is headquartered in London and was founded in 1988. Schroder & Co. provides investment management services to high-net worth individuals and their families. They offer comprehensive wealth management services, including alternative investments and absolute return products, complemented by banking and fiduciary services.

Baring Asset Management Ltd. (Barings UK) is the Great Britain-based subsidiary of Barings Europe Ltd., ultimately held by Massachusetts Mutual Life Insurance Co. in the US. Barings traces its origins to 1762 when it was founded in London as a firm of merchants and merchant bankers. They were an asset management pioneer in the UK and set up an Investment Department in 1955. In 1989, all of Barings' asset management activities were consolidated within Baring Asset Management. Headquartered in London, the firm manages assets on behalf of pension funds, pooled vehicles, governments, charities and high-net worth individuals. Barings UK offers a wide range of equity and fixed-income mutual funds in both domestic and international markets. They are a socially responsible investor which takes environmental and socially responsible investment issues into account and seek guidance from clients.

Ernst & Young Belgium provides accounting services. Its services include assurance, tax, advisory, transactions and strategic growth. The company is headquartered in Machelen, Belgium.

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.

Lazard Group LLC provides financial advisory, asset management, and other financial services. The firm offers services related to mergers and acquisitions, strategic advisory, middle market advisory, capital markets and capital structure advisory, sovereign advisory, restructuring, and private fund advisory. The company was founded in 1840 and is headquartered in New York, NY.

Nutmeg Saving & Investment Ltd. provides online saving and investment management services. It builds and manages the portfolio of its clients and assists is clients in taking various investment decisions that are related to equities, corporate bonds, gilts, and gold. The company was founded by Nicholas Walter Hungerford and William Robert Todd in 2011 and is headquartered in London, the United Kingdom.

Barclays Bank Plc (Private Banking) (BPB-UK) is the private banking division of Barclays Bank Plc, itself a subsidiary of Barclays Plc (LSE: BARC, ADR: BCS) in Great Britain. Founded in 1971, Barclays-PB is headquartered in London and offers wealth management products and services to high-net worth individuals, families and charities.

Twinfocus Ltd. is a multi-family office headquartered in Westminster, UK. The firm was founded in 2006 and is a subsidiary of Twin Focus Capital Partners LLC in the US. They offer comprehensive and bespoke family office solutions to ultra-high net worth which includes families, entrepreneurs, institutions, and professional investors from around the world.

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.

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.

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.

Messels Ltd. provides investment research. The private company is based in Godalming, UK. The British company was founded in 2004 by Tim D. Parker. Tim D. Parker has been the CEO since 2004.

Simpa Networks, Inc. develops portable solar home systems. The firm sells solar-as-a-service to energy-poor households and small medium enterprises in rural India. The company was founded by Michael Macharg, Paul Needham, and Jacob Winiecki in 2010 and is headquartered in Seattle, WA.

Newincco 1358 Ltd., also known as Style Analytics, is a British company that provides factor and ESG analytics to investment managers. The private company is based in London, UK. The company is now a part of Investment Metrics and serves some of the largest investment managers in the industry.

Part of Commerzbank AG, Kleinwort Benson, Inc. is a security brokers, dealers, and American flotation company.

Pathstore Ltd. provides business support services. The private company is based in London, UK. The British company was founded in 2001.

Guy''s & St Thomas'' Charity operates as an independent, place-based foundation. It works with Guy’s and St Thomas’ NHS Foundation Trust and others to improve the health of people in the London boroughs of Lambeth and Southwark. The company is headquartered in London, the United Kingdom.

Part of Hargreaves Property Holdings Ltd., Hargreaves Estates Ltd. provides property investment and development services. The company is based in Rustington, UK. The British company was founded in 1964. The CEO is Alastair Neil Skinner.

Style Analytics Ltd. provides global investment research and portfolio analysis applications. It specializes in holdings and returns based style, risk and performance analysis of portfolios, funds and markets and offer a variety of analysis and research services to professional investment institutions worldwide. The firm’s clients include investment managers, investment consultants, plan sponsors, multi-fund managers, private client firms, private banks, sovereign wealth funds, investment advisors, rating agencies, investment custodians, and independent investment data and analysis service providers. The company was founded in 1996 by Robert Schwob and is headquartered in London, the United Kingdom.