Mark Beattie

M&G Investment Management Ltd. (MAGIM) is the asset management subsidiary of MG FA Ltd., ultimately owned by M&G Plc (LON: MNG) in Great Britain. Formerly known as Prudential Investment Management Ltd., the firm was founded in 1968 and is headquartered in London. MAGIM provides investment management for a broad range of clients, with a product range that includes segregated mandates for institutions as well as retail mutual funds for individuals.

Martin Currie Investment Management Ltd. (MCIM) is the Great Britain-based investment management subsidiary of Martin Currie Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. The firm was founded in 1978 and is headquartered in Edinburgh. MCIM performs investment management, dealing, investment support, sales and marketing and platform functions for the Martin Currie group. The firm manages active-equity portfolios for a global client base of financial institutions, charities, foundations, endowments, pension funds, family offices, government agencies and investment funds.

First Sentier Investors (UK) IM Ltd. (FSIIM) is the wholly-owned, Great Britain-based specialist asset management subsidiary of S.I. Holdings Ltd., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Headquartered in Edinburgh, the firm was founded in 1970 and formerly known as First State Investment Management (UK) Ltd. FSIIM provides discretionary investment management and portfolio management services to a range of institutional clients and funds.

Citigroup Global Markets Ltd. (CGML) is an international broker-dealer firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Citigroup Global Markets Holdings Bahamas Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. CGML has a major presence in the international financial markets as a dealer, market-maker and underwriter in equity and fixed income securities and offers risk-based solutions to producers and investors in commodity markets. They also provide corporate finance services to a wide range of corporate, institutional and government clients. Their trading activities encompass cash, exchange traded and OTC derivative markets.

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).

BNP Paribas Asset Management Europe SAS (BNP Paribas France) is the investment management subsidiary of BNP Paribas SA (EPA: BNP). Headquartered in Paris, the firm was founded in 1980. BNP Paribas France provides discretionary and pooled investment management for French and international private individuals, companies and institutions.

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.

AXA Investment Managers UK Ltd. (AXA IM-UK) is the UK-based investment subsidiary of AXA Framlington Group Ltd., itself a subsidiary of AXA SA (XP: CS, ADR: AXAHY) in France. The firm is headquartered in London and was founded in 1979. AXA IM-UK manages a diverse range of pooled funds and offers tailor-made investment products for liability management. They specialize in institutional pension fund management and individual retirement savings products.

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.

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.

J.O. Hambro Capital Management Ltd. (JOHCM) is an investment management firm headquartered in London, UK. The firm was founded by James Hambro in 1993 as an independently managed boutique, and was acquired by Pendal Group Ltd., formerly BT Investment Management Ltd., in 2011. In 2023, Perpetual Limited (ASX: PPT) – an ASX-listed, global diversified financial services company in Sydney, Australia – acquired Pendal Group, including JOHCM. The firm provides discretionary investment advisory services across a diverse range of equity strategies through pooled vehicles (or investment funds) and to clients that establish separately managed accounts.

Nikko Asset Management Europe Ltd. (Nikko AME) is a fund management firm headquartered in London, UK. The firm was founded in 1984 and is a subsidiary of Nikko AM Global Holdings Ltd., ultimately held by Sumitomo Mitsui Trust Holdings, Inc. (TSE: 8309) in Japan. Nikko AME manages investment products for institutional investors as well as pooled investment vehicles, which includes Japanese Investment Trusts, US registered investment companies, insurance companies and Nikko AM group affiliates.

BT Pension Scheme (BTPS) operates pension/retirement funds. It is managed and administered by BT Pension Scheme Trustees Limited on behalf of the members in accordance with the terms of the Trust Deed of the Scheme and of all relevant legislation. The BT Pension Scheme (BTPS) is the UK's largest private sector pension scheme. The BT Pension Scheme is a 'Defined Benefit' arrangement. This type of pension scheme is also known as a 'Final Salary' scheme because the pension you earn as a member is calculated as a fraction of your final earnings, for each year of membership. BTPS is an exempt approved scheme under the Income and Corporation Taxes Act 1988

Universities Superannuation Scheme Ltd. (USS) is a pension scheme headquartered in Liverpool, UK. The firm was founded in 1974 to administer both defined (DB) and other benefits and defined contributions (DC) pensions. USS provides retirement benefits to various members across 330 institutions in the higher education sector.

JPMorgan Securities Plc is a brokerage firm headquartered in London, UK. The firm was founded in 1992 and is a wholly-owned subsidiary of JP Morgan Capital Holdings Ltd., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities provides market research, proprietary pricing data and analytics, and trade execution across multiple asset classes such as credit, equities and FX. They help institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets.

State Street Global Advisors Ltd. (SSGAL) is an investment management firm headquartered in London, UK. Founded in 1990, the firm is a wholly-owned subsidiary of State Street Global Advisors International Holdings Inc., ultimately held by State Street Corp. (NYSE: STT) in the US. SSGAL offers a variety of asset management solutions to pension funds, investment management companies, insurance companies, central banks, and family offices.

Argent Group Ltd. develops and invests in commercial properties. It develops commercial properties like offices, distribution centers, civic facilities and commercial centers in United Kingdom. The company was founded by Michael Freeman, Clara Freeman and Peter Freeman in 1981 and is headquartered in London, the United Kingdom.

Fiera Capital (UK) Ltd. (Fiera UK) is the wholly-owned, Great Britain-based asset management subsidiary of Fiera Capital Europe Ltd., which is wholly-owned by Fiera Capital Corp. (TSE: FSZ) in Canada. The firm was founded by Andrew Pegge in 1995 as Regent Kingpin Capital Management Ltd. They were also formerly known as Charlemagne Capital (UK) Ltd. Headquartered in London, Fiera UK provides investment advisory and investment management services to a range of mutual funds, pension/profit sharing plan clients (but not the plan participants) and other financial institutions. The firm is a signatory to the UN Principles for Responsible Investment (UNPRI) and considers environmental, social and corporate governance issues when constructing portfolios.

PIMCO Europe Ltd. (PIMCO-Europe) is the Great Britain-based subsidiary of PIMCO Global Advisors LLC, ultimately held by Allianz SE (FR: ALV; ADR: AZSEY) in Germany. Established in 1997, PIMCO-Europe is headquartered in London with additional branches in Europe and global offices in Asia, Australia, and the Americas. The firm provides fixed-income investment management services to clients in Great Britain, Europe and the Middle East. In addition to corporate pension funds, their clientele includes foundations, endowments, public retirement plans, central banks and corporate treasury departments. They also serve retail and high-net worth individuals. PIMCO Europe manages discretionary accounts, institutional funds and mutual funds. The firm is involved in the institutional wholesale business, and sub-advises portfolios for third-party fund-of-fund managers.

Kuwait Investment Office (KIO) is the Great Britain-based branch office of government-owned Kuwait Investment Authority (KIA). The firm was founded in 1953 as the Kuwait Investment Board with a mandate to invest surplus oil revenue and reduce Kuwait’s reliance on a single finite resource. They became an autonomous body in 1982. Headquartered in the City of London, KIO actively manages funds entrusted to the KIA by the Minister of Finance for and on behalf of the State of Kuwait.

Fiera Capital /Asia/ is a private equity firm ,founded in 2001 by Robert D. Petty and Amit Gupta. The firm is headquartered in Hong Kong.

Federated Hermes Ltd. is the Great Britain-based investment management subsidiary of Federated Holdings UK II Ltd., which is ultimately held by Federated Hermes, Inc. (NYSE: FHI) in the US. The firm was founded in 1983 and formerly known as Hermes Fund Managers Ltd. Headquartered in London, Federated Hermes provides specialized capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and proven liquidity-management solutions to investors around the world.

Part of Federated Hermes, Inc., Hermes Alternative Investment Management Ltd. is a leader in active, responsible investment. Founded in 1995, the company is based in London, UK. Guided by the conviction that responsible investing is the best way to create long-term wealth, the British company provides services to professional investors and is committed to providing accurate information to prevent fraud.

CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year.

Bloodwise is a charity organization that funds research for blood cancers. The non-profit company is based in London, UK. The British company was founded in 1960 by Hilda Eastwood and David Eastwood. The CEO is Gemma Peters.

BT Pension Scheme Management Ltd. (BTPSM) is the investment manager of the BT Pension Scheme (BTPS), a defined benefit pension scheme for employees, former employees and dependents of BT Group Plc (BT) (LON: BT.A) and some of its associated companies. Headquartered in London, the firm was founded in 2004 and is ultimately owned by BT. BTPSM is the primary service provider (investment advisors, funding and fiduciary management services, covenant oversight, member services, operational and secretariat services) to BTPS.

USS Investment Management Ltd. (USS-IM) is the wholly owned investment management subsidiary of Universities Superannuation Scheme Ltd. (USS), the final salary scheme for higher education employers in Great Britain. USS-IM is the principal investment manager and advisor to the scheme. Headquartered in Liverpool, the firm was founded in 1997.

Caledonia Investments Plc (Investment Management) (Caledonia Investments-IM) is the investment management division of Caledonia Investments Plc (LON: CLDN), an investment trust company headquartered in London, UK. Founded in 1928, Caledonia Investments-IM manages assets across an international, multi-asset portfolio, with a focus on companies that have the potential to generate exceptional long-term shareholder value.

OCL Capital LLP is an independent investment management firm headquartered in London, UK. The firm was founded by Cian O'Carroll in 2012. OCL provides investment advisory services to individuals and institutional investors.

Western Heritable Ltd. is a British company that provides real estate related services. The private company is based in London, UK. The company was founded in 2015.

Part of Mactaggart Heritable Ltd., Mactaggart Investment Co. Ltd. is a British company that provides real estate services. The company is based in London, UK and was founded in 2017.

Part of Milligan Holdings Ltd., Milligan Ltd. is a real estate developer based in London, UK. The British company has offices in multiple locations and is known for its innovative and agile approach to development. The company's vision is to revitalize towns and cities, creating inspired and thriving places. The CEO of the company is John Milligan.

Mactaggart Heritable Ltd. is a British real estate company founded in 2015. The private company provides real estate services and is based in London, UK. and has subsidiaries in United Kingdom.

Lipton Rogers Developments LLP is a real estate development business that focuses on major projects in and around central London. The private company was formed by the co-founders of Stanhope, Sir Stuart Lipton, and Peter Rogers, who have been driving the force behind many of the major iconic developments in London for over thirty years. The company is based in London, UK. The British company has a formidable operating platform for the origination and delivery of major development and regeneration opportunities, with the addition of the market-leading investment and finance capabilities of Rupert Clarke as managing partner. Lipton Rogers has developed more than 30m sqft of major commercial and mixed-use projects in and around central London, frequently presenting significant complexities and challenges where the company has used their creative planning, design, and construction solutions to deliver exceptional results. The CEO of the company is Rupert James Clarke.

Mactaggart Hotel Holdings Ltd. is a British company that owns and operates hotels. The private company is based in London, UK. and has subsidiaries in United Kingdom. Mactaggart Hotel Holdings was founded in 2015.

Founded in 1988, Western Heritable (Star) Ltd. is a British real estate company that engages in buying and selling properties. The company is based in London, UK and is a part of Mactaggart Heritable Ltd.

Firstbase, Inc. is a physical OS for remote teams. The company is headquartered in New York, NY.

Marathon Asset Management Ltd. (dba Marathon-London) is an independent investment management firm headquartered in London, UK. The firm was founded by Neil M. Ostrer in 2019. Marathon-London provides discretionary investment management services to corporate pension and profit-sharing plans, charitable institutions, foundations, educational institutions, endowments, state and government entities such as sovereign funds, registered mutual funds, pooled investment vehicles such as non-US funds which includes undertakings for collective investment in transferable securities, alternative investment funds plus other institutional investors and corporations.