Melanie C. Kennard

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.

Charles Stanley & Co. Ltd. (Investment Management) (Charles Stanley-IM) is the investment management division of Charles Stanley & Co. Ltd., an investment company headquartered in London, UK. The firm was founded in 1852 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF). Charles Stanley-IM provides bespoke investment portfolios and tailored financial advice to individuals, charities, institutions and professional advisers.

Apollo Multi Asset Management LLP provides investment advice. The private company is based in Reigate, UK, and has a global presence of subsidiaries in several regions. The British company was founded in 2008 by Craig Anthony Wetton and Steven Alan Brann.

Part of Premier Miton Group Plc, Miton Group Service Co. Ltd. is a British company that provides investment, corporate and administration services. The company is based in London, UK and was founded in 2013.

Part of Premier Miton Group Plc, Miton Trust Managers Ltd. is a British company that provides investment advice. The company is based in London, UK and was founded in 2002.

R.C. Brown Investment Management Plc (RCBIM) is an independent, institutional and retail investment management company based in Bristol, UK. Formally established in 1990, the firm is the continuation of the DRG in-house pension investment management team, which started operating in 1980. RCBIM offers tailored services to charities, pension funds, OEICS, onshore trusts and substantial private client portfolios.

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.

The Winchester Diocesan Board of Finance is a part of the Diocese of Winchester, which was founded in 676AD. The non-profit company is based in Alresford, UK. The Diocese serves a population of 1.27 million, with over 20,000 people attending worship in one of the 375 church buildings across 255 parishes. The Board of Finance supports the people, churches, schools, and communities across the Diocese. The British company provides resources and materials for the care and maintenance of Church Buildings, applying for faculties, and meetings of the Diocesan Advisory Committee. Andrew Ronald Robinson has been the CEO of the company since 2008.

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.

Part of The Investment Co. Plc, Abport Ltd. provides investment services. The company is based in Exeter, UK.

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.

Part of The Investment Co. Plc, New Centurion Trust Ltd. is a British investment company. The company is based in Dorking, UK. New Centurion Trust was acquired by The Investment Co. Plc on December 23, 2004 for $2.68 million.

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.

Bible Society Resources Ltd. is a British company that invites people to discover the Bible for themselves. The non-profit company is based in Westlea, UK. The company provides resources for studying, searching, comparing Bible versions, and commenting on them. The company also offers animated Bible verse images and resources for those new to the Bible. The CEO of the company is Paul Spencer Williams.

Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors.

AB Investment Solutions Ltd. (formerly MitonOptimal UK Ltd.) is an asset management firm headquartered in Bath, UK. The firm was founded by James Sullivan in 2014 and is a subsidiary of MitonOptimal International Ltd., ultimately held by Premier Miton Group Plc (LON: PMI). AB Investment Solutions offers Discretionary Fund Management and Fund Management Services to the retail and institutional markets.

8AM Global Ltd. is a British investment management company founded in 2020.

AVPE Investment Ltd. engages in the provision of investment services. The company was founded on October 19, 2010 and is headquartered in Bitton, the United Kingdom.

Edelweiss Holdings Plc operates as an investment holding company. The entity was founded in 1985 and is headquartered in Jersey, the United Kingdom.