Adam Montanaro

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.

abrdn Investment Management Ltd. (AIM) is the wholly-owned investment management subsidiary of Standard Life Investments Holdings Ltd., itself a wholly-owned subsidiary of abrdn Plc (LON: ABDN) in Great Britain. Formerly known as Standard Life Investments Ltd., the firm was founded in 1990 as the dedicated investment arm of the Standard Life group. Headquartered in Edinburgh, AIM is a socially responsible investor which offers Standard Life Ethical Funds for investors concerned about environmental and social issues. Their flagship is the UK Select Fund.

The Chartered Governance Institute provides governance and compliance services. The company was incorporated by Royal Charter in 1891 and is headquartered in London, the United Kingdom.

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.

Credit Suisse Asset Management Ltd. (CSAM) is the wholly-owned, Great Britain-based asset management subsidiary of Credit Suisse Asset Management (UK) Holding Ltd., itself a subsidiary of Credit Suisse Group AG (SWX: CSGN, NYSE: CS) in Switzerland. Founded in 1982, the firm is headquartered in London and offers a wide range of investment products and functions across asset classes and investment styles for various clients including governments, institutions, corporations and private individuals.

abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world.

abrdn Alternative Investments Ltd. (AAI) is the wholly owned asset management subsidiary of Aberdeen Asset Investment Group Ltd. and their ultimate parent is abrdn Plc (LON: ABDN, ADR: SLFPF) in Great Britain. Formerly held by Lloyds Banking Group plc (LSE: LLOY), Aberdeen Asset Management plc entered into a strategic alliance with Lloyds Banking Group plc in 2013, acquiring AAI and their related private equity and infrastructure fund management businesses. Formerly known as Aberdeen Asset Investments Ltd., the firm was founded in 1964 and is headquartered in London. AAI provides investment solutions to private individuals, financial institutions, charities, investment trusts and corporate and local government pension funds in Great Britain and worldwide.

Van Lanschot Kempen Investment Management (UK) Ltd. (Van Lanschot Kempen UK) is a mutual fund management firm headquartered in London, UK. Formerly known as Kempen Capital Management (UK) Ltd., the firm was founded in 1993 and is a wholly-owned subsidiary of Kempen & Co. NV, ultimately held by Van Lanschot Kempen NV (AMS: VLK) in The Netherlands. Van Lanschot Kempen UK provides asset management services for institutional investors, foundations and high net-worth private clients, through mandates and investment funds.

Nomura Asset Management U.K. Ltd. (NAM-UK) is the Great Britain-based alternative investment management subsidiary of Nomura Asset Management Co., Ltd., which is owned by Nomura Holdings, Inc. (TYO: 8604; NYSE: NMR) in Japan. Headquartered in London, the firm was founded in 1984 as Nomura Investment Management Co., Ltd. NAM-UK manages funds for institutional clients worldwide, which includes government agencies, public and private pension funds, multinational corporations, insurance companies and financial institutions.

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.

Zouk Capital LLP (Zouk Capital) is an independent venture capital firm founded in 1999 by Samer Souhail Salty. The firm is headquartered in London, United Kingdom.

Oxford Insurance Brokers Ltd. provides insurance brokerage services. Its products include cargo, casualty treaty, construction, financial institutions, personal accident. The company was founded by Neill Cotton in 1999, and is headquartered in London, the United Kingdom.

Besso Holdings Ltd. provides insurance brokerage services. Its services include advance fee services, alternative risk transfer, binders and facilities, captive management, claims, open market risks and reinsurance. The firm’s products include aviation, casualty, international, marine, optex, professional and financial risks and property. The company was founded in 1967 and is headquartered in London, the United Kingdom.

CBC UK Ltd. provides insurance brokerage services. It offers corporate, property investor, professional liabilities, credit insurance and bonds and international risk services. The company was founded in 1985 and is headquartered in London, the United Kingdom.

BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. The firm is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BIM-UK was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, including the iShares exchange traded funds business. The combined firm operates under the BlackRock name and has retained the iShares brand. BIM-UK manages a family of mutual funds and acts as sub-advisor to other mutual and pension funds. They also offer alternative investments and managed accounts for individual and institutional clients.

LEBC Group Ltd. provides financial advisory services. Its services include solicitor support and accountant support services. The company was founded by Nigel Andrew Stallworthy in May 2000 and is headquartered in Leeds, the United Kingdom.

PGIM Ltd. is the Great Britain-based investment management subsidiary of PGIM Financial Ltd., ultimately held by Prudential Financial, Inc. (NYSE: PRU) in the US. Formerly known as Pramerica Investment Management Ltd., the firm was founded in 1999 and changed their name to PGIM in 2016. PGIM is headquartered in London and offers a range of fixed income strategies and products to a variety of affiliated and unaffiliated global institutional clients.

Liberum Capital Ltd. (Liberum) is a brokerage firm headquartered in London, UK. The firm was founded by Shane Le Prevost in 2007 to provide a different style of broking. They were acquired by Panmure Liberum Ltd. from TN Holdings (BVI) Ltd. in 2024. Headquartered in London, Liberum provides trading and execution services for institutional clients. They bring liquidity into the niches that matter and are market-makers in various large, mid and small-cap stocks.

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.

MB Insurance Group Pty Ltd. provides insurance and underwriting services. It specializes in the development of products for niche markets and handles claims. The firm’s products include prestige motor and travel insurance. The company was founded in 1989 and is headquartered in Sydney, Australia.

The Education Service Center Region 12 is a nonprofit service organization devoted to supporting educators and school personnel in their efforts to increase student achievement. It offers business information services and finance, career and technical education, e-rate consulting, federal programs, general education, child nutrition, data management and technology services, counseling and school health, special education, and other related programs and services. The company was founded in 1967 and is headquartered in Waco, TX.

Part of Innisfree Ltd., Healthcare Support (Newcastle) Holdings Ltd. engages in the construction of commercial buildings. The company is based in Swanley, UK.

Oxford Insurance Group Ltd. provides insurance brokerage services. The company was founded on November 17, 2000 and is headquartered in London, the United Kingdom.

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.

Peel Hunt LLP is an independent securities brokerage firm headquartered in London, UK. The firm was founded in 1989 as a market liquidity provider to retail and institutional investors. They provide bespoke dealing and execution services for institutional asset managers, registrars, private client wealth managers and private banks.

Founded in 1989, B.P. Marsh & Co. Ltd. is a specialist private equity investor in early stage financial services businesses. The company is based in London, UK. Part of B.P. Marsh & Partners Plc, the British company considers investment opportunities both domestically and internationally.

Kentro Capital Ltd. engages in the provision of underwriting portfolio management and insurance services. It offers financial lines, reinsurance, trade credit, accident and health insurance, travel insurance, and marine insurance products. The company was founded by Colin Thompson, Ian Whistondale, and Hugh Morland in 2008 and is headquartered in London, the United Kingdom.

Vpon, Inc. provides mobile advertising services. It offers solutions to broadcast ads in mobile devices such as iPhone/Android. The company was founded by Junjie Huang and Yihong Wu in 2008 and is headquartered in Shanghai, China.

Aberdeen Asset Managers Ltd. (Private Equity) is an Independent Private Equity firm founded in 2013. The firm is headquartered in London.

ATC Insurance Solutions Pty Ltd. provides underwriting agency services. The company is based in Melbourne, Australia. and has subsidiaries in Australia. The Australian company was founded in 2006. The CEO is Chris Anderson.

Mark Edward Partners LLC operates as an insurance brokerage firm. The firm offers personal insurance, life insurance, estate planning, and other financial services. It serves corporations, non-profit organization, financial, individuals and families, and sports and entertainment industries. The company was founded by Mark E. Freitas and is headquartered in New York, NY.

Bastion Reinsurance Brokerage (Pty) Ltd. provides reinsurance broking and advisory services. It offers reinsurance, advisory, existing and start up UMAs. The company was founded by Lance Wilfred Brogden and Ian Snowball in May 2013 and is headquartered in Johannesburg, South Africa.

EC3 Brokers Ltd. engages in the provision of independent insurance and reinsurance advice. It specializes servicing reinsurance and program for clients. The company is headquartered in London, the United Kingdom.

Ag Guard Pty Ltd. provides agricultural insurance services. The company is based in Crows Nest, Australia. The Australian company was founded in 2013 by Alex Cohn. Alex Cohn has been the CEO since 2013.

Be Power SpA is a holding company, which engages in the management of electricity grid and provision of charging services in the energy market. It manages and owns charging infrastructure networks; trades and purchases electricity through virtual power plant technology; and provides corporate electric car sharing services through its subsidiaries. The company is headquartered in Milan, Italy.

EC3 Brokers Group Ltd. is an investment holding British company founded in 2017. The private company is based in London, UK.

Part of Arch Capital Group Ltd., Verve Risk Services Ltd. is a provider of professional and management liability insurance solutions. The company is based in London, UK and was founded in 2023.

Founded in 2017, B.P. Marsh (North America) Ltd. is a subsidiary of B.P. Marsh & Partners Plc and functions as an investment holding British company. The company is based in London, UK.

Vpon Big Data Group is a Taiwanese company that helps other companies discover opportunities through the use of data. The private company is based in Taipei, Taiwan. The company provides reliable data, smarter analysis, and precise planning for measurable results. The company was founded in 2008 by Yi Hong Wu, who has been the CEO since 2008.

Liberty Charge Ltd. engages in the provision of power and connectivity infrastructure for on-street electric vehicle (EV) charging. The company is headquartered in London, the United Kingdom.