Alex F. Roe

Schroder Investment Management Ltd. (SIM) is the wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately held by Great Britain-based Schroders Plc (LSE: SDR, ADR: SHNWY). Established in 1985, SIM is headquartered in London and caters to a range of clients such as corporations, insurance firms, local and public authorities, charities, pension funds, high net-worth individuals and retail investors.

Newton Investment Management Ltd. (Newton) is the wholly-owned, Great Britain-based investment management subsidiary of Newton Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) (BNY Mellon) in the US. The firm was founded in 1978 as a joint venture with Scottish insurance broker Reed Stenhouse. In 1986 they were acquired by Alexander & Alexander and were renamed Newton Investment Management. Headquartered in London, Newton provides investment products and services to a wide range of clients, such as pension funds, charities, corporations and individuals (via BNY Mellon). Newton is a signatory to the UN Principles for Responsible Investment (PRI).

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.

Edmond de Rothschild Private Merchant Banking LLP (ERPMB) is a wealth management firm headquartered in London, UK. The firm is a subsidiary of Edmond de Rothschild (UK) Ltd., ultimately held by Edmond de Rothschild Holding SA in Switzerland. ERPMB was founded in 2012 and provides investment advisory services to their clients.

Harris (Belmont) Charity was founded in 2012 and is based in Cambridge, UK. The British company's focus is on an elegant 18th century house that offers stunning views over the rolling Kentish North Downs. The kitchen garden, originally designed by Lady Arabella Lennox-Boyd, features beautiful Victorian greenhouses and a variety of fruits including figs, hops, soft fruits, and traditional apple and pear varieties. The walled garden is an intimate enclosed garden with long borders containing an abundance of annuals and perennials.

Cadogan Settled Estates Ltd. provides all other business support services. The private company is based in London, UK and has subsidiaries in United Kingdom.

Arbion Ltd. is a wealth management firm headquartered in London, UK. Formerly known as Signia Wealth Ltd., the firm was founded by Gautam Batra and Nathalie Dauriac-Stoebe in 2009 as True Wealth Ltd. They are a subsidiary of Arbion Holdings Ltd. Arbion targets the ultra-high net worth market and was formed to provide a full wealth and investment management service to private individuals, their families and institutional clients.

Gresham House Plc (Investment Management) (GH-IM) is the mutual fund manager division of Gresham House Plc (Investment Management) founded in 1857. Headquartered in London, GH-IM provides direct investment and customized investment solutions.

Gresham House Asset Management Ltd. (Gresham House) is a private equity firm, a subsidiary of Gresham House Holdings Ltd. founded in 2000. The firm is headquartered in London, the United Kingdom.

Noriker Power Ltd. develops flexible generation assets, with a portfolio of hybrid power sites, supporting the transition to a renewable future. The company was founded on July 7, 2015 and is headquartered in Gloucester, the United Kingdom.

Aurelian Oil & Gas Ltd. explores and produces oil and gas. It evaluates, explores and develops the onshore hydrocarbon resources and applies conventional technologies to underexplored proven hydrocarbon systems. The firm focuses on Central Europe with licenses in Poland, Slovakia, Romania and Bulgaria. The company was founded by Michael Denys Seymour in 1982 and is headquartered in London, the United Kingdom.

Leeds Castle Foundation is a historical site that showcases the lives of those who owned and commanded Leeds Castle throughout generations. The non-profit company is based in Maidstone, UK, and has subsidiaries in the United Kingdom. The restoration and conservation projects of the castle are essential in preserving its unique history for future generations. The foundation also hosts a variety of events throughout the year, making it an exciting destination for visitors. The British company was founded in 1974, and Helen Bonser-Wilton has been the CEO of the company since 2021.

Stonehage Fleming Family & Partners Ltd. provides wealth management services. It offers succession and governance, family business advisory, wealth planning, insurance services, investment management, corporate finance, art management, and property advisory. The company was founded in 1976 and is headquartered in London, the United Kingdom.

S14 Capital SARL provides investment advice. The private company is based in Aix-en-Provence, France and was founded in 2019.

Part of Société Générale SA, Sogécapital Bourse is a brokerage firm based in Casablanca, Morocco. Sogécapital Bourse provides brokerage services. The Moroccan company was founded in 1995. The CEO is Widad Azzam Lahlou.

Moneta Asset Management SAS (Moneta) is an independent mutual fund manager headquartered in Paris, France. The firm was founded by Romain Burnand and Patrice Courty in 2003. Moneta provides equity portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies.

North Rock Capital Management (UK) LLP is an investment holding British company founded in 2020. The company is based in London, UK.

The National Gallery Trust provides charity services. The non-profit company is based in London, UK.

HSBC Global Asset Management (UK) Ltd. (HSBC GAM-UK) is the wholly owned asset management subsidiary of HSBC Global Asset Management Ltd., ultimately part of HSBC Holdings plc (LON: HSBA, ADR: HSBC) in Great Britain. Headquartered in London, HSBC GAM-UK was founded in 1985 and acts as a discretionary investment manager that offers a wide range of investment solutions across equity, fixed income, liquidity and multi-asset strategies. Their clients include the Group’s retail and private banking customers, financial intermediaries and distributors and institutions.

The Investment Association provides investment services. It also offers trainings and seminars. The company was founded on October 13, 1959 and is headquartered in London, the United Kingdom.

RWC Asset Management LLP (RWC) is the alternative asset management subsidiary of RWC Partners Ltd. in Great Britain. The firm was founded by John H. Innes in 2007 as MPC Asset Management LLP. Headquartered in London, RWC primarily provides discretionary investment advisory services to pooled investment vehicles as well as separately managed accounts.

Part of Schroders Plc, Schroder Investment Management North America Ltd. (UK) is a British company that provides investment advice. The company is based in London, UK and was founded in 1989.

FCLT Global engages as a non-profit organization that develops research and tools that encourage long-term investing. The company was founded by Mark D. Wiseman in 2013 and is headquartered in Boston, MA.

Scottish Widows Schroder Wealth Holdings Ltd. provides wealth management services. The company was founded on December 11, 2018 and is headquartered in London, the United Kingdom.

Benchmark Capital Ltd. provides investments advisory services in technology companies. The company is headquartered in Horsham, the United Kingdom.

Rothschild & Co. Wealth Management (UK) Ltd. (RCWM-UK) is a Great Britain-based wealth management firm headquartered in London. The firm is a subsidiary of Rothschild & Co. Wealth & Asset Management SAS, itself a subsidiary of Rothschild & Co. SCA (EPA: ROTH) in France. The firm originated in 1973 and was formally founded in 2002. RCWM-UK offers asset management services primarily to high-net worth individuals, trusts, companies, charities, and pensions.

Growthdeck Ltd. provides equity investment platform. It offers investors more investment experience transparency to data in the United Kingdom crowdfunding industry. The firm undertakes professional grade due diligence in selecting potential investee companies and offers proper protection for minority shareholders. The company was founded by Gary Robins and James Wrighton and is headquartered in London, the United Kingdom.

Thornhill Holdings Ltd. provides asset and wealth management services. The company was founded in 1985 and is headquartered in London, GB.

RWC Partners Ltd. provides investment advisory services. Its activities portfolio include convertible bonds, European equity, Japan active engagement, equity income, emerging and frontier market equity, and global horizon equity. The company was founded by Chris Simon Maude, John Hugh Innes, and Mark Robert Hadsley-Chaplin in 2000 and is headquartered in London, the United Kingdom.