Dan Weale

Vermeer Investment Management Ltd. (Vermeer) is an asset management firm headquartered in London. The firm is a wholly-owned subsidiary of Vermeer Holdings LLP. They were founded in 2014 by Timothy Gregory. Vermeer manages Vermeer UCITS ICA for individual and institutional investors.

Quartet Capital Partners LLP (Quartet) is a boutique, Great Britain-based multi-asset investment manager headquartered in Richmond, Surrey. The firm was founded by Colin McInnes and Niels Jensen in 2009. Quartet provides discretionary investment management services for private investors, trusts and pension schemes in the UK and globally.

CCLA Investment Management Ltd. (CCLA) is an independent Great Britain-based specialist investment management firm headquartered in London. The firm was founded in 1987 and formerly known as Hackremco (No. 367) Ltd. and as Church, Charity and Local Authority Fund Managers Ltd. CCLA manages investments for charities, religious organizations and the public sector. They also offer segregated investment management for larger funds and do not offer services to private individuals.

Minnesota Steel Industries LLC manufactures steel. It incorporated the commercially available technology in mining, concentrating, pellet plant, DRI and electric arc steelmaking on a single site, making it one of the lowest cost steel producers in the world. The company is headquartered in St. Paul, MN.

James Hambro & Partners LLP (JH&P) is an independent asset management firm headquartered in London, UK. The firm was founded in 2009 by Charlie Underwood, Andrew Steel, Anthony Balniel and William van Straubenzee. JH&P provides discretionary and non-discretionary investment management services through separately managed accounts, listed funds and pooled investment vehicles for individuals, families, trusts 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.

LGT Wealth Management UK LLP (LGT WM UK) is the wealth management subsidiary of LGT UK Holdings Ltd., which is owned by LGT Group Foundation (LGT) in Liechtenstein. Previously known as Vestra Wealth LLP and as LGT Vestra LLP, the firm was founded in 2007 by Matthew Evans, Andrew Sims, David Scott and Ben Snee. In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in the firm, primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT WM UK. Headquartered in London, LGT WM UK provides wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (EEA).

Tilney Discretionary Portfolio Management Ltd. (TDPM) is the asset management subsidiary of Violin Bidco Ltd., which is ultimately held by Alexlux SARL. The firm is headquartered in London and was founded in 1964. TDPM provides financial planning and advisory for private individuals, families, charities and professionals.

Janus Henderson Investors UK Ltd. (JHI UK) is the wholly-owned global asset management subsidiary of Janus Henderson UK (Holdings) Ltd., ultimately held by Janus Henderson Group Plc (LON: 0RPW; NYSE: JHG) in Great Britain. The firm was founded in 1934 and formerly known as Henderson Global Investors Ltd. Headquartered in London, JHI UK is a client-centric, sustainable and responsible investor which provides investment management services to individuals, private banks, third party distributors, insurance companies, pension funds, government bodies, investment trusts, charities and corporate entities.

Cornelian Asset Managers Ltd. (Cornelian) is a Scottish specialist investment firm headquartered in Edinburgh. Founded in 1992, the firm was formerly known as Noble Asset Managers Ltd. and changed their name to Cornelian Asset Managers in 2005. They are a subsidiary of Cornelian Asset Managers Group Ltd., ultimately held by Brooks MacDonald Group plc (LON: BRK). Cornelian creates and actively manages high quality, diversified, multi-asset portfolios and risk-managed funds to clients ranging from individuals and their families to large pension funds and charities.

Blackfriars Asset Management Ltd. (Blackfriars) is the Great Britain-based, wholly-owned asset management subsidiary of The Hamon Investment Group Pte Ltd. in Hong Kong. Located in London, the firm was established in 1998 as part of WestAM. In 2006, BNY Mellon acquired 50% of WestAM to form WestLB Mellon Asset Management UK Ltd. Blackfriars is a specialist investment boutique. Their clients include savings banks, commercial banks, corporations, foundations, endowments, governments, central banks, insurance companies, mutual funds and pension funds. The firm manages segregated accounts and mutual funds including the Luxembourg-registered Compass umbrella fund.

Handelsbanken Wealth & Asset Management Ltd. (Handelsbanken) is a wealth management firm headquartered in London, UK. The firm was founded in 1988 and rebranded as Heartwood Wealth Management Ltd. in 2020. They became a direct wholly owned subsidiary of Handelsbanken Plc in 2013, which is ultimately owned by of Svenska Handelsbanken AB (STO: SHB.A, SHB.B) in Sweden. Handelsbanken manages portfolios for private clients and offers investment management services directly to charities, institutions and individuals through professional intermediaries.

Bordier & Cie (UK) Plc (Bordier UK) is the Great Britain-based, specialist investment management subsidiary of Bordier Holdings SA in Switzerland. Headquartered in London, the firm was founded by Jamie Berry in 1981 and formerly known as Berry Asset Management Plc. They changed their name to Bordier & Cie (UK) Plc in 2014. Bordier UK manages portfolios for private families, pension funds, trusts, charities, offshore bonds, livery companies, small institutions, welfare committees, and trustees.

James Allen's Girls' School provides educational services. The non-profit company is based in London, UK. The British company was founded by James Allen.

RBC Europe Ltd. is a wealth management firm headquartered in London, UK. The firm was founded in 1970 and is a subsidiary of Royal Bank of Canada Holdings UK Ltd., which is owned by Royal Bank of Canada (NYSE, TSE: RY) in Canada. RBC Europe provides wealth management, retirement planning, wealth strategies, annuities, insurance and credit solutions to wealthy clients and their families, and institutional clients.