James Alexander David Mercier

Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015.

Sanlam Investments UK Ltd. (Sanlam UK) is the Great Britain-based specialist equity investment management subsidiary of Sanlam Investment Holdings UK Ltd., ultimately owned by Sanlam Ltd. (JSE: SLM) in South Africa. The firm was founded in 2006 by Derrick Dunne, Ted Williams, Chris Rodgers and Tom Carroll. Headquartered in London, Sanlam UK manages a number of pooled funds and segregated accounts for institutional and retail clients.

GBIM Ltd. is an investment management firm headquartered in Salisbury, UK. The firm is a subsidiary of Hawksmoor Group Ltd., ultimately held by The Carlyle Group, Inc., in the US. They were founded by Bertie Gore Browne, Elizabeth Pollard, John MacMahon, and Simon James in 2004. Formerly known as Gore Browne Investment Ltd., GBIM provides investment services for private clients, family trusts, charities, pension funds, and professional advisers.

Hawksmoor Investment Management Ltd. (Hawksmoor) is an investment management firm headquartered in Exeter, UK. The firm was founded by John C. Crowley in 2008 and is a subsidiary of Hawksmoor Group Ltd. Hawksmoor provides discretionary management services for private investors which includes trusts, pension schemes and charities. They also manage multi-asset funds-of-funds and a series of risk-based model portfolios for financial advisers.

Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients.

Close Asset Management Ltd. (Close AM) is the asset management subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group plc (LSE: CBG, ADR: CBGPY) in Great Britain. The firm was founded in 1982 and does business as Close Brothers Asset Management. Headquartered in London, Close AM provides a bespoke investment management service to private clients, trusts and corporates.

Alder Investment Management Ltd. (Alder) is an independent Great Britain-based investment management firm which was founded in 2000 and specializes in systematic currency fund management. Located in London, Alder's clients include international banks, pension funds, life assurance companies, fund of funds and asset management companies.

Atomos Investments Ltd. (Atomos) is an asset management and holding firm headquartered in London, UK. The firm was founded in 1986 and formerly known as Sanlam Private Investments (UK) Ltd. Atomos offers wealth planning advice and investment solutions to individuals, families and their advisers, businesses and charities.

Andrews Gwynne LLP is a private wealth management firm headquartered in Leeds, UK. The firm was founded by Andrew Gwynne and Douglas Croft in 2006. They were acquired in 2023 by IM Asset Management Ltd., a subsidiary of Irwin Mitchell Holdings Ltd. Andrews Gwynne provides bespoke discretionary portfolios with tailored financial advice to private clients.

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.

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.

Part of Julius Bär Gruppe AG, Julius Baer Portfolio Managers Ltd. is a British company that provides investment advice. The company is based in London, UK.

GLG Partners LP (GLG) is an independent alternative investment management firm headquartered in London, UK. The firm was founded in 1995 by Noam Gottesman, Pierre Lagrange and Jonathan Green as a hedge fund division within Lehman Brothers Holdings Inc. GLG offers advisory or sub-advisory services to non-US and US institutional managed accounts and pooled investment vehicles on either a discretionary or non-discretionary basis.

W.H. Brakspear & Sons Ltd. owns and operates restaurants and pubs. It offers food, drink, and accommodation services in restaurants. The company also manages its licensed and unlicensed property estates. It has offices in Oxford, Windsor, the Chilterns, and River Thames. W.H. Brakspear & Sons was founded in 1779 and is headquartered in Henley-on-Thames, UK.

Collidr Asset Management Ltd. (Collidr) is the asset management subsidiary of Independent Strategic Capital Ltd., itself owned by Independent Strategic Group (ISG) Ltd., a Fintech group in Great Britain. The firm was founded by Symon Stickney in 2009 and formerly known as John Lamb Solutions Ltd. and as Purple Strategic Capital Ltd. Headquartered in London, Collidr provides investment management services to individual and institutional clients.