Mo Choukeir

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.

Simpa Networks, Inc. develops portable solar home systems. The firm sells solar-as-a-service to energy-poor households and small medium enterprises in rural India. The company was founded by Michael Macharg, Paul Needham, and Jacob Winiecki in 2010 and is headquartered in Seattle, WA.

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.

Generali (Schweiz) Holding AG engages in the provision of life insurance services to private and corporate clients. The firm offers life, property, and legal protection insurance as well as pension solutions. The company was founded in 1987 and is headquartered in Adliswil, Switzerland.

Baring Asset Management Ltd. (Barings UK) is the Great Britain-based subsidiary of Barings Europe Ltd., ultimately held by Massachusetts Mutual Life Insurance Co. in the US. Barings traces its origins to 1762 when it was founded in London as a firm of merchants and merchant bankers. They were an asset management pioneer in the UK and set up an Investment Department in 1955. In 1989, all of Barings' asset management activities were consolidated within Baring Asset Management. Headquartered in London, the firm manages assets on behalf of pension funds, pooled vehicles, governments, charities and high-net worth individuals. Barings UK offers a wide range of equity and fixed-income mutual funds in both domestic and international markets. They are a socially responsible investor which takes environmental and socially responsible investment issues into account and seek guidance from clients.

Part of Assicurazioni Generali SpA, Generali Personenversicherungen AG is a Swiss company that provides life and property, travel, pet, motor vehicle, and car insurance services. The company is based in Adliswil, Switzerland.

AXA Winterthur provides insurance services. It offers pension products to individual, corporate customers and associations. The firm sells its products and services via its own sales channels, credit suisse group banks and third party distribution partners. The company was founded in 1875 and is headquartered in Winterthur, Switzerland.

GENERALI Assurances Générales SA operates as a subsidiary of Generali Schweiz Holding AG. The company is headquartered in Nyon, Switzerland.

SG Kleinwort Hambros Trust Company (UK) Ltd. is based in London, UK. Part of Société Générale SA, SG Kleinwort Hambros Trust Company (UK) Ltd. is a British company that owns and operates shopping centers. SG Kleinwort Hambros Trust Company (UK was acquired by Shaftesbury Plc, part of Shaftesbury Capital Plc from March 03, 2023 on March 01, 1999 for $44.92 million.

Barclays Bank Plc (Private Banking) (BPB-UK) is the private banking division of Barclays Bank Plc, itself a subsidiary of Barclays Plc (LSE: BARC, ADR: BCS) in Great Britain. Founded in 1971, Barclays-PB is headquartered in London and offers wealth management products and services to high-net worth individuals, families and charities.

Ernst & Young Belgium provides accounting services. Its services include assurance, tax, advisory, transactions and strategic growth. The company is headquartered in Machelen, Belgium.

ODDO BHF SE provides banking and financial services. It specializes in private banking, asset management, as well as corporate and investment banking. The company was founded in 1854 and is headquartered in Frankfurt, Germany.

Winterthur Insurance (Asia) Ltd. provides life insurance services. The company is headquartered in Hong Kong.

Schroder & Co., Ltd. is the international private banking subsidiary of Schroder Wealth Holdings Ltd., ultimately held by Schroders Plc (LON: SDR) in Great Britain. The firm is headquartered in London and was founded in 1988. Schroder & Co. provides investment management services to high-net worth individuals and their families. They offer comprehensive wealth management services, including alternative investments and absolute return products, complemented by banking and fiduciary services.

Part of Ernst & Young Global Ltd., Arthur Andersen (UK) is a British company that provides accounting services. The company is based in Reading, UK.

Messels Ltd. provides investment research. The private company is based in Godalming, UK. The British company was founded in 2004 by Tim D. Parker. Tim D. Parker has been the CEO since 2004.

BHF Group UK Ltd. operates as a holding company with interest in involving corporate finance (corporate, merger and acquisition advice), financing and advisory services (leasing, general corporate advice, public and private debt issues and corporate lending), equities (research, institutional sales and corporate banking), treasury (foreign exchange, specialist fund management, money markets and derivative products) and investment management and private banking (investment trusts, unit trusts, development capital, foreign exchange services, offshore funds, trustee and financial planning advice, and development capital). The company was founded in 1960 and is headquartered in London, the United Kingdom.

Nutmeg Saving & Investment Ltd. provides online saving and investment management services. It builds and manages the portfolio of its clients and assists is clients in taking various investment decisions that are related to equities, corporate bonds, gilts, and gold. The company was founded by Nicholas Walter Hungerford and William Robert Todd in 2011 and is headquartered in London, the United Kingdom.

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.

Part of Assicurazioni Generali SpA, Fortuna Rechtsschutz-Versicherungs-Gesellschaft AG is a Swiss company that provides legal protection insurance services. The company is based in Adliswil, Switzerland.

Part of Scope SE & Co. KGaA, Scope Ratings GmbH is a German-based rating agency committed to contributing to more transparency in capital markets and becoming a European alternative to the "status quo" for institutional investors and issuers. The company is based in Berlin, Germany. The German company defines itself by its entrepreneurial spirit, international focus, and strong commitment to best serving its institutional clients with insightful analysis and accurate ratings. The company was founded in 2012 by Florian Schoeller, who has been the CEO since 2012.

Newincco 1358 Ltd., also known as Style Analytics, is a British company that provides factor and ESG analytics to investment managers. The private company is based in London, UK. The company is now a part of Investment Metrics and serves some of the largest investment managers in the industry.

Twinfocus Ltd. is a multi-family office headquartered in Westminster, UK. The firm was founded in 2006 and is a subsidiary of Twin Focus Capital Partners LLC in the US. They offer comprehensive and bespoke family office solutions to ultra-high net worth which includes families, entrepreneurs, institutions, and professional investors from around the world.

Part of Hargreaves Property Holdings Ltd., Hargreaves Estates Ltd. provides property investment and development services. The company is based in Rustington, UK. The British company was founded in 1964. The CEO is Alastair Neil Skinner.