Christopher MacDonald

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Shore Capital Stockbrokers Ltd. (Shore Capital) is a broker-dealer firm headquartered in London, UK. Formerly known as Puma Securities Ltd., the firm was founded in 1985 and is a subsidiary of Shore Capital Group Ltd. (LON: SGR). Shore Capital offers corporate clients with edge electronic equities trading platform, which operates alongside a growing equity capital markets division.

Suffolk Life Group Ltd. provides pension products and services. It specializes in self-invested personal pensions and personal pensions for private funds and self-invested funds of third party providers. The company was founded in 1971 and is headquartered in Ipswich, the United Kingdom.

Thesis Asset Management Ltd. (Thesis) is an investment management firm headquartered in Chichester, UK. The firm was founded in 1974 by law firm Thomas Eggar. They are a subsidiary of Sanlam UK Ltd., which is owned by Sanlam Ltd. (JSE: SLM) in South Africa. Thesis provides investment management services for private clients, charities, pension funds and trusts. In addition, the firm also creates bespoke investment solutions and model portfolios for financial advisers, and within the Thesis group can create funds and offer fund custody and administration services through Thesis Unit Trust Management.

KPMG LLP (United Kingdom) provides audit, advisory, and tax services. Its audit and assurance services encompass accounting advisory, financial reporting publications, financial state audit, internal audit, and revenue recognition. The firm's tax and pension services include statutory residency test, pension, personal tax investigations, tax management consulting, tax technology, legal services, tax value chain, employment issues, indirect tax, and tax policy cycle. KPMG was founded in 1987 and is headquartered in London, the United Kigdom.

Part of Brooks MacDonald Group Plc, Brooks Macdonald Financial Consulting Ltd. is a British company that provides investment management services. The company is based in London, UK and was founded in 1991.

Part of IFG Group Ltd., IPS Pensions Ltd. is a British company that provides employee benefit consultancy and pension scheme administration services. The company is based in Salisbury, UK. The company was founded in 1991. IPS Pensions was acquired by IFG Group Ltd. on April 10, 2002 for $22.13 million.

Adam & Co. Investment Management Ltd. (AIM) is an investment management firm headquartered in Edinburgh, Scotland. The firm was founded in 1983 by a group of influential Scottish business people. They were acquired by Canada-based Canaccord Genuity Group, Inc. (TSE: CF) from The Royal Bank of Scotland plc (LON: RBS, NYSE: RBS) in 2021. AIM offers asset management services to asset managers, pension funds, banks, foundations, insurance companies and family offices.

Deutsche Bank AG (Deutsche Bank UK) is the UK-based securities brokerage division of Deutsche Bank AG (ETR: DBK) in Germany. The firm is headquartered in London and was founded in 1873. Deutsche Bank provides brokerage services to companies and institutions.

Part of Curtis Banks Group Plc, Suffolk Life Annuities Ltd. operates as a pension fund and bank. The company is based in Ipswich, UK. The British company was founded in 1971. The CEO is Peter Gordon John Docherty.

Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors.

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.

City Asset Management Plc provides investment advice. The private company is based in London, UK. and has subsidiaries in United Kingdom. The British company was founded in 1988 by Viv D. Coghill. Nicholas Mark Coghill has been the CEO of the company since 2012.

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.

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).

Part of The Independent Order of Foresters, Forester Holdings (Europe) Ltd. is a British company that engages in activities of head offices. The company is based in Bromley, UK.

Part of Saga Plc, Saga Personal Finance Ltd. is a British company that provides personal financial services. The company is based in London, UK. The company was founded in 1995. Jerry Toher has been the CEO of the company since 2022.

The Seckford Foundation is a non-profit organization. The company provides services to elementary and secondary schools. It operates Seckford Care, Woodbridge School, Free Schools, Seckford Springboard, and Seckford Theatre. The company was founded by Thomas Seckford in 1861 and is headquartered in Suffolk, the United Kingdom.

East Anglia's Children's Hospices provides care and support services. Its services include day care in the family home or hospice, or both, overnight breaks in the hospice, including families to stay if you wish, support for children and young people and parents and grandparents, symptom management support and advice, emergency 24-hour telephone support, therapies music, occupational, hydro, massage and physio, specialist play and spiritual care. The company was founded on April 16, 1998 and is headquartered in Cambridge, United Kingdom.

Bridgewater Pension Trustees Ltd. provides pension services. The company is headquartered in Bristol, the United Kingdom.

Curtis Banks Ltd. is an experienced provider of self-invested pension schemes. Their senior team has been involved with SSASs since 1977 and SIPPs since 1995, giving them almost unrivaled experience in this field. They have dealt with all aspects of these schemes over the years, enabling them to provide a full range of services and bespoke solutions. They are aware that clients and their advisers require robust service, accessibility, modern technology and innovation. Their substantial knowledge and experience, and their investment in modern systems, mean that they deliver in all these areas. Their experience also tells them that further requirements are clarity, ease of use and reliability in the services they provide. They ensure that all their processes are clear and straightforward, ensuring the best possible relationship between them, the client and their adviser. Their SIPP has been awarded the prestigious Defaqto 5 Star Rating for 2009. They also have substantial experience in group pension schemes, both money purchase and defined benefit, and can provide Scheme Actuary services for defined benefit schemes.

Brooks Macdonald Asset Management (International) Ltd. (Brooks Macdonald AM) is the asset management subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. Headquartered in St. Peter Port, Brooks Macdonald AM was founded in 2012 and offers a range of investment management and advisory services to private high net-worth individuals, pension funds, institutions, and trusts.

Part of Legal & General Group Plc, Suffolk Life Trustees Ltd. provides business support services for insurance and pension funding. The company is based in Ipswich, UK.

Dunstan Thomas Group Ltd. engages in the provision of business services and technology solutions to financial services, energy, and consulting services markets. The company was founded by Christopher Dunstan Boileau Read in 1986 and is headquartered in Portsmouth, the United Kingdom.

Part of Marsh & McLennan Cos., Inc., Moola Systems Ltd. is a British company that provides financial intermediation services. The company is based in London, UK. The company was founded by Gemma Claire Godfrey.

Moola Ltd. provides management consultancy services. The company was founded by Gemma Godfrey and Andrew Jordan and is headquartered in London, the United Kingdom.

Independent Wealth Planners UK Ltd. engages in the provision of operational and support services. It offers compliance, business support, information technology and operations, investment research, recruitment, training and development, and marketing. The company was founded on November 20, 2018 and is headquartered in London, the United Kingdom.