David Vallery

Martin Currie Investment Management Ltd. (MCIM) is the Great Britain-based investment management subsidiary of Martin Currie Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. The firm was founded in 1978 and is headquartered in Edinburgh. MCIM performs investment management, dealing, investment support, sales and marketing and platform functions for the Martin Currie group. The firm manages active-equity portfolios for a global client base of financial institutions, charities, foundations, endowments, pension funds, family offices, government agencies and investment funds.

Reliance Unit Managers Ltd. (RUM) is an investment management firm headquartered in Aylesbury, UK. The firm was founded in 1962 and is a subsidiary of Utmost Life and Pensions Holdings Ltd., ultimately held by UIG Holdings (No 1) Ltd. in Great Britain. RUM actively acquires portfolios of business from other life assurers and offers niche products to the financial services marketplace.

JCP Investment Partners Ltd. (JCPIP) is the specialist equity management subsidiary of Capital Partners Group Ltd. in Australia. The firm was founded in 1998 as Jardine Fleming Capital Partners Ltd. through a joint venture between Jardine Fleming Group Ltd. and Capital Partners Group Pty Ltd. They became a 50/50 joint venture between JPMorgan Asset Management, Inc. and Capital Partners Group Ltd. in 2005. The firm subsequently became JCP Investment Partners Ltd. in 2010 when the management acquired JP Morgan's stake. Headquartered in Melbourne, JCPIP provides asset management services for individual and institutional clients.

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 Phoenix Group Holdings Plc, Phoenix Life Assurance Ltd. is a provider of financial services. The company is based in Birmingham, UK. Founded in 1864, Phoenix Life Assurance offers a range of financial products and services to its customers.

Caisse de pensions du CERN (CERN Pension Fund) is the pension fund subsidiary of the European Organization for Nuclear Research in Switzerland. Based in Geneva, CERN Pension Fund administers the pension scheme for employees of CERN and of ESO, the European Space Observatory, managing assets across a diverse portfolio of cash, bonds, equities, and real estate. Equity investment is mostly in the form of funds and funds-of-funds, with direct investments made only in exceptional cases.

Part of Atos SE, Atos KPMG Consulting NV is a Dutch company that provides management and business consulting services. The company is based in De Meern, Netherlands.

Part of Atos SE, KPMG Consulting UK Ltd is a company that provides management and business consulting services. The company is based in London, UK.

Part of Scottish Re Group Ltd., Pacific Life Re Services Ltd. provides life insurance services. The company is based in London, UK. The British company was founded in 1987. Pacific Life Re Services was acquired by Scottish Re Group Ltd. from Pacific Life Fund Advisors LLC on December 31, 2001 for $82.63 million.

National House-Building Council is the UK's leading independent provider of warranty and insurance for new homes. The non-profit company provides warranty and insurance for around 70-80% of the new homes built in the UK each year, with around a million on-site inspections carried out annually. The company is based in Knowlhill, UK, and has subsidiaries in the United Kingdom. Established in 1936, the British company has been helping to improve build quality through NHBC Standards. Steven Archibald Wood has been the CEO of the company since 2017.

Partnership Life Assurance Co. Ltd. provides financial products for people with health and lifestyle conditions. It offers retirement annuities, paying care fees, life assurance, equity release, and enhanced retirement account. The company was founded in 1995 and is headquartered in London, the United Kingdom.

Part of Liverpool Victoria Financial Services Ltd., Liverpool Victoria Life Co. Ltd. is a British company that offers life insurance services. The company is based in Bournemouth, UK and was founded in 1958.

Partnership Holdings Ltd. design and manufactures financial products. It offers retirement, care, and corporate responsibility. The company was founded on June 4, 2008 and is headquartered in London, the United Kingdom.

Friends Life Holdings Plc provides life insurance services. The company was founded in 2009 and is headquartered in Dorking, the United Kingdom.

Part of Saga Plc, Saga Services Ltd. is a British company that provides insurance brokerage services. The company is based in Folkestone, UK. The company was founded in 1962. The CEO is Gary Duggan.

Part of Liverpool Victoria Financial Services Ltd., NM Pensions Trustees Ltd. is a British company that provides financial intermediary services. The company is based in Bournemouth, UK. NM Pensions Trustees was founded in 2001.

Part of Pacific Life RE Holdings LLC, Pacific Life RE Holdings Ltd. is an investment holding British company. The company is based in London, UK and was founded in 2008.

Capita Insurance Services Ltd. engages in business process management and digital technology services to the insurance sector. It specializes in integrated end-to-end administration, digital technology, and business support services to clients in the United Kingdom, Ireland, central-western Europe, and worldwide such as telephone helpines, claims handlings and associated services. Its products include policy administration, claims management, capita managing agency, broker services, finance and accounting, reinsurance management, run-off management, underwriting support services, actuarial, as well as risk management and compliance, and data analytics. The company was founded on October 27, 1978 and is headquartered in London, the United Kingdom.

Part of Liverpool Victoria Financial Services Ltd., Teachers Management Services Ltd. provides professional, scientific and technical consulting services. The company is based in Bournemouth, UK. Founded in 1997.

Part of HSBC Holdings Plc, HSBC Life (UK) Ltd. is a British banking company founded in 1906. The company is based in London, UK and offers a range of banking products including current accounts, loans, mortgages, and credit cards. The company also provides mobile banking services and apps for customers to manage their accounts on the go. HSBC explains their policies and procedures under the Modern Slavery Act and offers hassle-free banking with 24/7 online money management.

Part of Police Mutual Assurance Society Ltd., PM Holdings Ltd. functions as an investment holding British company. The company is based in Lichfield, UK. PM Holdings was founded in 2015.

Part of Just Group Plc, Just Retirement Ltd. is a British company that provides life assurance financial services and retirement solutions. The company is based in Reigate, UK. The company was founded in 2004 by Christopher Mark Berryman.

Mobius Life Ltd. operates as an unit-linked UK life insurance company. It offers investment platform, DV pension solutions, DB pension solutions, and asset manager solutions. The company is headquartered in London, the United Kingdom.

Part of Police Mutual Assurance Society Ltd., PM Advisory Ltd. is a British company that provides insurance brokerage services. The company is based in Lichfield, UK. PM Advisory was founded in 2002.

PMGI Ltd. provides insurance, mortgage and retirement pensions. The company is headquartered in Lichfield, the United Kingdom.

Part of Just Group Plc, Just Retirement Money Ltd. is an insurance service agency. The company is based in Reigate, UK. Founded in 2015, Just Retirement Money functions as an insurance service agency.

Founded in 2004, Police Housing Fund Ltd. is a subsidiary of Police Mutual Assurance Society Ltd. that provides business support services. The company is based in Lichfield, UK.

Founded in 2013, PM Central Services Plc is a British company that provides office administrative and business support services. Part of Police Mutual Assurance Society Ltd., the company is based in Lichfield, UK.

Part of PM Holdings Ltd. (UK), Abacus Insurance Holdings Ltd. is a British company that provides financial intermediation services. The company is based in Lichfield, UK and was founded in 2012.

Part of Liverpool Victoria Financial Services Ltd., Liverpool Victoria Financial Advice Services Ltd. is a British company that provides insurance and other financial services. The company is based in Bournemouth, UK. Founded in 1995.

Part of Just Group Plc, HUB Financial Solutions Ltd. is a British company that provides investment advisory services. The company is based in Reigate, UK. The company was founded in 2004. The CEO is Simon John Gray.

Part of Phoenix Group Holdings Plc, Standard Life Assurance Ltd. is a British company that provides life insurance services. The company is based in Brandon, UK.

Part of Police Mutual Assurance Society Ltd., PMHC Ltd. provides healthcare services. The company is based in Lichfield, UK. PMHC was founded in 1995.