Gillian Bailey

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.

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.

Morningstar Europe Ltd. is the Great Britain-based investment research subsidiary of Morningstar Holland BV, ultimately owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, the firm was founded in 2000 and provides investment research services to European retail and institutional investors. Morningstar Europe takes a rigorous bottom-up approach by evaluating the fundamental factors that drive the investments they cover. Their global coverage uses the same consistent research framework in every region where Morningstar analysts are evaluating investments.

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.

Joh. Berenberg, Gossler & Co. KG (United Kingdom) (Berenberg-UK) is the Great Britain-based broker/dealer division of Joh. Berenberg, Gossler & Co. KG, a multinational full-service investment bank in Germany. Headquartered in London, Berenberg-UK was founded in 2003 and provides trading and brokerage services to institutional and corporate clients.

Edison Investment Research Ltd. (Edison) is an investment research, investor relations and consulting firm headquartered in London, UK. The firm was founded by Stephen Rogers and Fraser Thorne in 2003. They are a subsidiary of Edison Global Ltd. Edison provides investment research to international investors, advisors and stakeholders.

Charteris Treasury Portfolio Managers Ltd. (CTPM) is the wealth management subsidiary of Charteris Holdings Ltd. in Great Britain. The firm is headquartered in London and has additional offices in Exeter and Edinburgh. Founded in 1984, CTPM offers fully discretionary wealth management services to private clients and manage a distinctive range of funds available to private and institutional investors.

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.

Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients.

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).

Iowa Land Co. Ltd. is a farmland brokerage and British land auction company founded in 1881. The private company is based in Iowa, USA, and offers an unmatched real estate service by combining years of real estate experience with the latest marketing innovations. The company specializes in the sale of land in the county where the farm is located. Iowa Land Company offers a free farmland evaluation from a land agent and has a variety of property listings ranging from hunting, tillable, country living, and a combination of property types.

London Stock Exchange Plc, operates as a stock exchange. It offers capital market, trading, information, derivatives, studio, regulatory, enhanced, connectivity, telephone network, reference and historical data, historic price, corporate action, trade data, valuation data, broker ranking, matching and reconciliation. The company was founded in 1571 and is headquartered in London, the United Kingdom.

Tilney Asset Management Services Ltd. (Tilney AM) is the asset management subsidiary of Ashcourt Holdings Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Founded in 1993 as Ashcourt Rowan Asset Management Ltd., the firm was acquired by Towry Holdings and changed their name to Towry Asset Management in 2016. They became Tilney Asset Management Services Ltd. in 2017. Headquartered in London, Tilney AM offers a range of services such as financial planning, investment management and advice to private investors, charities and professional intermediaries.

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.

Part of Green Street Advisors LLC, Green Street Advisors (UK) Ltd. is a leading independent research and advisory firm specializing in the commercial real estate industry. The company is based in London, UK, and is known for its commercial property price index, which is a superior source for timely and reliable real estate values. The British company provides unparalleled insight, advice, and service to knowledgeable investors. Founded in 2008 by John Joseph Lutzius, Green Street offers real estate and REIT research trusted by investors for over 35 years.

Jefferies International Ltd. (JIL) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Jefferies Holdings II Ltd., ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF) in the US. JIL provides broking services to various investors.

The Gordon Foundation (United Kingdom) provides educational services to individuals. The non-profit company is based in the UK and was founded in 1888.