James Durance

Threadneedle Asset Management Ltd. (Threadneedle AM) is the wholly-owned global asset management subsidiary of TC Financing Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. Headquartered in London, the firm was founded in 1994 and manages assets for a range of clients which includes pension schemes, insurance companies, private investors and corporations. Threadneedle AM is a socially responsible investor which believes they have a responsibility to, and will benefit from, exercising environmental and social stewardship throughout their firm.

Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients.

Bandhan Asset Management Co. Ltd. (Bandhan AMC) is a mutual fund manager and holding firm headquartered in Mumbai, India. The firm was founded in 2000 as a joint venture between IDFC Ltd. and Natixis Global Asset Management. Formerly known as IDFC Asset Management Co. Ltd., the firm rebranded as Bandhan Asset Management Co. Ltd. in 2023 after they were acquired by Bandhan Financial Holdings Ltd. (Bandhan), ultimately held by Bandhan Financial Services Pvt Ltd. Bandhan AMC serves as the Investment Manager of the schemes of Bandhan Mutual Fund and manages a range of mutual fund products for institutional and retail investors.

The Investment Association provides investment services. It also offers trainings and seminars. The company was founded on October 13, 1959 and is headquartered in London, the United Kingdom.

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.

Credit Suisse Securities Europe Ltd. (Switzerland) is the Swiss broker/dealer division of Credit Suisse Securities Europe Ltd. in Great Britain. They are ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Headquartered in Zurich, the firm offers equities and fixed income sales and trading services, and provides access to a range of debt and equity securities, derivative products and financing opportunities across the capital spectrum for corporate, sovereign and institutional clients.

Part of Courtiers Group Holdings Ltd., Courtiers Investment Services Ltd. is a British company that provides investment advice. The company is based in Henley-on-Thames, UK. The company was founded in 1982 by Gary Derek Reynolds. James Stewart Shepperd has been the CEO of the company since 1988.

Kotak Mahindra Asset Management Co. Ltd. (KMAMC) is the wholly-owned fund management subsidiary of Kotak Mahindra Bank Ltd. (BOM: 500247) in India. Headquartered in Mumbai, KMAMC was founded in 1994 and provides portfolio management and mutual fund management services for high-net worth and institutional investors.

Part of Canadian Imperial Bank of Commerce, CIBC World Markets Plc is a British company that provides brokerage services. The company is based in London, UK. CIBC World Markets was founded in 1999.

Russell Investments Ltd. (RIL) is an investment management firm headquartered in London, UK. The firm was founded in 1979 and is a subsidiary of Russell Investments Systems Ltd., itself a subsidiary of Russell Investment Management LLC in the US. RIL provides investment management and investment consulting services for institutions, financial advisors, and individual investors.

Financial Administration Services Ltd. provides investment portfolio management services for private individuals. It offers mutual fund, stock brokerage, financial consulting and investment advisory services. The company was founded on April 19, 1982 and is headquartered in Tonbridge, the United Kingdom.

JPMorgan Securities Australia Ltd. (JPMorgan Australia) is a broker/dealer subsidiary of JPMorgan Markets Australia (Pty) Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. Headquartered in Sydney, JPMorgan Australia provides brokerage services for investors which they can use in making portfolio decisions.

Fil Retirement Services Ltd. provides investment services. The firm also offers financial advisory services. The company was founded on February 21, 2007 and is headquartered in Tonbridge, the United Kingdom.

FIL Investment Management (Hong Kong) Ltd. (FIL-HK) is the wholly-owned, Hong Kong-based investment management subsidiary of FIL Ltd., a privately-owned group headquartered in Bermuda. The firm was founded in 1981 and formerly known as Fidelity Investments Management (Hong Kong) Ltd. FIL-HK offers several mutual funds to investors through over 100 distributors in Hong Kong, which includes retail banks and insurance companies.

Part of FIL Ltd., Fil Holdings (UK) Ltd. is a British financial company that offers investment services such as SIPP, financial advice, online share dealing, and mutual funds. The company is based in London, UK. The company's services include expert guidance, a wide fund range, and competitive pricing. The company provides essential documents to help investors make informed decisions about their investments. Fil Holdings (UK caters to investors with different investment strategies and offers funds from leading providers and top fund managers.

EFG-Hermes Asset Management SAE (EFG Hermes) is an investment management firm headquartered in 6th of October, Egypt. The firm was founded in 1984 and is owned by Egyptian Financial Group-Hermes Holding Co. (EGX: HRHO). EFG Hermes offers both conventional and Sharia-compliant mandates with products tailored to varying investor objectives.

HSBC Global Asset Management (UK) Ltd. (HSBC GAM-UK) is the wholly owned asset management subsidiary of HSBC Global Asset Management Ltd., ultimately part of HSBC Holdings plc (LON: HSBA, ADR: HSBC) in Great Britain. Headquartered in London, HSBC GAM-UK was founded in 1985 and acts as a discretionary investment manager that offers a wide range of investment solutions across equity, fixed income, liquidity and multi-asset strategies. Their clients include the Group’s retail and private banking customers, financial intermediaries and distributors and institutions.

EBS Universität für Wirtschaft und Recht gGmbH functions as a college or university. Its services include academic, coaching@EBS, career services center, EBS languages center, accommodation database and EBS mediations services. The company is headquartered in Wiesbaden, Germany.

Barclays Investment Solutions Ltd. (BISL) is the investment management subsidiary of Barclays Bank Plc (Private Banking), the private banking division of Barclays Bank Plc (LON: BARC, ADR: BCS) in Great Britain. The firm was founded in 1992. They were previously known as Gerrard Investment Management Ltd. until 2017. BISL is headquartered in London and has offices throughout Great Britain where they manage investments for high-net worth individuals, charities, trusts, private clients and pension funds.

Part of FIL Ltd., FIL Real Estate Investment Management Ltd. is a British company that develops building projects. The company is based in Tonbridge, UK. Founded in 2007.

FIL Pensions Management (FPM) is a registered asset management firm headquartered in Surrey, UK. The firm was founded in 1986 and is owned by FIL Holdings (UK) Ltd., ultimately held by FIL Ltd. in Bermuda. FPM provides investment services to pension and retirement plans and other institutional investors.

Part of FIL Ltd., FIL Investment Services (UK) Ltd. is a British financial services company that offers expert guidance, a wide range of funds, and competitive pricing to help maximize investments. The company is based in Tonbridge, UK. Fidelity's women and money section looks at the life events likely to impact women and their financial planning. The company offers a Navigator tool to help find a ready-made growth or income fund that matches the attitude to investment risk. Fidelity also supports retirement planning, maximizes pension savings and tax benefits, and provides tools and expert guidance. The company offers investments to suit the needs of their clients, whether it's a simple, ready-made fund, expert picks, or a full suite of options and opportunities. Founded in 1986, Fidelity has been helping investors make the right choices for investment funds, ISAs, and personal pensions for over 50 years.

The Institute for Quantitative Investment Research operates as a not-for-profit educational organisation. The company was founded in 1988 and is headquartered in Tonbridge, the United Kingdom.

Part of FMR LLC, FIL India Business & Research Services Private Ltd. provides investment, asset management and retirement solutions. The company is based in Gurugram, India.

USS Investment Management Ltd. (USS-IM) is the wholly owned investment management subsidiary of Universities Superannuation Scheme Ltd. (USS), the final salary scheme for higher education employers in Great Britain. USS-IM is the principal investment manager and advisor to the scheme. Headquartered in Liverpool, the firm was founded in 1997.

Aviva Investors Global Services Ltd. (AIGSL) is the wholly-owned asset management subsidiary of Aviva Investors Holdings Ltd., ultimately held by Aviva plc (LSE: AV, ADR: AV) in Great Britain. Previously known as Morley Fund Management Ltd., the firm was founded in 1973, merged with Norwich Union Investment Management Ltd. in 2000 and underwent restructuring in 2008. Headquartered in London, AIGSL provides investment management services and related advisory to various subsidiaries of the Aviva Group and external clients such as retail funds, pension funds, and other institutional investors.