James Matthew Houlden

Schroder Investment Management Ltd. (SIM) is the wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately held by Great Britain-based Schroders Plc (LSE: SDR, ADR: SHNWY). Established in 1985, SIM is headquartered in London and caters to a range of clients such as corporations, insurance firms, local and public authorities, charities, pension funds, high net-worth individuals and retail investors.

Newton Investment Management Ltd. (Newton) is the wholly-owned, Great Britain-based investment management subsidiary of Newton Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) (BNY Mellon) in the US. The firm was founded in 1978 as a joint venture with Scottish insurance broker Reed Stenhouse. In 1986 they were acquired by Alexander & Alexander and were renamed Newton Investment Management. Headquartered in London, Newton provides investment products and services to a wide range of clients, such as pension funds, charities, corporations and individuals (via BNY Mellon). Newton is a signatory to the UN Principles for Responsible Investment (PRI).

Marble Bar Asset Management LLP (Marble Bar) is an independent alternative investment manager headquartered in London, UK. The firm was founded by Gilad D. Hayeem and Hilton D. Nathanson in 2002. Marble Bar provides investment advisory services to private funds, UCITS Funds and managed accounts. Investors in the Funds are typically institutional investors, high net worth individuals and trusts.

Cheyne Capital Management (UK) LLP (Cheyne) is the alternative investment fund management subsidiary of Cheyne Capital Management Ltd., ultimately held by Novatrust Ltd. in Great Britain. The firm was founded by Jonathan Lourie and Stuart Fiertz in 2000. Headquartered in London, Cheyne manages the Cheyne Funds for a range of clients which include pension funds, insurance companies, sovereign wealth funds, endowments, banks, funds of funds and other financial institutions as well as family offices and high net-worth individuals.

Pictet Asset Management Ltd. (Pictet AM) is an alternative investment management firm headquartered in London, UK. The firm was founded in 1980 and is wholly owned by Pictet Asset Management Holding SA, which is ultimately owned by Banque Pictet & Cie SA in Switzerland. Pictet AM provides discretionary investment management services on a global scale to a wide range of international institutional clients. Furthermore, the firm also acts as the investment adviser or sub-adviser to US-based investment companies and other regulated and unregulated collective investment schemes in international jurisdictions. Pictet AM adheres to the UN Principles for Responsible Investment (UNPRI).

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.

Allenby Capital Ltd. provides brokerage services. The private company is based in London, UK. and has subsidiaries in United Kingdom. The British company was founded in 2002. Nick J. Naylor has been the CEO of the company since 2009.

AllianceBernstein Ltd. (ABL) is the Great Britain-based, global investment management subsidiary of AllianceBernstein Preferred Ltd., ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Headquartered in London, the firm was founded in 1990 by David Andrew Steyn. ABL provides investment management and research services to public and private sector institutional clients, retirement and pension funds, banks, insurance companies and high-net worth individuals. They offer a family of globally distributed mutual fund portfolios across all major investment disciplines. The firm is a signatory to the UN Principles of Responsible Investment (UNPRI) and integrates ESG issues into their investment processes.

MFS International (UK) Ltd. (MFSI UK) is an asset management firm headquartered in London, UK. The firm was founded in 1995 and is a subsidiary of MFS International Holdings Pty Ltd., ultimately held by Sun Life Financial, Inc. (NYSE, TSX: SLF) in Canada. MFSI UK provides a range of financial products and services, such as mutual fund management, to individual and institutional investors.

Barclays Capital Securities Ltd. (BCS) is the brokerage subsidiary of Barclays Bank plc, which is owned by Barclays Plc (LON: BARC), an international financial services group in Great Britain. The firm was founded in 1985 and is headquartered in London with offices worldwide. BCS provides prime brokerage services which include equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics.

Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain.

CQS (UK) LLP (CQS) is a Great Britain-based alternative investment management firm headquartered in London. In 2024, the firm was acquired by Manulife Investment Management Ltd., a subsidiary of Manulife Financial Corp., in Canada from CQS Cayman LP. The firm was founded by Michael Hintze in 1999 as a global multi-strategy asset management firm. CQS offers a range of strategies and bespoke solutions in multi-strategy, convertibles, asset-backed securities, credit, loans, and equities.

DNCA Finance SA is the asset management subsidiary of Natixis Investment Managers SA, ultimately held by BPCE SA in France. The firm is headquartered in Paris and was founded in 2000. In 2007, they created a management company in Luxembourg to manage and market an umbrella SICAV fund called DNCA Invest which aims to replicate certain funds created under French law and to acquire new products. DNCA Invest is the flagship for the firm's European expansion. DNCA Finance is a socially responsible investor and integrates environmental, social and societal aspects into its analysis.

Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions.

Tenax Capital Ltd. is an alternative investment manager headquartered in London, UK. The firm was founded in 2004 and is a subsidiary of China-based Fosun International Ltd. (HKG: 0656), which is owned by Fosun International Holdings Ltd. in British Virgin Islands. Tenax Capital offers Fixed Income, Private Debt, Insurance-Linked Securities (ILS) and Equity strategies for various investors.

Sculptor Capital Management Europe Ltd. (Sculptor Capital Europe) is the wholly-owned, Great Britain-based alternative asset management subsidiary of Sculptor Capital LP, itself a subsidiary of Sculptor Capital Management, Inc. (NYSE: SCU) in the US. The firm was founded in 1998 and was formerly known as Och-Ziff Management Europe Ltd. Headquartered in London, Sculptor Capital Europe manages alternative investments for individuals, family offices, pensions, foundation and endowments, private banks, funds of funds, corporate and other institutional clients.

Millennium Capital Partners LLP (MCP) is an alternative investment management firm headquartered in London, UK. The firm was founded in 2005 and is a subsidiary of Millennium Capital Management Ltd., ultimately held by Millennium Management LLC in the US. MCP manages assets for high-net worth individuals, institutions, trusts, foundations, pensions, the General Partner, related Millennium entities and Millennium employees.

Allspring Global Investments (UK) Ltd. (Allspring UK) is an asset management and holding firm headquartered in London, UK. The firm was founded by Ross Pamphilon in 1999. Prior to November 1, 2021, the firm was known as Wells Fargo Asset Management (International) Ltd. Allspring UK provides investment advisory and portfolio management services to institutional clients.

Payden & Rygel Global Ltd. is an investment management firm headquartered in London, UK. The firm was founded in 1998 and is a subsidiary of Payden & Rygel in the US. Payden & Rygel Global offers a full array of investment strategies and products to a varied client base around the world.

Davidson Kempner European Partners LLP (DKEP) is an independent alternative investment manager headquartered in London, UK. Founded in 2004, DKEP manages funds for individuals, banks, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or other business entities.

Somerset Capital Management LLP (Somerset) is an independent, specialist Global Emerging Markets investment management firm headquartered in London, UK. The firm was founded in 2007 by Edward Robertson, Dominic Johnson and Jacob Rees-Mogg. Somerset provides discretionary investment advisory services to its clients, which include institutions with separately managed accounts and pooled investment vehicles intended for sophisticated investors and institutional investors.

King Street (Europe) LLP (King Street Europe) is an alternative investment firm headquartered in London, UK. King Street Europe was founded in 2005 and acts as a sub-investment manager to its parent King Street Capital Management LP.

Man Group Investments Ltd. (MGI) is the asset management subsidiary of Man Investments Finance Ltd., which is ultimately owned by Man Group Plc (LON: EMG) in Great Britain. Formerly known as GLG Partners UK Ltd., the firm was founded in 1995 as the UK arm of Société Générale Asset Management SA in Paris. In 2009 they were acquired by GLG Partners, which was subsequently acquired by Man Group in 2010. Headquartered in London, MGI provides a comprehensive range of alternative, traditional long-only and hybrid investment products and services for public sector entities, foundations, sovereign wealth funds, financial institutions and high-net worth individuals.

Man Solutions Ltd. is an alternative investment manager headquartered in London, UK. The firm was founded in 1997 and is a subsidiary of Man Group UK Ltd., ultimately owned by Man Group Plc (LON: EMG). Man Solutions offers discretionary services through pooled investment vehicles or separately managed accounts for institutional clients.

Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC.

Canaccord Genuity Ltd. (CGL) is the brokerage subsidiary of Canaccord Genuity Group, Inc. (TSE: CF). The firm is headquartered in London and was founded in 1983. CGL provides brokerage services to their clients.

Oakley Capital Ltd. is a Fund of Hedge Funds manager headquartered in London, UK. The firm was founded by Peter Dubens in 2000 and is a subsidiary of Oakley Capital Management (Bermuda) Ltd. Oakley Capital manages the Oakley funds, which includes their record flagship Fund V, on behalf of their institutional investors.

SFM UK Management LLP (SFM UK) is the Great Britain-based alternative investment subsidiary of Soros Fund Management LLC in the US. Headquartered in London, SFM UK was founded in 2008 and manages assets of high net worth clients.

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.

Point72 Europe (London) LLP (P72) is a hedge fund manager headquartered in London, UK. The firm was founded in 2015 and is a subsidiary of Point72 Asset Management LP, ultimately owned by Point72 Capital Holdings LP in the US. P72 is a sub-investment manager to certain affiliated investment management entities based outside the UK.

The Craftory Ltd. (The Craftory) is a venture capital firm founded in 2018 by Elio Leoni Sceti and Ernesto Gottfried Schmitt. The firm is headquartered in London, United Kingdom.