Margaret Green

Part of Close Brothers Group plc, Close Portfolio Management Ltd. is an investment holding British company. The company is based in London, UK.

Part of Close Brothers Group plc, Close Asset Management Holdings Ltd. is a British investment company. The company is based in London, UK. Founded in 1999, Close Asset Management Holdings operates as an investment company.

Platform One Group Ltd. provides online investment platform services. The private company is based in Wimborne, UK. The British company was founded in 2014. Glen Robinson has been the CEO of the company since 2019.

Platform One Ltd. is a wrap platform provider for IFAs both in the UK and overseas. The private company is based in Wimborne, UK, and has subsidiaries in the United Kingdom. The British company's platform allows IFAs to manage their clients or license their technology to offer their own solution. The company was founded by Alexander Edward Cowan-Sanluis, who has been the CEO since incorporation.

Professional Partners Administration Ltd. provides investment services. The company was founded on August 15, 2011 and is headquartered in the Wimborne, the United Kingdom.

Part of Apex Group Ltd., WAY Investment Research Ltd. is a British company that provides investment advice. The company is based in Wimborne, UK and was founded in 2009.

WAY Fund Managers Ltd. (WFM) is an investment management firm headquartered in Wimborne, UK. The firm is a subsidiary of Apex Group Ltd., owned by Q Associates Ltd. They were founded in 2000 to provide a home for Funds where the Sponsor was WAY Investment Services Ltd., a sister firm to WFM, but also to promote similar services to third-party asset managers. WFM provides services to a wide range of collective investment schemes, which includes Investment Companies with Variable Capital and authorized unit trusts. These can be aimed at retail and/or institutional investors and can even be created for high net-worth individuals and their families (private funds).

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.