Mark O'Connor

TMGA Wealth Management Ltd. provides patient and disciplined investing services with an agile and value-add approach. The private company is based in Jersey, UK. The British company keeps its clients' objectives at the forefront of everything it does.

Brooks Macdonald Asset Management Ltd. (BMAM) is the specialist investment subsidiary of Brooks MacDonald Group Plc (LON: BRK) in Great Britain. The firm was founded by Jonathan Gumpel and Richard Spencer in 1997 as Brooks Macdonald Gayer Asset Management Ltd. and changed their name to Brooks Macdonald Asset Management Ltd. in 2002. BMAM is headquartered in London with offices throughout Great Britain. They offer a range of investment management services and advice to individuals, pension funds, institutions, charities and trusts in the UK and internationally.

Cornelian Asset Managers Group Ltd. engages in the provision of retail asset management services. The company was founded on May 4, 2000 and is headquartered in Edinburgh, the United Kingdom.

Wealthify Ltd. is an independent asset management firm headquartered in Penarth, UK. The firm was founded by Michelle Pearce-Burke and Richard Theodossiades in 2014. Wealthify provides investment products and services to individual and institutional clients.

Westminster Capital Ltd. is an investment management firm headquartered in Maidenhead, UK. Formerly known as Orchard Wealth Management Ltd, the firm was founded by Richard Harwood in 2007 as Mitonoptimal Jersey Ltd. They are a subsidiary of MitonOptimal International Ltd., ultimately held by Premier Miton Group Plc (LSE: PMI). Westminster Capital provides investment advice to individuals and institutional investors.

Ashburton (Jersey) Ltd. (dba Ashburton Investments) is a UK-based asset management firm headquartered in St. Helier, Jersey. The firm was founded in 1982 and is a subsidiary of Ashburton Investment International Holdings Ltd., ultimately held by FirstRand Ltd. (JSE: FSR, ADR: FANDY) in South Africa. Ashburton Investments offers discretionary managed portfolios, multi asset and specialist equity solutions to international private and corporate clients, which includes family offices, trustees, charities and wealth managers.

Brooks Macdonald Funds Ltd. (Brooks Macdonald) is an investment management firm headquartered in London, UK. The firm was founded in 2006 and is owned by Brooks MacDonald Group Plc (LON: BRK). Brooks Macdonald manages active investment portfolios with varying risk and return profiles, designed to meet a broad range of objectives.

Part of Brooks MacDonald Group Plc, Levitas Investment Management Services Ltd. provides investment management services. The company is based in Bristol, UK. Levitas Investment Management Services was acquired by Brooks MacDonald Group Plc on July 31, 2014 for $40.57 million.

Part of Brooks MacDonald Group Plc, Brooks Macdonald Financial Consulting Ltd. is a British company that provides investment management services. The company is based in London, UK and was founded in 1991.

Part of Ravenscroft Holdings Ltd., Ravenscroft Specialist Fund Management Ltd. is a British company that offers investment opportunities in the real estate and property industry. The company is based in St. Peter Port, UK. The company's Corporate Finance team provides assistance to clients who are interested in investing directly or through a fund. The company provides stock ideas and advice on existing assets and asset allocation, all aimed at achieving long-term investment goals.

Ravenscroft Ltd. (Private Equity) is an independent private equity subsidiary of Ravenscroft Ltd. founded in 2005. The firm is headquartered in St. Peter Port.

Part of Aviva Plc, Wealthify Group Ltd. is an online investment service based in Cardiff, UK. With Wealthify, you can start investing with as little or as much as you want. The British company also offers partnerships through their Wealthify as a Service program. Founded in 2011, the company lets you build personal investment plans and then manages them for you.