Michael Joseph Lally

Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations.

Part of Regit Topco Ltd., Thesis Unit Trust Management Ltd. is a British company that provides investment advice. The company is based in Chichester, UK. The CEO of the company is David William Tyerman.

Palamon Capital Partners LP (Palamon Capital Partners) is a private equity firm founded in 1999 by Michael Hoffman and Louis Goodman Elson. The firm is headquartered in London, United Kingdom.

Part of Houlihan Lokey, Inc., GCA Altium Ltd. is a brokerage services provider. The company is based in London, UK. The British company was founded by Michael James Hough. Philip Adams has been the CEO of the company since 1996. GCA Altium was acquired by GCA Corp. (Japan), part of Houlihan Lokey, Inc. from September 27, 2021 on July 31, 2016 for $110.25 million.

Asset Value Investors Ltd. (AVI) is an independent, Great Britain-based investment management firm which was founded in 1985 to manage the assets of British Empire Securities & General Trust Plc. Headquartered in London, AVI provides discretionary investment management services for segregated accounts and various pooled investment vehicles, both foreign and domestic.

Part of Northern Trust Corp., Barings (Guernsey) Ltd. (UK Custody) is an investment management firm. The company is based in St. Peter Port, UK.

Part of Raymond James Financial, Inc., Charles Stanley & Co. Ltd. is a British brokerage company that provides brokerage services. The company is based in London, UK. The company was founded in 1792. Paul Andrew Abberley has been the CEO of the company since 2014.

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.

Sanlam Investments UK Ltd. (Sanlam UK) is the Great Britain-based specialist equity investment management subsidiary of Sanlam Investment Holdings UK Ltd., ultimately owned by Sanlam Ltd. (JSE: SLM) in South Africa. The firm was founded in 2006 by Derrick Dunne, Ted Williams, Chris Rodgers and Tom Carroll. Headquartered in London, Sanlam UK manages a number of pooled funds and segregated accounts for institutional and retail clients.

Thomas Eggar LLP provides legal services. It seeks out creative solutions for commercial organizations and private individuals. The company was founded on February 26, 2007 and is headquartered in Crawley, the United Kingdom.

Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.

Irwin Mitchell LLP provides Legal Services. It operates in Birmingham, Bristol, Cambridge, Glasgow, Leeds, London, Manchester, Middlesbrough, Newcastle, Sheffield and Southampton. The firm serves private individuals, businesses, charities, institutions and organizations. The company was founded in 1912 and is headquartered in Sheffield, the United Kingdom.

Infare Solutions A/S provides airfare intelligence tools. Its products include pharos, altus, data feeds, airfare predictions, and air cube price position suite. The company was founded by Nils Gelbjerg-Hansen in 2000 and is headquartered in Copenhagen, Denmark.

Morningstar Investment Management Europe Ltd. (MIME) is the Great Britain-based asset management subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, MIME was founded in 2006 and provides discretionary investment management and advisory services to individual and institutional clients.

Retail Insight Ltd. engages in the provision of retail analytics and research solutions. Its products include compass, navigator, retail compliance, and decision engine. The company was founded in 2005 and is headquartered in Richmond, the United Kingdom.

Farley & Thompson LLP provides investment advice. The private company is based in Bournemouth, UK and has subsidiaries in the United Kingdom. The British company was founded in 1938. Nicholas Chetwood has been the CEO of the company since 2022.

Pallant Independent Ltd. provides financial planning solutions. Its services include overall wealth audit, clarifying client objectives, and financial planning. The company was founded on October 19, 2010 and is headquartered in Chichester, the United Kingdom.

Ventiga Capital Partners LLP (Ventiga Capital Partners) is a private equity firm founded in 2015 by Carl Niclas Gabrán and Daniel Konrad Mytnik. The firm is headquartered in London, the United Kingdom.

Tutman LLP is an investment management firm headquartered in Chichester, UK. The firm was founded in 2011 and is a subsidiary of Thesis Unit Trust Management Ltd., itself is owned by Regit Topco Ltd. Tutman provides bespoke and flexible solutions to collective investment schemes.

Part of Regit Topco Ltd., Thesis Nominees Ltd. is a British company that acts as a nominee, trust, and depository. The company is based in Chichester, UK.

Rhealisation LLP provides non-trading services. The private company is based in Crawley, UK.

Daniels Holt Ltd. provides investment services. The private company is based in London, UK.

Movebubble Ltd. engages in the provision of property renting platform. Its platform is designed to help organize the process of moving home for renters, letting agents, landlords, and build-to-rent operators. The company was founded by Aidan Thomas Rushby in 2013 and is headquartered in London, the United Kingdom.

F3Group Ltd. provides development management consulting services. The private company is based in London, UK. and has subsidiaries in United Kingdom. The British company was founded in 1982. Gavin John Gleave has been the CEO of the company since 2014.

Part of Regit Topco Ltd., Regit Finco Ltd. is a British company that provides investment services. The company is based in Chichester, UK. Regit Finco was founded in 2017.

Part of Regit Topco Ltd., Thesis Services Ltd. is a British company that provides business and administrative services. The company is based in Chichester, UK and was founded in 2018.

Skymetrix GmbH is a German company that aims to power the aviation industry towards sustainable growth. The private company is based in Braunschweig, Germany, and has subsidiaries in Ireland. The company offers a cloud-based platform that provides airlines with brand assets, PR and press, and resources to help them control their key direct operating costs such as fuel, airport, navigation, and more. Skymetrix was founded in 2021, and the CEO is Michael Scheidler.