Philip Anthony Bach

abrdn Investments Ltd. (aIL) is an asset management firm headquartered in Midlothian, UK. The firm was founded in 1987 and formerly known as Aberdeen Asset Managers Ltd. They are a wholly-owned subsidiary of abrdn Holdings Ltd., wholly-owned by abrdn Plc (LON: ABDN). aIL provides their clients with discretionary and non-discretionary asset management and related services across a broad range of investment strategies and asset classes. They also offer an alternative platform which encompasses multi-manager research, selection and portfolio management for hedge funds strategies.

Martin Currie Investment Management Ltd. (MCIM) is the Great Britain-based investment management subsidiary of Martin Currie Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. The firm was founded in 1978 and is headquartered in Edinburgh. MCIM performs investment management, dealing, investment support, sales and marketing and platform functions for the Martin Currie group. The firm manages active-equity portfolios for a global client base of financial institutions, charities, foundations, endowments, pension funds, family offices, government agencies and investment funds.

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).

Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies.

abrdn Investment Management Ltd. (AIM) is the wholly-owned investment management subsidiary of Standard Life Investments Holdings Ltd., itself a wholly-owned subsidiary of abrdn Plc (LON: ABDN) in Great Britain. Formerly known as Standard Life Investments Ltd., the firm was founded in 1990 as the dedicated investment arm of the Standard Life group. Headquartered in Edinburgh, AIM is a socially responsible investor which offers Standard Life Ethical Funds for investors concerned about environmental and social issues. Their flagship is the UK Select Fund.

Part of Aegon Ltd., Aegon Asset Management Ltd. is a British company that provides investment management services. The private company is based in Edinburgh, UK. The company was founded in 2000. The CEO is Kirstie Sarah MacGillivray.

Aberforth Partners LLP (Aberforth) is an independent investment management firm headquartered in Edinburgh, UK. The firm was founded by Richard Newbery, David Ross, John Evans and Alistair Whyte in 1990. Aberforth provides investors with a high level of resources focused exclusively on small UK quoted companies.

Credit Suisse Asset Management Ltd. (CSAM) is the wholly-owned, Great Britain-based asset management subsidiary of Credit Suisse Asset Management (UK) Holding Ltd., itself a subsidiary of Credit Suisse Group AG (SWX: CSGN, NYSE: CS) in Switzerland. Founded in 1982, the firm is headquartered in London and offers a wide range of investment products and functions across asset classes and investment styles for various clients including governments, institutions, corporations and private individuals.

abrdn Alternative Investments Ltd. (AAI) is the wholly owned asset management subsidiary of Aberdeen Asset Investment Group Ltd. and their ultimate parent is abrdn Plc (LON: ABDN, ADR: SLFPF) in Great Britain. Formerly held by Lloyds Banking Group plc (LSE: LLOY), Aberdeen Asset Management plc entered into a strategic alliance with Lloyds Banking Group plc in 2013, acquiring AAI and their related private equity and infrastructure fund management businesses. Formerly known as Aberdeen Asset Investments Ltd., the firm was founded in 1964 and is headquartered in London. AAI provides investment solutions to private individuals, financial institutions, charities, investment trusts and corporate and local government pension funds in Great Britain and worldwide.

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.

Blackfriars Asset Management Ltd. (Blackfriars) is the Great Britain-based, wholly-owned asset management subsidiary of The Hamon Investment Group Pte Ltd. in Hong Kong. Located in London, the firm was established in 1998 as part of WestAM. In 2006, BNY Mellon acquired 50% of WestAM to form WestLB Mellon Asset Management UK Ltd. Blackfriars is a specialist investment boutique. Their clients include savings banks, commercial banks, corporations, foundations, endowments, governments, central banks, insurance companies, mutual funds and pension funds. The firm manages segregated accounts and mutual funds including the Luxembourg-registered Compass umbrella fund.

Legal & General Investment Management Ltd. (LGIM) is a fund management firm headquartered in London. The firm was founded in 1970 and is a wholly-owned subsidiary of Legal & General Investment Management (Holdings) Ltd., which is owned by Legal & General Group plc (LSE: LGEN, ADR: LGGNY). LGIM provides investment management services to pension funds, institutional and private clients. Their clients are primarily in Great Britain, and marginally in the US though their Chicago-based subsidiary LGIM America, which established in 2006.

Liontrust Investment Partners LLP (Liontrust IP) is the fund management subsidiary of Liontrust Investment Services Ltd., itself a subsidiary of Liontrust Asset Management Plc (LON: LIO) in Great Britain. The firm is headquartered in London and was founded in 2010. Liontrust IP offers investment management and advisory services to professional investors. They also serve as an investment adviser to the Liontrust range of funds.

Artemis Investment Management LLP (AIM) is a Great Britain-based investment management firm headquartered in London with an additional office in Edinburgh. The firm was founded in 1997 and is a subsidiary of Artemis Strategic Asset Management Ltd., itself a subsidiary of Affiliated Managers Group, Inc. (NYSE: AMG) in the US. AIM manages a range of funds, investment trusts, hedge fund products, venture capital trusts, and pooled and segregated institutional portfolios for both retail and institutional investors.

Waverton Investment Management (Waverton) is the Great Britain-based investment management subsidiary of Waverton Investment Management Group Ltd., ultimately held by Somers Ltd. (BH: SOMS) in Bermuda. The firm was founded by Richard Hambro in 1986 as J.O. Hambro Investment Management Ltd. They changed their name to Waverton Investment Management Ltd. in 2014. Headquartered in London, Waverton provides discretionary investment management services to private clients such as individuals, charities, trusts and collective investment schemes (funds).

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.

Stonehage Fleming Private Equity Ltd (Stonehage Fleming Private Equity) is a private equity subsidiary of Stonehage Fleming (UK) Ltd founded in 2000. The firm is headquartered in London, United Kingdom.

ING Bank NV (Broker) (ING Bank-Broker) is the broker-dealer division of ING Bank NV, an investment bank headquartered in Amsterdam, Netherlands. It is a wholly-owned subsidiary of ING Groep N.V. (AMS: INGA; NYSE: ING), a Dutch multinational banking and financial services corporation. The firm was founded in 1991 through the merger of Nationale-Nederlanden and NMB Postbank Groep. ING Bank-Broker provides brokerage services to institutions, large corporations, and medium-sized companies.

Molten Ventures (Private Equity) (Molten Ventures) is a venture capital firm subsidiary of Molten Ventures Plc founded in 1998 by Simon Christopher Cook and Stuart Malcolm Chapman. The firm is headquartered in London, United Kingdom.

Cofunds Ltd. provides investment advisory services. It makes easy for people to buy investments through financial advisers and other institutions, such as stockbrokers and banks. The firm provides impartial service, long term stability and financial strength. The company was founded in January 2001 and is headquartered in London, the United Kingdom.

Saints Ventures LLC (Saints Ventures) is a private equity/venture capital firm founded in 2000 by Ken Sawyer and David Quinlivan. The firm is headquartered in Denver, Colorado.

Part of Fiserv, Inc., Corillian International Ltd. is a British company that provides internet banking software.

Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.

Omnis Investments Ltd. is a British private asset management company that focuses on active, high-conviction investing. The company is based in Swindon, UK, and has subsidiaries in the United Kingdom. The company draws on the collective power of experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. With more than £10 billion of assets under management, Omnis Investments Limited is one of the largest asset managers in the world. The company has appointed some of the best investment managers to manage clients' wealth, and each of the Omnis funds is run by a fund management company that has specialist experience in each market. Robert Mark Jeffree has been the CEO of the company since 2020.

Goodhart Partners LLP (Goodhart) is an independent, multi-boutique asset manager headquartered in London, UK. The firm was founded in 2009 through the management buyout of WestLB Mellon's multi-manager team. Goodhart primarily offers fundamental, research driven, discretionary investment advisory services to professional and institutional investors through a range of pooled collective investment vehicles and to separately managed accounts.

Financière de La Cité SAS (Financière de la Cité) is the fund management subsidiary of Financière de l’Obélisque SAS in France. Founded in 2005, the firm is based in Paris and provides asset management and advisory services on behalf of third parties. They are a signatory to the UN Principles for Responsible Investment which seeks to align interests with those of investors.

Part of Aegon NV, Aegon UK Corporate Services Ltd. is a financial services company that provides institutional services for fund order routing, net settlement, asset servicing, and custody. The company is based in Edinburgh, UK and has been offering pension, retirement savings, and investment solutions since 1831. The British company works with advisers to help clients achieve their financial goals and adapt to their changing needs.

McKinney Rogers International Ltd. provides corporate strategy and consulting services. It offers mission analysis, operational rehearsal, high performance teams, mission leadership dashboard and integrated business leadership services. The company was founded in 1999 and is headquartered in London, the United Kingdom.

Elderstreet Holdings Ltd. provides investment services. The company was founded on September 10, 2007 and is headquartered in London, the United Kingdom.

KBI Global Investors Ltd. (KBI) is the Irish asset management subsidiary of Amundi Asset Management SA, ultimately held by Amundi SA (EPA: AMUN) in France. The firm was founded in 1980 and was formerly known as Kleinwort Benson Investors Dublin Ltd. They were renamed KBI Global Investors Ltd. in 2016. Headquartered in Dublin, the firm is committed to growing their capability as a specialist provider of innovative equity investment strategies for institutional investors. KBI is a signatory to the UN Principles for Responsible Investment and integrated ESG practices into their investment process.

Artemis Investment Management (Artemis Investment) is a private equity firm founded in 1997. The firm is headquartered in Edinburgh, United Kingdom.

Cameron Hume Ltd. is an independent investment management firm headquartered in Edinburgh, UK. The firm was founded by Guy B. Cameron in 2011. They provide fixed income management services to large and sophisticated institutional clients, pension funds and insurers.

Part of Aegon NV, Aegon Asset Management UK Holdings Ltd. is an investment holding company. The company is based in Lothian, UK and was founded in 2009.

Part of Zurich Insurance Group AG, Zurich Insurance Company Ltd. (Italy) provides insurance and financial advisory services. The company is based in Milan, Italy. Angela Maria Cossellu has been the CEO of the Italian company since 2012.

The Royal Irish Rangers Association provides charitable services.

Ostrum Asset Management SA (Ostrum AM) is the asset management subsidiary of Natixis Investment Managers International SA, ultimately held by BPCE SA's Natixis SA (Euronext: KN) in France. Headquartered in Paris, the firm was founded in 1984 and provides a full range of active fixed-income and equity expertise, along with tailored insurance investment management solutions and alternative strategies for institutional clients, individual investors and distributors. Ostrum AM is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UN PRI) which integrates environmental, social, and governance considerations into their investment process.