Richard Morris

Loudwater Trust Ltd. is a closed-ended investment company. It provides financing for pre-IPO and shareholders with an attractive rate of return on their investment, primarily through investing in companies which were likely to achieve an IPO or a sale within a short term time horizon and through a small number of investments in companies that were already listed. As of November 30, 2009, the company no longer intends to make any investments in new portfolio companies; existing portfolio companies will be the receiving follow-on investments if further funding is needed, which will be determined by the Investment Adviser.

The Chartered Governance Institute provides governance and compliance services. The company was incorporated by Royal Charter in 1891 and is headquartered in London, the United Kingdom.

Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services.

PKF International Ltd. provides management consultancy services. It offers auditing, management consulting, financial planning, technology consulting, forensic accounting, corporate finance, tax and bankruptcy services. The company was founded in 1969 and is headquartered in London, the United Kingdom.

PricewaterhouseCoopers LLP engages in the provision of accounting services. Its services include audit and assurance, accounting advisory, risk assurance, tax management, corporate insolvency, life cycle assessment, forensic services, private equity advisory, and financial reporting valuations. The company is headquartered in London, the United Kingdom.

Part of Close Brothers Group plc, Close Fund Services Ltd. is a British company. The company is located in the UK.

Cayzer Continuation PCC Ltd. operates as a closed-end investment fund, which provides investors with an administration platform to support the management of a wide scope of financial and business assets. The company was founded on December 17, 2002 and is headquartered in St. Peter Port, Guernsey.

Mercia Fund Management Ltd. (Mercia Fund) is a private equity subsidiary of Mercia Asset Management Plc founded in 1999 by Mark Andrew Payton, Timothy R. Hazell and Everard Mascarenhas. The firm is headquartered in Warwickshire, Great Britain.

The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand.

Society of Trust & Estate Practitioners Ltd. operates a professional association for practitioners. The non-profit company is based in London, UK. and has subsidiaries in Cyprus and Hong Kong. It was founded in 1991 by George Tasker. Mark Walley has been the CEO of the British company since 2019.

Mourant International Finance Administration provides financial administration services. It specializes in the administration of collective investment funds, limited partnerships, unit trusts, SPVs, and other vehicles commonly used in the structuring of international financial transactions. The company administers investment fund structures include Private equity, venture capital mezzanine, Real estate and Hedge funds.

Part of Lloyds Banking Group Plc, Uberior Infrastructure Investments Ltd. is a British company that provides financial intermediary services. The company is based in Edinburgh, UK and was founded in 1998.

The Institute of Directors (United Kingdom) is a community of passionate UK business leaders. The non-profit company is based in Birmingham, UK, and has subsidiaries in the United Kingdom. The British company provides professional training opportunities and access to essential help and resources for its members. The CEO of the company is Stephen Martin.

The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom.

Part of Paychex, Inc., Terra Firma is a publicly traded real estate finance company based in Denver, CO. The company provides real estate financings secured by investment properties and real estate developments in and throughout Canada. Terra Firma focuses on arranging and providing financing with flexible terms to real estate developers and owners who require shorter-term loans to bridge a transitional period of one to five years where they require capital at various stages of development or redevelopment of a property. Terra Firma was acquired by Diversified Human Resources, Inc., part of Paychex, Inc. on November 02, 2010.

Elli Investments Ltd. operates as a holding company, which engages in the provision of elderly care and specialized care services. It operates through the Four Seasons Health Care and Brighterkind segments. The company was founded on May 31, 2012 and is headquartered in Cheltenham, the United Kingdom.

Financial Services Opportunities Investment Fund Ltd. is a closed-ended investment company. Its objective is to attain long term capital growth and income stream by investment in a diversified portfolio of investments principally in financial services businesses. The company was founded on August 30, 2016 and is headquartered in St. Peter Port, the United Kingdom.

Kompas International Holding BV provides trust and corporate solutions. It offers management and domiciliation, accounting and reporting, legal support, global human resources solutions and company formation services. The company was founded in 2017 and is headquartered in Amsterdam, the Netherlands.

Part of Inflexion Private Equity Partners LLP, IFX BFVI Investment Guernsey LP functions as an investment fund. The company is based in Saint Peter Port, UK.