Anthony Nicholas Carter

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

City of London Investment Management Co. Ltd. (CLIM) is an investment advisor firm headquartered in London, UK. The firm was founded by Barry Olliff in 1991 as Streetmatch Ltd. They are a wholly-owned subsidiary of City of London Investment Group Plc (LON: CLIG). CLIM provides investment advisory services to pooled investment vehicles and foreign registered mutual funds.

Schroder Investment Management Ltd. (SIM) is the wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately held by Great Britain-based Schroders Plc (LSE: SDR, ADR: SHNWY). Established in 1985, SIM is headquartered in London and caters to a range of clients such as corporations, insurance firms, local and public authorities, charities, pension funds, high net-worth individuals and retail investors.

AXA Investment Managers UK Ltd. (AXA IM-UK) is the UK-based investment subsidiary of AXA Framlington Group Ltd., itself a subsidiary of AXA SA (XP: CS, ADR: AXAHY) in France. The firm is headquartered in London and was founded in 1979. AXA IM-UK manages a diverse range of pooled funds and offers tailor-made investment products for liability management. They specialize in institutional pension fund management and individual retirement savings products.

GAM London Ltd. is a mutual fund management firm headquartered in London, UK. The firm was founded in 1966 and is a subsidiary of GAM (UK) Ltd., which is owned by GAM Holding AG (SWX: GAM; OTCMKTS: GMHLF) in Switzerland. GAM London provides a range of investment management services such as single manager funds, funds of hedge funds, discretionary portfolio management and structured investments, to private clients, charities, family offices, and institutional investors.

Insight Investment Management (Global) Ltd. (Insight) is the UK-based specialist asset management subsidiary of Insight Investment Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) in the US. Headquartered in London, the firm was founded in 1964 as an in-house asset manager for the insurance assets of HBOS, and was acquired by Bank of New York Mellon Corp. in 2009. The firm provides liability-driven investment solutions, fixed-income and alternative investments for a range of clients which includes pension funds, corporates, local authorities, insurers, sovereign wealth funds, wealth managers, financial institutions and individual investors. Insight is a founding signatory of the UN Principles for Responsible Investment (UNPRI).

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.

Thames River Capital LLP (TRC) is a specialist fund management firm headquartered in London, UK. The firm was founded in 1998 and is a subsidiary of Columbia Threadneedle Capital (UK) Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. TRC provides specialist fund management services to professional investors and institutions in the UK and worldwide, through several single and multi-manager funds.

PIMCO Europe Ltd. (PIMCO-Europe) is the Great Britain-based subsidiary of PIMCO Global Advisors LLC, ultimately held by Allianz SE (FR: ALV; ADR: AZSEY) in Germany. Established in 1997, PIMCO-Europe is headquartered in London with additional branches in Europe and global offices in Asia, Australia, and the Americas. The firm provides fixed-income investment management services to clients in Great Britain, Europe and the Middle East. In addition to corporate pension funds, their clientele includes foundations, endowments, public retirement plans, central banks and corporate treasury departments. They also serve retail and high-net worth individuals. PIMCO Europe manages discretionary accounts, institutional funds and mutual funds. The firm is involved in the institutional wholesale business, and sub-advises portfolios for third-party fund-of-fund managers.

Swiss Finance & Property AG (Swiss Finance) is an alternative investment and advisory firm specializing in real estate and hedge funds. Established in 2001, they are located in Zug and Zurich, Switzerland. Swiss Finance is independent and fully-owned by their managing partners. The firm manages Swiss, European and international portfolios for private and institutional clients. They advise real estate companies, real estate funds as well as other businesses. They invest on behalf of the firm and their clients who include state and corporate pension funds, investment trusts, banks, insurance companies, funds of funds and private individual investors. Swiss Finance manages a number of funds domiciled in Liechtenstein and Luxembourg.

Key Capital Investment Management Ltd. (Key Capital Investment Management) is a private equity subsidiary of KC II Ltd, founded in 2006. The firm is headquartered in Dublin, Ireland.

Institute of Directors In Ireland promotes governance and develops leadership skills. It offer services to boards in Ireland including a non-executive director and chairperson appointment service through the boardroom centre, a board evaluation service, carried out by highly experienced assessors. The company is headquartered in Dublin, Ireland.

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.

The Analyst Research LLP is a British company that provides investment research. The private company is based in London, UK. The company was founded in 2010 by Mark Christopher Hiley, who has been the CEO since 2010.

GlobeScan Capital, Inc. (dba GCI Investors) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Pasupati Sadhukhan in 1996 and became a subsidiary of Brasada Capital Management LP in 2023. GCI Investors provides direct investment services for individual clients, corporate clients, 401k plans, and other registered investment advisors (RIAs) on a sub-advisory basis.

Bank J. Safra Sarasin AG (Investment Management) (J. Safra Sarasin-IM) is the investment management division of Bank J. Safra Sarasin AG, a private banking firm headquartered in Basel, Switzerland. Founded in 1841, the firm is owned by J. Safra Sarasin Holding AG, which is ultimately held by JS International Holdings Ltd. in The Bahamas. J. Safra Sarasin-IM actively manage assets for private and institutional clients.

Part of Cantor Fitzgerald LP, Cantor Fitzgerald Ireland Ltd. is a brokerage services provider. The company is based in Dublin, Ireland. Ronan Reid has been the CEO of the Irish company since 2012.

Trium Capital LLP (TCL) is an investment management firm headquartered in London, UK. The firm was founded by David Bamber in 2013 and is a subsidiary of Trium Holdings Ltd. They manage specialist liquid alternative and ESG funds for various investors. TCL is a signatory of PRI (Principles for Responsible Investing) and SBAI (Standards Board for Alternative Investments), and members of the industry body, AIMA (Alternative Investment Managers Association).

Gresham College is an educational institution that offers a series of lectures on various topics related to business and personal development. The institution is based in London, UK, and the CEO of the private company is Wendy Piatt. The lectures cover essential skills such as time management, public speaking, pursuing a purposeful career, mental and physical wellness, critical thinking, and adopting a growth mindset. The lectures are delivered by experts in their respective fields, such as Professor Bourke, who is a historian and academic, currently working at the University of London.

Part of Allianz SE, Allianz Global Investors UK Ltd. is a company that provides investment advice. The company is based in London, UK and was founded in 2018.

Part of JS International Holdings Ltd., S.I.M. Partnership (London) Ltd. is a British company founded in 1996 that partners with clients for the long term, committed to growing their assets responsibly. The company is based in London, UK. This ensures a sustainable world for future generations.