Shelly Patel

LGT Wealth Management Ltd. is an investment management firm headquartered in London, UK. The firm was founded in 2007 and formerly known as Abrdn Capital Ltd. In 2023, they became a subsidiary of LGT UK Holdings Ltd., which is ultimately owned by LGT Group Foundation in Liechtenstein. LGT Wealth Management provides discretionary investment management services for private clients, charities and pension schemes.

Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain.

Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients.

The Personal Investment Management & Financial Advice Association provides advice to the investment community.

R.M. Walkden & Co. Ltd. operates as a wealth management company. The company was incorporated on February 26, 1976 and is headquartered in London, the United Kingdom.

Part of Rathbones Group Plc, Arcticstar Ltd. is a British company founded in 1999 that offers investment consultancy services to clients. The company is based in London, UK. Arcticstar provides personalized investment portfolio construction to match the objectives of each client. The company also hosts quarterly investment insights webinars where clients can interact with the co-chief investment officer, head of equities, and head of client development to hear their views on key questions facing investors. Additionally, Arcticstar offers a founder series platform to explore innovation, personal achievements, future focus, wealth, and social responsibility directly with the founders.

Phoenix Group Plc is a technology company based in the Middle East that specializes in blockchain technology and bitcoin mining. Phoenix Group has a diversified portfolio of tech ventures and is poised to shape the future of blockchain technology and the mining landscape. The British company also offers security services, including residential security and close protection specialists for individuals and organizations. Founded in 2017, the private company is committed to innovation, operational excellence, and sustainable practices.

OM Residual UK Ltd. is a holding company which engages in the international investment, savings, insurance, and banking businesses. It focuses on emerging markets such as life insurance, property and casualty, asset management, and banking. The company was founded in 1845 and is headquartered in London, the United Kingdom.

Financial Services Compensation Scheme Ltd. is a compensation fund that protects customers of authorized financial services firms in the UK. The company is based in London, UK. The British company provides a list of financial firms that have failed, wound up, or liquidated, and offers a toolkit for funeral plan providers to understand how FSCS protects customers of FCA-authorized plan providers. FSCS also offers resources to help customers cope with the cost of living crisis, including mental health and debt support. Caroline Rainbird has been the CEO of the company since 2019.

Pearl Group Plc provides insurance services. It offers life and non-life insurance to individuals and other groups. The company is located in London, UK.

Castle Investment Solutions Ltd. provides discretionary fund management services. Its services include initial & ongoing due diligence, unique cost savings, access to bespoke portfolios and access to information. The company is headquartered in Falmouth, the United Kingdom.

The Institute of Risk Management (IRM) is a professional body dedicated to promoting the highest standards in risk management education, training, and professional development. The British company provides risk management advice, guidance, and mentoring to individuals and organizations to improve their capabilities, competencies, and ultimately performance. With a network of members and affiliates, IRM equips individuals and organizations with the skills and knowledge to manage risk effectively in today's complex business environment. The CEO of the non-profit company is Ian Livsey.

Coutts & Co AG (Coutts) is the Swiss private banking subsidiary of Coutts Group, itself a subsidiary of State-owned Royal Bank of Scotland Group plc (LSE: RBS) in Great Britain. Coutts is headquartered in Zurich with offices throughout Switzerland as well as in Hong Kong, Singapore, Monaco, the Middle East and various offshore locations. Formerly known as Coutts Bank von Ernst AG, the firm provides wealth management services for an international clientele of high-net worth individuals.

Part of CliftonLarsonAllen LLP, Engine B Ltd. is a next-generation AI-driven technology company based in London, UK. Engine B specializes in developing cutting-edge AI tools that automate lengthy and complex processes in the audit and accounting sector. The British company's AI tools, enabled by standardized data, work alongside professionals to save time, improve quality, and reduce risk. Engine B is backed by the ICAEW and specializes in data solutions for professional services, with a focus on transforming audit practices. Engine B was acquired by CliftonLarsonAllen LLP on May 01, 2024.

Part of INNOVATE Corp., LCR Telecom Group Plc provides communication solutions to small and medium sized enterprises. The company is based in London, UK. The British company was founded by David Somen, Jonathan Somen. LCR Telecom Group was acquired by INNOVATE Corp. on February 08, 2000 for $94.83 million.

Sanford C. Bernstein Ltd. is a securities brokerage firm headquartered in London, UK. They are a subsidiary of Alliancebernstein Corp. of Delaware, ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Founded in 1999, the firm provides fundamental research and full service execution services to institutional clients globally. They offer bottom-up coverage and portfolio strategies supported by sophisticated quantitative tools.

Premier League Ltd. owns and operates a football league. The private company is based in Glasgow, UK. The British company was founded in 1989 by Max Meltzer.

Procter & Gamble Ltd. manufactures and markets consumer products. It provides fabric and home care products which include laundry, cleaning, detergents, soaps, softeners, and cleansers. The company was founded in 1837 and is located in Newcastle, UK.

Invesco Select Trust Plc is an investment trust, which is intended as a long-term investment vehicle for investors. It manages UK Equity Share, Global Equity Income, Share and Managed Liquidity Share Portfolios which provides exposure to Invesco Perpetual's best UK and international investment ideas and a short-term cash portfolio. Invesco Perpetual Select Trust was founded on August 25, 2006 and is headquartered in London, the United Kingdom.

CHAPS Clearing Co. Ltd. provides information retrieval services. The private company is based in London, UK. The British company was founded in 1985. The CEO is Phil Kenworthy.

Skipton Building Society engages in the provision of mortgages, retirement planning, personal savings, and insurance services. The company was founded in 1853 and is headquartered in Skipton, the United Kingdom.

The Institute of Chartered Accountants in England & Wales ensures that its members, students, and affiliates maintain the highest standards of professional competency and conduct to protect the public interest. The non-profit company is based in London, UK, and has subsidiaries in the United Kingdom. With over 150,000 members, the institute provides technical information, helplines, and communities to its members.

KPMG LLP (United Kingdom) provides audit, advisory, and tax services. Its audit and assurance services encompass accounting advisory, financial reporting publications, financial state audit, internal audit, and revenue recognition. The firm's tax and pension services include statutory residency test, pension, personal tax investigations, tax management consulting, tax technology, legal services, tax value chain, employment issues, indirect tax, and tax policy cycle. KPMG was founded in 1987 and is headquartered in London, the United Kigdom.

Rensburg Sheppards Ltd. provides investment management services. Its services include pension funds, charities and venture capital trusts. The company was founded in May 2005 and is headquartered in Leeds, the United Kingdom.

The Prince's Trust operates as a non-profit charity to help people and start up businesses. The firm addresses youth unemployment by giving practical and financial support to the young people who need it most. The company was founded in 1976 and is headquartered in London, the United Kingdom.

Part of Operation Smile, Inc., Operation Smile United Kingdom is a dental care services provider. The private company is based in London, UK. The British company was founded in 1982 by William Preston Magee.

Part of Morgan Stanley, Morgan Stanley Bank International Ltd. issues credit cards. The company is based in London, UK.

Morgan Stanley International Ltd. provides diversified financial services abroad. The company is headquartered in London, the United Kingdom.

Tilney Group Ltd. provides wealth management services. It also provides investment services and solutions, mutual, opal, and commercial property funds through its asset, pension management, and managed portfolio services. The company was founded in1836 and is headquartered in London, the United Kingdom.

Hanover Housing Association is a non-profit organization which provides rental and homeownership retirement housing services. It also offers asset management procurement strateg. The organization was founded in 1963 and is headquartered in Staines, the United Kingdom.