Tim Lucas

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.

Meridiem Investment Management Ltd. is the asset management subsidiary of Meridiem Investment Ltd., owned by Veritas Investment Partners Ltd. in Great Britain. The firm was formerly known as Veritas Investment Partners (UK) Ltd. Headquartered in London, Meridiem Investment Management provides discretionary investment service to private investors, smaller institutions and charities in the UK and internationally.

S.I.M. Partnership (London) Ltd. is based in London, UK. Part of JS International Holdings Ltd., S.I.M. Partnership (London) Ltd. is a holding company. Founded in 1996.

Veritas Asset Management LLP (VAM), formerly known as Veritas Asset Management (UK) Ltd., is the wholly-owned fund management subsidiary of VAM Bidco Ltd., itself a subsidiary of Affiliated Mangers Group, Inc. (NYSE: AMG) in the US. The firm is headquartered in London and was founded in 2003. VAM manages both funds and segregated portfolios, with either long-only or long-short real return mandates. They specialize in Global and Asian equities and invest alongside clients to align interests. Their clients include institutions, charitable trusts and private clients, primarily high-net worth individuals.

Sarasin & Partners LLP (Sarasin) is a global investment manager headquartered in London, UK. The firm was founded in 1983 and formerly known as Sarasin Investment Management Ltd. They are a subsidiary of SIM Partnership (London) Ltd., ultimately held by JS International Holdings Ltd. in The Bahamas. Sarasin invests thematically and responsibly on behalf of charities, private clients, institutions and investment professionals.

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.

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.

First Sentier Investors (UK) IM Ltd. (FSIIM) is the wholly-owned, Great Britain-based specialist asset management subsidiary of S.I. Holdings Ltd., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Headquartered in Edinburgh, the firm was founded in 1970 and formerly known as First State Investment Management (UK) Ltd. FSIIM provides discretionary investment management and portfolio management services to a range of institutional clients and funds.

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.

The Investment Association provides investment services. It also offers trainings and seminars. The company was founded on October 13, 1959 and is headquartered in London, the United Kingdom.

Jupiter Asset Management Ltd. (JAM) is an investment management firm headquartered in London, UK. The firm was founded in 1985 and is a subsidiary of Jupiter Investment Management Group Ltd., ultimately owned by Jupiter Fund Management plc (LON: JUP). They were previously a subsidiary of Commerzbank AG until 2007 when their senior management acquired the firm through a management buyout. The firm offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. JAM is a signatory on a number of key initiatives such as the UN Principles for Responsible Investment.

Close Asset Management Ltd. (Close AM) is the asset management subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group plc (LSE: CBG, ADR: CBGPY) in Great Britain. The firm was founded in 1982 and does business as Close Brothers Asset Management. Headquartered in London, Close AM provides a bespoke investment management service to private clients, trusts and corporates.

Tenax Capital Ltd. is an alternative investment manager headquartered in London, UK. The firm was founded in 2004 and is a subsidiary of China-based Fosun International Ltd. (HKG: 0656), which is owned by Fosun International Holdings Ltd. in British Virgin Islands. Tenax Capital offers Fixed Income, Private Debt, Insurance-Linked Securities (ILS) and Equity strategies for various investors.

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.

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).

Deka Investment GmbH (Deka) is the wholly-owned asset management subsidiary of DekaBank Deutsche Girozentrale in Germany. Founded in 1995, the firm is headquartered in Frankfurt and acts as the investment arm of the DekaBank Group. The firm offers a range of funds in a variety of asset classes including large-, mid- and small-cap, corporate and government bonds, asset backed securities and convertible bonds for retail and institutional investors.

FIL Investments International (FILII) is an asset management firm headquartered in Tadworth, UK. The firm was founded in 1979 and is a subsidiary of FIL Holdings (UK) Ltd., which is ultimately held by FIL Ltd. in Bermuda. FILII provides investment advisory and management services to their clients.

Union Investment Privatfonds GmbH (Union Investment) is the asset management subsidiary of Union Asset Management Holding AG in Germany. Founded in 1956, the firm was formerly known as Union-Investment-Gesellschaft mbH and changed their name to Union Investment Privatfonds GmbH in 2002. Headquartered in Frankfurt, Union Investment is a socially responsible investor which offers a product range that covers all asset classes worldwide including equity, fixed-income, balanced, index and real estate funds.

Part of UBS Group AG, SG Warburg & Co. Ltd. provides security brokerage services.

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.

Cornelian Asset Managers Ltd. (Cornelian) is a Scottish specialist investment firm headquartered in Edinburgh. Founded in 1992, the firm was formerly known as Noble Asset Managers Ltd. and changed their name to Cornelian Asset Managers in 2005. They are a subsidiary of Cornelian Asset Managers Group Ltd., ultimately held by Brooks MacDonald Group plc (LON: BRK). Cornelian creates and actively manages high quality, diversified, multi-asset portfolios and risk-managed funds to clients ranging from individuals and their families to large pension funds and charities.

Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals.

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.

Part of American Express Co., American Express Ltd. is a company that provides credit card services. The company is based in Wilmington, DE.

IQUW Syndicate Management Ltd. provides motor insurance services. It offers insurance for private cars, classic cars, vans, motorcycles, taxis, minibuses, fleets, haulage and agricultural vehicles. The firm operates through its offices located in Brentwood, London and Swansea. The company was founded in 1946 and is headquartered in Brentwood, the United Kingdom.

Fox-Pitt, Kelton Ltd. engages in providing investment advisory services. It is also underwriter of equity securities and actively serves as a strategic advisor providing advice on mergers & acquisitions, corporate restructurings and equity capital market transactions for banks, insurance companies and other financial services companies around the world. The company was founded in 1971 and is headquartered in London, the United Kingdom.

Part of The Bank of New York Mellon Corp., BNY Mellon Investment Management LLC is one of the largest asset managers in the world, with $2.20 trillion in assets under management as of March 31, 2021. The company is based in Boston, MA. The company offers solutions across every major asset class, backed by the strength, stability, and presence of BNY Mellon. The CEO of the company is Hanneke Smits.

Pantheon Ventures (UK) LLP (Pantheon Ventures) is a private equity subsidiary of Affiliated Managers Group, Inc. founded in 1982 by Rhoderick Martin Swirefire and Geoffrey Robert Norman. The firm is headquartered in London.

Level20 operates as a non-profit organization to inspire women to join and succeed in the private equity industry. The non-profit company is based in London, UK. The British company was founded in 2015 by Alexandra Caroline Hess, Cecile Belaman, Dana Michelle Haimoff, Emma Osborne, Hanneke Smits, Jennifer Dunstan, Kathleen Marie Bacon, Kathryn Mayne, Lori Anne Hall-Kimm, Sasha van den Blink. Gurpreet Kaur Manku has been the CEO of the company since 2022.

Part of The Bank of New York Mellon Corp., Newton Investment Management (North America) Ltd. is a British company founded in 1992 that offers a Vocational Trainee Programme. The company is based in London, UK. The company works with its clients to deliver their desired investment outcomes using a responsible, theme-based approach, fundamental research, and industry experience.

Part of The Bank of New York Mellon Corp., Newton Management Ltd. is a British company that provides wealth management services. The company is based in London, UK. Newton Management was founded in 1992.

Impetus-The Private Equity Foundation transforms the lives of young people from disadvantaged backgrounds by ensuring they get the right support to succeed in school, in work and in life. The non-profit company is based in London, UK. and has subsidiaries in United Kingdom. The CEO of the British company is Andy Ratcliffe.

CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year.