Adam Geoffrey Smears

Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries.

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.

Försäkringsaktiebolaget Skandia, part of the Old Mutual Group, is a supplier of solutions for financial security and long-term savings. The company was founded in 1855 and is headquartered in Stockholm, Sweden.

Part of Citigroup, Inc., Prudential Banking Plc provides personal loans and mortgage services. The British company was founded by Robert Michael Head.

Gartmore Investment Management Ltd. provides investment products and services. The company was founded in 1969 and is headquartered in London, the United Kingdom.

Gartmore Group Ltd. provides equity and asset management services. It also offers fund management and portfolio management services. The company was founded in 1969 and is headquartered in London, the United Kingdom.

FIL Investment Advisors (UK) Ltd. (FIA UK) is a Great Britain-based fund management firm headquartered in Tadworth, Surrey. Founded in 1984, the firm is a wholly-owned subsidiary of FIL Holdings (UK) Limited, which in turn is a wholly-owned subsidiary of FIL Ltd. in Bermuda. FIA UK provides a range of global investment products and services to institutional accounts, mutual funds and other pooled investment vehicles.

Tilney Investment Management Ltd. provides investment advisory services. The firm caters to private investors interested in managing their wealth on behalf of their families, businesses, and for personal or philanthropic ventures. It provides access to investment products, including some developed for institutional clients, such as cash, equities, bonds, mutual funds, structured products and derivatives, foreign exchange and commodities, hedge funds, private equity, and real estate. The company was founded in 1836 and is headquartered in London, the United Kingdom.

Van Lanschot Kempen Investment Management NV (Van Lanschot Kempen) is a specialist wealth manager headquartered in Amsterdam, Netherlands. The firm was founded in 1991 and was formerly known as Kempen Capital Management NV. They are a wholly-owned subsidiary of Van Lanschot Kempen NV (AMS: VLK). Van Lanschot Kempen administers Dutch pension funds and provides integral asset management for Dutch institutional clients.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

Bordier & Cie (UK) Plc (Bordier UK) is the Great Britain-based, specialist investment management subsidiary of Bordier Holdings SA in Switzerland. Headquartered in London, the firm was founded by Jamie Berry in 1981 and formerly known as Berry Asset Management Plc. They changed their name to Bordier & Cie (UK) Plc in 2014. Bordier UK manages portfolios for private families, pension funds, trusts, charities, offshore bonds, livery companies, small institutions, welfare committees, and trustees.

Mercer Ltd. is the Great Britain-based asset management subsidiary of MMC UK Group Ltd., ultimately held by Marsh & McLennan Cos., Inc. (NYSE: MMC) in the US. Headquartered in London, the firm was founded in 1970 and provides investment management services to individuals, institutional investor, non-profit/endowment, financial intermediary and family office.

Butterfield Mortgages Ltd. is the wholly-owned subsidiary of The Bank of N.T. Butterfield & Son Ltd. (NYSE: NTB) in Great Britain. Created in 2004 when merchant bank Leopold Joseph merged with the Bank of N.T. Butterfield & Son Ltd. The bank is located in London and provides full private banking and treasury services, internet banking, wealth management and fiduciary services to high-net worth individuals and privately-owned businesses.

Jupiter Unit Trust Managers Ltd. provides investment and financial services. It offers unit trusts, investment trusts, pension funds, offshore funds and other asset management vehicles including savings accounts. The company headquartered in London, UK.

Part of PricewaterhouseCoopers International Ltd., Coopers & Lybrand (London) is a British company that provides accounting services. The company is based in Edinburgh, UK.

Founded in 1992, Janus Henderson Fund Management UK Ltd. is a subsidiary of Janus Henderson Group Plc. The company acts as an open-end investment fund/unit trust and is based in London, UK.

Praefinium Partners Ltd. (Praefinium) is a privately-held alternative investment firm headquartered in London, UK. The firm was founded in 2000 by Alpesh Patel, Ajay Singh and Nayan Srivastava. Praefinium provides intelligent access to worldwide growth economies (primarily India, Central Eastern Europe and the United States of America), regulated and supervised in the UK. The firm invests for an exclusive group of investors who include renowned institutional investors, sovereign funds, family offices and a selected group of ultra-high net worth individuals.

Part of Invesco Ltd., Source UK Services Ltd. is a company that provides fund management services. Source UK Services Ltd. is based in London, UK. Source UK Services was acquired by Invesco Ltd. on August 18, 2017 for $500 million. The CEO of the British company is Marco Mautone.

The On-Line Partnership Group Ltd. provides financial and mortgage advisory group membership services. The company is headquartered in Horsham, the United Kingdom.

Founded in 1989, Russell Investments Systems Ltd. is a subsidiary of Russell Investment Management LLC. The company provides other business support services and is based in London, UK.

BT Pension Scheme Management Ltd. (BTPSM) is the investment manager of the BT Pension Scheme (BTPS), a defined benefit pension scheme for employees, former employees and dependents of BT Group Plc (BT) (LON: BT.A) and some of its associated companies. Headquartered in London, the firm was founded in 2004 and is ultimately owned by BT. BTPSM is the primary service provider (investment advisors, funding and fiduciary management services, covenant oversight, member services, operational and secretariat services) to BTPS.

Russell Investments France SAS is an asset management firm headquartered in Paris, France. The firm was founded in 2012 and is a subsidiary of Russell Investments Group LLC, which is owned by Russell Investment Management LLC in the US. Russell Investments France provides investment solutions to financial professionals and institutional investors.

Part of Russell Investment Management LLC, The Whitechurch Network Ltd. is a British company that provides financial and mortgage advisory group membership services. The company is based in Horsham, UK. The company was founded in 1998. The Whitechurch Network was acquired by The On-Line Partnership Group Ltd., part of Russell Investment Management LLC from November 19, 2013.

Part of Sanlam Ltd., Alexander Forbes Life Ltd. is a South African company that provides employee benefits, investment management, insurance, and wealth management solutions. The company is based in Sandton, South Africa. The company was founded in 1935. The CEO is Dawie de Villiers. Alexander Forbes Life was acquired by Sanlam Life Insurance Ltd. from Alexander Forbes Group Holdings Ltd. on April 01, 2022 for $7.31 million.

Old Mutual Wealth Trust Co. Pty Ltd. is an independent investment management firm headquartered in Cape Town, South Africa. The firm provides financial solutions to individuals, small and medium-sized businesses and corporates in South Africa, the rest of Africa and certain other emerging markets.