Jonathan Polin

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.

R.C. Brown Investment Management Plc (RCBIM) is an independent, institutional and retail investment management company based in Bristol, UK. Formally established in 1990, the firm is the continuation of the DRG in-house pension investment management team, which started operating in 1980. RCBIM offers tailored services to charities, pension funds, OEICS, onshore trusts and substantial private client portfolios.

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

Permira Advisers LLP (Permira Advisers) is a private equity subsidiary of Permira Holdings Ltd founded in 1985 by Peter M. Smitham. The firm is headquartered in London, United Kingdom.

Sanlam Investment Management (Pty) Ltd. (SIM) is the asset management subsidiary of Sanlam Life Insurance Ltd., which in turn owned by Sanlam Ltd. (JSE: SLM, OTCMKTS: SLLDY) in South Africa. Headquartered in Bellville, the firm offers a wide range of investment and financial planning solutions and a comprehensive range of local and offshore investment products to end investors, financial planners and institutions. SIM is a signatory to both the Code for Responsible Investing in South Africa (CRISA) and its forerunner, the United Nations-backed Principles of Responsible Investing (UNPRI).

Sanlam Life Insurance Ltd. provides life insurance services. It offers life, funeral cover, disability cover, income protection, critical illness insurance products, medical aid, gap cover insurance vehicle, house contents, building and all risk insurance products. The company was founded in 1918 and is headquartered in Bellville, South Africa.

Just Retirement (Holdings) Ltd. provides retirement products and services. It offers enhanced annuities, fixed term annuities and equity release lifetime mortgages. The company was founded by Michael John Fuller on March 19, 2004 and is headquartered in Surrey, the United Kingdom.

VSA Capital Ltd. (VSAC) is the brokerage subsidiary of VSA Capital Private Investments Plc. The firm is headquartered in London and was founded in 1989. VSAC provides brokerage services to their clients.

Sanlam Investments UK Ltd. (Sanlam UK) is the Great Britain-based specialist equity investment management subsidiary of Sanlam Investment Holdings UK Ltd., ultimately owned by Sanlam Ltd. (JSE: SLM) in South Africa. The firm was founded in 2006 by Derrick Dunne, Ted Williams, Chris Rodgers and Tom Carroll. Headquartered in London, Sanlam UK manages a number of pooled funds and segregated accounts for institutional and retail clients.

L.E.K. Consulting is a global strategy consulting firm that specializes in corporate strategy, transaction services, and performance improvement. Founded in 1983, L.E.K. currently employs over 900 professionals in 20 offices worldwide. Global clients include Fortune 500, FTSE 100, Eurotop 300, and many of the largest firms in Asia-Pacific. With a reputation for solving the most complex issues, L.E.K. collaborates with business leaders to accelerate the pace and precision of strategic decision-making.

Hawksmoor Investment Management Ltd. (Hawksmoor) is an investment management firm headquartered in Exeter, UK. The firm was founded by John C. Crowley in 2008 and is a subsidiary of Hawksmoor Group Ltd. Hawksmoor provides discretionary management services for private investors which includes trusts, pension schemes and charities. They also manage multi-asset funds-of-funds and a series of risk-based model portfolios for financial advisers.

Just Retirement Group Holdings Ltd. operates as a holding company, which offers life assurance services through its subsidiary. The company was founded in November 2009 and is headquartered in Reigate, the United Kingdom.

Punter Southall Group Ltd. provides financial planning and investment advisory services. It offers actuarial advice, pensions consulting, risk, administration, health & protection advice, investment consulting and specialist services to private clients, pension scheme trustees, private equity investors, employers, and institutional investors. The company was founded by Jonathan Dominic Punter and Stuart Southall in 1988 and is headquartered in London, the United Kingdom.

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.

KW Investment Management Ltd. is the Great Britain-based wealth management subsidiary of Kingswood Holdings Ltd. (LON: KWG), which is owned by Kingswood Property Finance LP. The firm was founded in 2009 and formerly known as European Wealth Management Ltd. Headquartered in London, KW Investment Management provides investment advisory and management services to private individuals and some UK universities and charities.

CASLP Ltd. is an insurance management firm headquartered in Bristol, UK. The firm was founded in 2011 as Sanlam Life & Pensions UK Ltd. They were acquired by Chesnara Plc (LON: CSN) and changed its name to CASLP Ltd. in 2022. CASLP provides insurance solutions and products to individual and institutional clients.

Sanlam Private Wealth (Pty) Ltd. is a wealth management firm headquartered in Cape Town, South Africa. The firm was founded in 1999 and is a subsidiary of Sanlam Investment Management (Pty) Ltd., ultimately held by Sanlam Ltd. (JSE: SLM). Sanlam Private Wealth manages a comprehensive range of local and global equity-only or multi-asset portfolios for high net-worth clients, family offices, financial institutions, and not-for-profit organizations.

Sanlam UK is part of the Sanlam global financial services group & firmly establishes the group in the UK. Within Sanlam UK, they have leaders in investment expertise, financial planning, product innovation & customer service, as well as technical & training specialists. Sanlam in the UK has developed through holdings in several companies involved in financial services. Merchant Investors was purchased in 2003, now known as Sanlam Investments & Pensions, specialising in niche financial products. In 2008, Sanlam acquired a majority stake in the financial planning firm Buckles which has become Sanlam Private Wealth. Sanlam Fund Solutions was established in 2008, as a specialist firm of discretionary investment managers. As well as these core companies, Sanlam UK also has an interest in the wrap provider, the Nucleus Financial Group. Sanlam UK’s vision is to be a leader in wealth management. They lead with courage, serve with pride, care because they respect others & act with integrity & accountability. They are ambitious for customer.

Walker Crips Stockbrokers Ltd. (Investment Management) (Walker Crips-IM) is the investment management division of Walker Crips Stockbrokers Ltd., itself a subsidiary of Walker Crips Group Plc (LSE: WCW) in Great Britain. Headquartered in London, Walker Crips-IM was founded in 2003 and provides a range of investment management services for institutional ad private investors.

Part of Just Group Plc, Just Retirement Ltd. is a British company that provides life assurance financial services and retirement solutions. The company is based in Reigate, UK. The company was founded in 2004 by Christopher Mark Berryman.

Part of Just Group Plc, Just Retirement Solutions Ltd. is a British company that provides life assurance financial services and retirement solutions. The company is based in Reigate, UK.

Rowan Dartington & Co. Ltd. (Rowan Dartington) is an investment management firm headquartered in Gloucestershire, UK. The firm was founded in 1990 as Oval (823) Ltd. They are a subsidiary of Rowan Dartington Holdings Ltd., ultimately owned by St. James's Place Plc (LON: STJ). Rowan Dartington provides personalised investment management to IFAs, private clients, companies, charities and trusts. The firm offers a broad range of portfolio management services, specializing in advisory and discretionary investment management.

Part of Beaufort International Associates Plc, Beaufort Securities Ltd. is a British company that provides brokerage services. The company is based in St. Mary Axe, UK. Tanvier Mohsin Malik has been the CEO of the company since 2012.

Specialist Lending Ltd. is based in Basingstoke, UK. The British company offers its partners an embedded retail finance solution, allowing their customers to spread the cost of their purchases responsibly. Specialist Lending Ltd. was founded in 2017.

Part of Cavendish Financial Plc, Cavendish Capital Markets Ltd. is a British brokerage company. The company is based in London, UK. The company was founded in 2007 by Samantha Jane Smith. John Carlos Farrugia has been the CEO of the company since 2022.

Part of UUG Holdings (No. The company is based in London, UK. 3) Ltd., Utmost Group plc is a British company that provides insurance consolidation services. The company was founded in 2013 by Andrew Paul Thompson, Ian Graham Maidens. Andrew Paul Thompson has been the CEO since 2013.

Vinehall School Ltd. provides education services. The non-profit company is based in Robertsbridge, UK. It was founded in 1938.