TATTON ASSET MANAGEMENT PLC

Tavistock Investments Plc, a company based in the United Kingdom, specializes in offering investment management and comprehensive support solutions to a broad network of financial advisors. For independent financial advisors and financial advice firms, the company delivers essential support services covering compliance, regulatory oversight, administration, and accounting. It also caters to affluent private clients, offering independent financial advice, meticulous financial planning, tax-saving strategies, and sophisticated investment management. Businesses can also leverage its corporate advisory expertise. Furthermore, Tavistock manages institutional investment portfolios and provides a flexible retirement guarantee specifically for principals. Its services additionally encompass retirement and pension planning, comprehensive wills and estate management, and various finance-raising solutions. Established in 2004, Tavistock Investments Plc is headquartered in Ascot, UK.

BROOKS MACDONALD GROUP PLCBRK · Asset ManagementLondon, United Kingdom

67% matchPublic

Brooks Macdonald Group plc, operating through its subsidiaries, delivers a comprehensive array of investment and wealth management solutions. These services are provided to private clients, pension funds, professional intermediaries, and trustees across the United Kingdom and the Channel Islands. The company's operations are divided into two main segments: UK Investment Management and International. Among its specific offerings are tailored financial planning advisory services for high-net-worth individuals, families, and businesses, in addition to multi-asset and specialized fund products catering to the retail sector. Brooks Macdonald Group plc, founded in 1991, maintains its headquarters in London, United Kingdom.

PREMIER MITON GROUP PLCAsset ManagementGuildford, United Kingdom

66% match

Premier Miton Group plc operates as a publicly traded investment management firm. It specializes in managing investments across global public equity and fixed-income markets. The company, which was established in November 2019, has its headquarters located in Surrey, United Kingdom, and was formerly known as Premier Asset Management Group Plc.

Rathbones Group Plc specializes in providing personalized investment and wealth management services through its subsidiaries. These services are extended to a diverse clientele, including private individuals, charitable organizations, trusts, and professional associates, primarily within the United Kingdom and Jersey. The company's operations are divided into two main divisions: Investment Management and Funds. Its comprehensive offerings include the oversight of discretionary investment portfolios, administration of unit trusts, financial planning and advisory support, customized managed portfolios, and banking and lending solutions. Additionally, the firm offers expert guidance on trust, tax, and legal matters. Founded in 1742, the company was formerly known as Rathbone Brothers Plc before rebranding to Rathbones Group Plc in December 2021, and its main office is situated in London, United Kingdom.

GRESHAM HOUSE INC. & GROWTH VCT PLCGHV1 · Asset ManagementUnited Kingdom

65% matchPublic

Gresham House is a specialist asset management company that provides investment management services to institutional investors, financial advisers, family offices, and individual investors. The firm manages various asset classes and offers funding and investment solutions tailored to different types of clients.

Thomond Asset ManagementAsset ManagementIreland

65% match

Thomond Asset Management is a wealth management and financial advisory firm located in Limerick, Ireland. The company provides professional financial services to its clients.