Marcus Kenneth Brookes

SIM is an active investment manager that utilizes a contrarian investment approach supported by fundamental, in-house research, regular company visits and their group's global network. Research is shared worldwide within the parent group and is organized in specialist teams, with local specialists contributing their expertise to global sector teams. The firm also utilizes their proprietary software, the Global Research Investment Database, to integrate and distribute in-house and external research, assisting investment managers in portfolio construction. They manage risk through another proprietary tool called Portfolio Risk Investment Strategy Manager (PRISM).

Provides investment management and advisory services to businesses, institutions, and private investors

Functions as an open-end investment fund

CCM is an active, value-oriented investment manager which follows a bottom-up investment process and adopts a pragmatic approach. They try to anticipate the evolution of a company's stock by analyzing their business life cycle, taking into account global economic and market factors. The firm seeks to meet biannually with the companies in their portfolio. The firm's managers concentrate on their area of expertise, namely UK and European securities, fixed-income, multi-manager and alternative asset classes. They rely on external managers for other areas. CCM meets regularly with the companies in their portfolio and makes investment decisions as a team. Funds are managed to follow relevant industry indexes.

Quilter Investors is an active manager which focuses on delivering strong investment performance and customer-focused investment solutions that result in positive long-term outcomes. Their open-architecture platform gives customers access to a wide range of investment funds run by third-party fund managers as well as their own in-house fund managers. The platform also enables them to develop packaged investment solutions, including multi-manager portfolios. The firm's core investment philosophy is to give fund managers the freedom to perform, backed by a business infrastructure that balances their freedom with an appropriate regulatory and risk framework.

Provides wealth management services