Nicholas Melhuish

Operates as a hospital

Functions as a foundation or endowment

Amundi UK is a multi-specialist, research-oriented manager which invests in all asset classes and major currencies. They employ both active and passive strategies and propose dedicated investment solutions based on customer needs. The firm's central and independent risk management department monitors risk on a unified, integrated and consistent basis and is strengthened by their links to academic circles.

UBS-UK is an active, long-term manager which utilizes integrated investment platforms and a range of investment strategies. The firm employs global tactical asset allocation to take advantage of valuation anomalies through derivatives, both in markets and in currencies. Their investment approach is team-oriented and based on fundamental and proprietary quantitative research generated in-house on a global basis. They aim for a local sector-neutral portfolio selection, which is then used to create global portfolios. UBS-UK invests in equity, fixed-income, hedge funds, liquidity and cash, multi-asset, real assets/PE, and passive/ETFs.

Nicholas-Applegate Capital Management employs a forward-thinking, change-focused investment philosophy to create domestic and international portfolios across fundamental and systematic equity, income and growth strategies. The firm's investment approach seeks to identify points of inflection that could lead to strong price appreciation and to invest in a timely manner to maximize return potential. The firm's range of investment strategies include domestic, global, international and specialty portfolios. Each portfolio follows one of two approaches: traditional or model-driven (systematic). Nicholas-Applegate tends to invest in the stocks of companies in the electronic technology, health technology, technology services, consumer non-durables and finance sectors. The firm invests globally, across all market-caps. Nicholas-Applegate maintains a medium turnover rate.

PIL offers professional, active investment management across a broad range of asset classes, including traditional long-only equity, fixed income, multi-asset income, alternative, and multi-asset class strategies. The firm’s research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. They rely significantly on research generated in-house which is tailored to the precise needs of their investment professionals. External research is also used - for example, to evaluate consensus views and to augment the research process.

SIMNA manages assets for domestic and foreign clients in strategies focusing on US equity and US fixed income securities, including US tax-exempt securities. The firm also markets strategies focusing on non-US equity and fixed income securities, as well as multi asset, quantitative and alternative strategies.