Legal & General Group Plc

FIA-UK is an active manager which aims to achieve long-term capital appreciation through a bottom-up approach. They focus on individual companies that seek to identify fundamental value in stocks. They use a wide variety of investment strategies in managing client assets. FIA-UK conducts fundamental research, focusing on business franchise, trading environment, valuation, and management. Top-down considerations complement their approach, with particular attention paid to political, environmental and social issues likely to impact a company's potential. Positions are usually significant in size and long-term in duration. FIA-UK is heavily research-oriented and does not rely on sell-side research.

Hargreaves Lansdown Stockbrokers Ltd., a subsidiary of Hargreaves Lansdown Plc, is a British company located in Bristol that provides brokerage services. The firm was founded in 1981 by Peter Kendal Hargreaves.The company says this about itself: Hargreaves Lansdown Stockbrokers Ltd is a member firm of the London Stock Exchange and PLUS, and is regulated as an independent agency stockbroker, in the provision of both stockbroking and other investment services.

Threadneedle AM is an active, client-focused and performance driven manager which follows a variety of strategies not limited to any particular investment approach, style or focus. They invest in equity, debt, cash instruments, real estate and other alternative asset classes. They believe that outperformance is created by the quality of their thinking about economics, markets and securities. The firm is responsive to market conditions and believes in conviction-based decision making. Threadneedle AM’s investment process is structured to facilitate the generation, assessment and implementation of investment ideas. They invest in equity worldwide, including in emerging markets, and across market-caps. Investment decisions are based on in-house fundamental research underpinned by rigorous reviews of individual stocks based on thematic research, sector knowledge and a sharing of ideas within and across teams. Threadneedle AM invests in fixed-income across the market spectrum, with portfolios focused on emerging markets, high yield, governments, investment grade, money markets and ABS. Investment decisions are based on team views and are supported by quantitative analysis.

Co-Founder at Motability

Former Hereditary Peer at United Kingdom House of Lords

Life Peer at United Kingdom House of Lords