Investing smarter for the world you want. At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world. Millions of people rely on us to manage their money and invest for their future; together they entrust us with £491 billion. Whatever world you want, our purpose is to help you achieve it. We do this by being globally connected, intense about research, having a responsible ethos and a focus on continuous improvement.Source: Columbia Threadneedle Investments as of 31 March 2023.
Evenlode Investment Management is a dedicated, independent investment firm based in rural Oxfordshire managing three strategies, UK Equity Income, launched in 2009, Global Equity Income, launched in 2017 and Global Equity Growth, launched in 2020. The Evenlode brand was created in 2009, originally as part of the Wise Investment Group. It is now a standalone, separately regulated entity with 34 employees, and has over £5.5 billion under management (as at 30th April 2023). The firm is wholly owned by its employees through an employee ownership trust. Spring Capital provides fund raising and marketing services for open-ended investment funds including Evenlode.
Harding Loevner is a Global equity specialist, established in 1989 by former investment managers for Rockefeller & Co. A single investment philosophy, bottom-up process and research team drives all strategies, while equity-based compensation aligns our goals and time horizon with those of our clients. Our team of 33 investment professionals has an average 23 years’ investment experience and 10 years with the firm. From our offices in Bridgewater, NJ and the City of London, we manage over $55 billion in client assets across all equity strategies, including Global, Global Paris-Aligned, Global Small Companies, International (non-US), Emerging Markets, Emerging Markets ex-China, Frontier Emerging Markets, and Chinese Equity.
Marlborough is one of the UK’s leading independently owned investment management specialists and has earned a succession of awards for skilled active management across a range of key asset classes. We have been managing money for more than 30 years and our consistent growth has been built on our reputation for investment excellence and our commitment to working in partnership.
Royal London Asset Management (RLAM) is one of the UK’s leading investment companies, having built a strong reputation as an innovative manager, investing across all major asset classes. RLAM manages over £150.8 billion of assets as of 31 March 2023, split between equities, fixed interest, multi asset investing, property and cash, with a market leading capability in sustainable investing. Products include funds and segregated accounts investing in government bonds, investment grade, high yield and unrated credit, equity income and equity growth across global developed markets, as well as UK property and cash and short-term money market instruments
Union Bancaire Privée (UBP) is a Swiss family-owned business that was founded in 1969 and specialises in both wealth management and asset management. UBP is headquartered in Geneva, it employs 1,960 people in offices worldwide including London, and holds some GBP 125 billion in assets under management (numbers as at 31 December 2022).