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Established in 1979, Skandia UK is one of the the nation's top financial services groups. Skandia is controlled by South African financial services group Old Mutual. Skandia Life Assurance and related companies make up what's known as Skandia UK, the arm of Swedish insurance and investment firm Skandia serving the British Isles. Skandia UK offers medium- and high-net-worth clients a range of savings, investment, pension, and insurance products, which are sold through independent financial advisors (IFAs). Parent Skandia operates in more than 20 countries; its largest markets are the UK and Sweden.

Smith & Williamson Holdings Limited was founded in 1881 and is headquartered in London, United Kingdom with additional offices in Belfast, Birmingham, Glasgow, Salisbury, and Southampton, United Kingdom. Smith & Williamson Limited is a member firm of Nexia International. Smith & Williamson Limited operates as a subsidiary of Smith & Williamson Holdings Limited. Smith & Williamson Limited offers accounting and consulting services. The firm provides accounting, tax consulting, reporting, financial modeling, risk management, and compliance and regulatory advisory services. Additionally, it offers due diligence, valuation, business planning, and IT advisory services. The firm also provides pension and financial planning; employee benefits and human resource solutions; forensic; and restructuring and recovery services. It caters to financial, agriculture, real estate, media, technology, corporate, and non-profit sectors.

Soleil Securities Group, Inc. was founded in 2003 and is based in New York, New York with additional offices in Boston, Massachusetts; Cleveland, Ohio; Stillwater, Minnesota; Tampa, Florida; and San Francisco, California. Soleil Securities Group, Inc. is an equity research firm specializing in fundamental and strategy and policy research. The firm provides macro-economic and Washington policy research comprising of real-time, proprietary insights on the investment implications in Washington. It focuses on the growth sectors of the economy including basic materials, capital goods, consumer, energy, financials, healthcare, media, special situations, technology, telecommunications, and utilities sectors. The firm offers its clients real time information and intelligence regarding stock price movements, published research, indications of interest, overhang issues, liquidity, and road show feedback through electronic execution products. It offers institutional sales, trading, and corporate services. The firm caters to institutional and corporate clients.

Solium Capital Inc. provides technology and services for the administration of equity-based incentive and savings programs for public corporations in Canada and the United States. The company services its clients through a Web-based, realtime application called Shareworks. Shareworks is an online solution that integrates the management of multiple equity plan types, including stock options, share appreciation rights (SARs), share units, restricted stock awards, and employee share purchase and holdings plans on one platform. As of December 31, 2008, the company had approximately 8,998 participants. For corporate clients, Shareworks streamlines an administrator’s workflow with regards to the issuance of incentives, the exercise of incentives, reporting of incentives, and day-to-day maintenance of the incentives database. It provides constant online access to reports for securities regulators, internal management, and financial disclosure purposes. Shareworks empowers plan participants by providing direct access to the financial markets through its national online brokerage partners. StockVantage StockVantage is a Web-based solution, which uses the company’s Shareworks technology to deliver solutions for companies with smaller stock option plans.

St. James's Place plc, through its subsidiaries, provides financial and wealth management services in the United Kingdom. It offers pensions, protection, and investment products; unit trust investment products, including ISAs and PEPs; and financial products, such as annuities, mortgages, and stakeholder pensions from third party providers. The company, formerly known as St. James's Place Capital plc, was founded in 1977 and changed its name to St. James's Place plc in May 2006. The company is headquartered in Cirencester, the United Kingdom.

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