Terry McDaniel & Company provides tailored investment counseling and portfolio management services for individuals, charitable foundations, and employee benefit plans. The investment advisory firm, which was founded in 1985, has more than $400 million in assets under management. Terry McDaniel & Company focuses on equity investing, but also invests in some fixed-income securities. It concentrates on companies that offer essential products and services, and it invests in them long term.

TTT Moneycorp Limited provides foreign exchange (FX) services to private and corporate customers. It enables individuals to purchase overseas property, transfer emigration funds, and make regular payments, as well as provides currency information, including currency charts and tools, and weekly currency updates. The company also serves business clients with protecting profitability, FX risk management, and online dealing and payments. In addition, it provides travel money services, including bureaux de change, a prepaid currency card and home delivery solution; bulk currency services for banks, money service businesses, and other industry sectors; and FX, CFDs, ETFs, shares, and futures trading services. Further, TTT Moneycorp Limited supplies wholesale currency banknotes to money services businesses, private banks, FX brokers, shipping companies, travel companies, cruise companies, and aircraft charters.

Alltrue Investments wants investors to trust (and entrust) in them. Alltrue Investments PLC, which offers stock market-related financial services and investment advice, operates primarily through its Falcon Securities and Montague Pitman Stockbrokers subsidiaries. Falcon offers a variety of stock-related brokerage and investment management services to private individuals and small- to midsized companies. Montague, on the other hand, serves as retail broker that provides market reporting and investment management to a variety of clients ranging from first-time investors to day traders. Alltrue Investments and its subsidiaries primarily serve clients in the UK.

Atlantic Trust Group helps the fabulously wealthy stay that way. A subsidiary of mutual fund manager Invesco, Atlantic Trust Group company oversees more than $15 billion of assets under management for wealthy individuals and families, as well as institutional investors such as foundations and endowments. Atlantic Trust Group company offers investment management products and services such as financial counseling, equity and fixed-income investments, trust and custody services, and tax and estate planning. Atlantic Trust Company also provides access to alternative investments such as hedge funds and private equity. Atlantic Trust has about a dozen offices in cities across the US.

Quad-C Management, Inc. was founded in 1989. Quad-C Management, Inc. is a private equity firm specializing in management buyouts, owner recapitalization and family succession, and industry consolidation in middle market companies through both, internal growth and add-on acquisitions. Under management buyouts, the firm seeks to invest in corporate orphan, where it help managers acquire a division of a parent company, a going private, where the firm work with management to buy out public shareholders and take the company private, or a buyout of a private company, where it partner with management and buyout shares from the controlling private shareholders. The firm will also consider smaller strategic acquisitions for its current portfolio companies. It prefers to invest in building products; specialty finance; food, beverage, and restaurants; transportation and logistics; distribution; infrastructure; healthcare; equipment rental; financial services; light manufacturing; packaging; specialty chemicals; security and corrections; business-to-business services; education and training; and consumer and leisure products sectors.

The Pioneer Group, Inc., as of December 31, 1999, conducted its operations through Pioneer Investment Management (PIM), Pioneer International Financial Services, and Pioneer Global Investments. PIM included investment management and marketing of the company's 25 U.S. registered investment companies in the Pioneer Family of Mutual Funds, as well as the nine offshore mutual funds; distribution of shares of the Pioneer Family of Mutual Funds; and shareowner servicing for the Pioneer Family of Mutual Funds. Pioneer International Financial Services consisted of investment management and financial services. Pioneer Global Investments included the company's diversified strategic businesses, consisting of U.S. and international venture capital operations, U.S. and international real estate operations, and timber harvesting. As of 10/25/2000, Pioneer Asset Management USA Inc. operates as a subsidiary of Unicredito Italiano.

Kleinwort Benson Private Bank Limited and Kleinwort Benson Channel Islands Holdings Limited represent the combined operations of Kleinwort Benson Private Bank Limited and Kleinwort Benson Channel Islands Holdings Limited in their sale to RHJ International SA. As of July 1, 2010, Kleinwort Benson Private Bank Limited and Kleinwort Benson Channel Islands Holdings Limited were acquired by RHJ International S.A. Kleinwort Benson Private Bank Limited provides banking and wealth management service. The company is based in London, United Kingdom. Kleinwort Benson Channel Islands Holdings Limited provides banking and financial service. Kleinwort Benson (Channel Islands) Ltd. company is based in Westbourne, Channel Islands.

Management Limited was founded in 1881 and is based in Edinburgh, Midlothian. Martin Currie Investment Management Limited is an employee owned investment manager. The firm primarily provides its services to financial institutions, charities, foundations, endowments, pension funds, family offices, government agencies, investment trusts, banking or thrift institutions, pooled investment vehicles, and corporations. It manages separate client focused equity portfolios. The firm also manages mutual funds and hedge funds for its clients. It invests in the public equity markets across the globe. The firm invests in growth oriented value stocks employing a thematic investment approach. It employs fundamental analysis with a combination of bottom-up and top-down stock picking approach to create its portfolios. The firm makes use of both internal and external research to make its investments. It operates as a subsidiary of Martin Currie Limited.

Milestone is an independent European private equity investor owned by its partners. From our offices in London and Paris we back management teams in buy-and-build transactions. We believe that Milestone is unique in seeing the UK / French market as ONE investment market. Milestone has a well established, highly experienced team of professionals with a strong track record in growing businesses and generating positive returns for its shareholders and management teams alike.At Milestone we look to back management teams in sectors that are consolidating and where additional equity can be committed upfront to support the buy-and-build or roll out strategy. We will do this in an open and transparent manner so that all interests are aligned upfront. Potential investment opportunities must be private companies pursuing a buy-and-build or where there is a clearly defined profit improvement plan, with an enterprise value of €20 to 100 million, have a minimum EBITDA of €2 million, allow us to take a majority stake and be based in UK, France, Ireland, Channel Islands or the Isle of Man.

Blue Planet Investment Management Ltd is a Malta based investment management company which specialises in managing investments in financial companies. Its corporate philosophy is that consistent out-performance is more likely to be achieved by specialisation than it is from the generalist approach, which currently prevails across most of the fund management industry. Stock markets comprise of many sectors and at any point in time a number of these sectors will be in economic decline and will produce below average returns to investors. The financial sector is not immune to these cycles. However, financial companies, and in particular banks, play a crucial and central role in free market economies. Money transmission is perhaps the single most important function performed in any free market economy and it is the banks’ dominance of this function that gives them tremendous economic muscle. This role will ensure that banks endure whilst other sectors come and go. Blue Planet believes that investors should only invest in those sectors that have superior long-term economic prospects and, crucially, which are undervalued. It believes that the World’s financial sector is one such sector.

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