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Founded in 1908, Baillie Gifford & Co. is one of the UK's leading investment management firms for individuals and institutions. The company manages a number of investment trusts, including the Monks Investment Trust, the Baillie Gifford Shai Nippon, and the Scottish Mortgage Investment Trust. Owned by 30 working partners, the firm's offerings include retirement and pension management services, charitable and family trusts, and other investment and savings plans. It has about $46 billion in assets under management. Its UK pension fund business consistently represents the company's largest segment, bringing in almost 50% of total sales.

Banca Fideuram was formed in 1992 and is based in Rome, Italy. As of January 18, 2007, Banca Fideuram S.p.A. was a subsidiary of Eurizon Financial Group S.p.A. Banca Fideuram S.p.A. now operates as subsidiary of Intesa Sanpaolo SpA. Banca Fideuram S.p.A. operates in the private banking industry in Italy and Europe. The bank and its subsidiaries provide mutual funds, life insurance policies, pension funds, certificates of deposit, and private banking services. It manages financial products that are distributed by its private bankers. The bank also provides banking facilities, including securities and mutual funds trading services, which are available online. As of September 30, 2004, the bank operated 89 branches and served approximately 727,000 customers.

Banca Intermobiliare di Investimenti e Gestioni S.p.A. was founded in 1981 and is based in Turin, Italy. Banca Intermobiliare di Investimenti e Gestioni S.p.A., through its subsidiaries, provides various private banking services in Italy and internationally. It offers a range of asset management services, including discretionary accounts, mutual funds, and SICAVs, as well as alternative investment funds or hedge funds. The company also engages in the trading of Italian and foreign securities, derivatives, and currencies; and securities placing through mandates or participation in underwriting and/or placing syndicates. In addition, Banca Intermobiliare provides personal financial advisory services that offer clients with constant updates on the correspondence of their investment goals and asset allocation; and insurance brokerage services. Further, the company involves in the restructuring of groups, placing assets in management holdings/funds, intellectual property management, and the conveyance and protection of assets through instruments, such as trusts. Its lending services comprise lines of credit for stock market transactions or to provide flexible liquidity; mortgage loans for real-estate investments; loans related to the structuring of corporate debt or aimed at facilitating generational transition; and performance bonds, as well as project financing and syndicated loans.

BlackRock, Inc. (BlackRock) is an investment management firm. As of December 31, 2009, the Company had 3.346 trillion of assets under management (AUM). The Company offers an array of equity, fixed income, multi-asset class, alternative investment and cash management products, as well as its BlackRock Solutions investment systems, risk management and advisory services. It offers its investment products directly and through intermediaries in a variety of vehicles, including open-end and closed-end mutual funds, iShares exchange-traded funds1 (ETFs), collective investment trusts and separate accounts. Its clients include taxable, tax-exempt and official institutions, high net worth individuals and retail investors. It offers a spectrum of investment management and risk management products and services. Investment management offerings include single- and multi-asset class portfolios. On December 1, 2009, BlackRock acquired Barclays Global Investors (BGI) from Barclays Bank PLC (Barclays).

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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