Portfolio Design Group International Limited
In March 1994 the Group invested in the Portfolio Design Group, a company which, through its trading subsidiary Surrenda-link, has been instrumental in shaping the way the traded endowment market operates today. It is a leading UK trader of with-profits life endowment policies, selling to large financial institutions. In 2002 the company diversified into investment management.

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B.P.Marsh & Partners PLC
2nd Floor

36 Broadway

London SW1H 0BH

+44 (0)20 7233 3112

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