Altana Wealth Limited

• Principal Place of Business

  175 Oxford Street

  London

  W1D 2JS

  UNITED KINGDOM

  Phone

  +4402070791080

  Web

  https://www.altanawealth.com

• Complaints Contact

  175 Oxford Street

  London

  W1D 2JS

  UNITED KINGDOM

  Phone

  +4402070791080

• Investment Advice (no pensions)

  For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Arranges Asset Safekeeping

  For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Stockbroking

  For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice

• Investment Setup

  For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Alternative Funds

• Portfolio Management

• Private Investment Funds

• Manages Your Portfolio

  For Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Passes On Trade Orders

• Agata Baranska

  IRN AXB04299

  • [FCA CF] Client dealing (18 Mar 2024 to 29 Apr 2025)
• Alphons Vermorken

  IRN AXV01405

  • CF30 Customer (15 Sep 2014 to 8 Dec 2019)
• Anthony Ronald Hatton Brown

  IRN AXH01266

  • CF30 Customer (9 Jan 2018 to 8 Dec 2019)
• Antony John Lingard

  IRN AJL01100

  • CF3 Chief Executive (18 Mar 2013 to 10 Dec 2015)
  • CF1 Director (12 Jul 2011 to 10 Dec 2015)
  • CF11 Money Laundering Reporting (26 May 2011 to 18 Sep 2013)
  • CF10 Compliance Oversight (26 May 2011 to 18 Sep 2013)
  • CF30 Customer (26 May 2011 to 10 Dec 2015)
• Benedict KEIM

  IRN BXK17234

  • [FCA CF] Client dealing (since 6 Nov 2023)
• Callum Neil Lee

  IRN CXL21485

  • [FCA CF] Client dealing (31 Dec 2019 to 22 Jul 2022)
  • CF30 Customer (9 Oct 2019 to 8 Dec 2019)
• Charlotte Lucinda Robinson

  IRN CLR01052

  • CF2 Non Executive Director (1 Apr 2011 to 8 Dec 2019)
• Christoph Mueck

  IRN CXM00693

  • [FCA CF] Client dealing (since 1 Jun 2022)
• David Hunter Helm

  IRN DHH01034

  • CF30 Customer (10 Oct 2011 to 21 Jan 2013)
• Doctor Robert Alexander Crenian

  IRN RAC01124

  • CF30 Customer (4 Nov 2024 to 26 Feb 2026)
  • CF1 Director (AR) (4 Nov 2024 to 26 Feb 2026)

• PHRONESIS WEALTH ADVISORS LTD

  FRN 987407 · Appointed 21 Nov 2022

• Calderwood Capital Management Ltd (no longer appointed)

  FRN 988280 · Appointed 5 Dec 2022 · Until 27 Feb 2026

• Calderwood Capital Research (no longer appointed)

  FRN 932015 · Appointed 3 Jun 2021 · Until 23 Jan 2023 · Tied agent

• Piexton Capital Ltd (no longer appointed)

  FRN 818259 · Appointed 30 Aug 2018 · Until 8 Mar 2019 · Tied agent

No changes recorded yet.