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

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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

• Dominik Cornelius Coudenhove-Kalergi

  IRN DCC01055

  • CF30 Customer (1 Mar 2018 to 8 Nov 2019)
• Dylan Keir Dale Grice

  IRN DKG01009

  • CF30 Customer (27 Nov 2024 to 26 Feb 2026)
  • CF1 Director (AR) (13 Oct 2021 to 18 Jan 2023)
• Gregor Deery

  IRN GXD23782

  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (13 Nov 2019 to 8 Dec 2019)
• Ian Gunner

  IRN IXG01192

  • [FCA CF] Client dealing (1 Jan 2020 to 30 Jun 2023)
  • SMF3 Executive Director (9 Dec 2019 to 22 May 2023)
  • CF30 Customer (1 Apr 2011 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (1 Apr 2011 to 27 May 2011)
  • CF1 Director (1 Apr 2011 to 8 Dec 2019)
• James Baillie Paton

  IRN JBP01058

  • CF30 Customer (9 Nov 2017 to 8 Dec 2019)
• Laurence Christie

  IRN LXC00421

  • [FCA CF] Client dealing (4 Jan 2022 to 20 Mar 2024)
• Lee Robinson

  IRN LXR01091

  • [FCA CF] Client dealing (since 18 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • CF3 Chief Executive (1 Apr 2011 to 18 Mar 2013)
  • CF30 Customer (1 Apr 2011 to 8 Dec 2019)
  • CF1 Director (1 Apr 2011 to 8 Dec 2019)
  • CF10 Compliance Oversight (1 Apr 2011 to 27 May 2011)
• Mathieu Scemama

  IRN MXS01563

  • [FCA CF] Client dealing (since 1 Sep 2023)
• Meriton Sllamniku

  IRN MXS05294

  • [FCA CF] Client dealing (since 1 May 2025)
• Michael Bull

  IRN MXB01708

  • CF30 Customer (7 Aug 2017 to 12 Sep 2018)

• 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.