AlTi RE Limited

Date authorised
22 May 2013
Companies House
06931299
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Matthew Mawhinney and David Philip Soden
    TENEO FINANCIAL ADVISORY LTD
    The Colmore Building
    20 COLMORE CIRCUS
    Birmingham
    B4 6AT
    UNITED KINGDOM
    Phone
    +441216100120

  • Complaints Contact

    C/O TENEO FINANCIAL ADVISORY LIMITED
    The Colmore Building
    20 Colmore Circus Queensway
    Birmingham
    B4 6AT
    UNITED KINGDOM
    Phone
    +441216100120

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • P2P Lending Advice

    For Eligible Counterparty, Professional, Retail (Investment)

  • Investment Advice (no pensions)

    For Eligible Counterparty, Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, 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), Share, Unit, Warrant

    Show 2 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.
    • · The firm's permission to advise retail clients is limited to corporate finance business.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Eligible Counterparty, Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, 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, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · 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, Retail (Investment), Alternative Debenture, Certificates representing certain security, 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), Share, Unit, Warrant

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · 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, Alternative Debenture, Certificates representing certain security, 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), Share, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

  • Runs Investment Funds

  • Investment Setup

    For Eligible Counterparty, Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, 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, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · 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.

  • Specialist Investment Funds

  • Private Investment Funds

  • Manages Your Portfolio

    For Eligible Counterparty, Professional, Alternative Debenture, Certificates representing certain security, 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), Share, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Adam Cavanagh

    IRN AXC02148

    • [FCA CF] Client dealing (9 Dec 2019 to 19 Sep 2024)
  • Alessandro Ciavarini Azzi

    IRN AXC15725

    • CF30 Customer (4 Jun 2019 to 10 Jun 2019)
  • Alexander Brian Armstrong

    IRN ABA01072

    • CF30 Customer (24 Aug 2017 to 9 Nov 2018)
  • Alexander Charles Benedict de Meyer

    IRN ACD01106

    • SMF3 Executive Director (9 Dec 2019 to 6 Jan 2023)
    • SMF1 Chief Executive (9 Dec 2019 to 6 Jan 2023)
    • CF3 Chief Executive (2 Oct 2017 to 8 Dec 2019)
    • CF1 Director (22 May 2013 to 8 Dec 2019)
    • CF10 Compliance Oversight (22 May 2013 to 5 Jan 2017)
    • CF30 Customer (22 May 2013 to 8 Dec 2019)
  • Alexander Geoffrey Lockhart Baker

    IRN AXB01162

    • CF1 Director (AR) (27 Jan 2023 to 30 Jun 2023)
    • CF30 Customer (29 Sep 2022 to 30 Jun 2023)
  • Alexander Gunter Buerk

    IRN AGB01178

    • CF4 Partner (AR) (13 Jan 2016 to 11 Jul 2025)
    • CF30 Customer (6 Jan 2016 to 11 Jul 2025)
  • Alexander Nicholas Benjamin Mattey

    IRN ANM01046

    • [FCA CF] Manager of certification employee (since 7 Jun 2023)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (20 Feb 2023 to 18 Mar 2024)
    • CF1 Director (AR) (13 Oct 2020 to 18 Mar 2024)
  • Alexandra Williams

    IRN AXW00763

    • CF1 Director (AR) (5 Jun 2023 to 29 Nov 2024)
  • Ali Bouzarif

    IRN AXB04172

    • CF1 Director (AR) (3 Nov 2018 to 9 Aug 2023)
    • CF30 Customer (20 Aug 2018 to 17 Aug 2023)
  • Ali Shekofti

    IRN AXS03075

    • CF30 Customer (8 Nov 2019 to 3 Feb 2020)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

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