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.

  • Andrew Charles Williams

    IRN AXW01806

    • SMF3 Executive Director (9 Dec 2019 to 28 Nov 2022)
    • CF1 Director (AR) (13 Jan 2016 to 8 May 2017)
    • CF3 Chief Executive (AR) (13 Jan 2016 to 25 May 2023)
    • CF30 Customer (22 May 2013 to 25 May 2023)
    • CF3 Chief Executive (22 May 2013 to 3 Oct 2017)
    • CF1 Director (22 May 2013 to 8 Dec 2019)
  • Andrew John Scouler Buchanan

    IRN AJB01274

    • CF2 Non Executive Director (AR) (18 Sep 2018 to 3 Feb 2020)
  • Angela Hendry

    IRN AXH01210

    • SMF3 Executive Director (3 Apr 2025 to 12 Jan 2026)
  • Anne Ee Peng Siew

    IRN AES01093

    • CF30 Customer (4 Aug 2014 to 1 May 2015)
  • Anthony Stuart Davies

    IRN ASD01047

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Dec 2022)
    • CF30 Customer (7 Aug 2014 to 8 Dec 2019)
  • Antonio Francisco Alvim Champalimaud

    IRN AFC01052

    • CF2 Non Executive Director (22 May 2013 to 22 Jun 2016)
  • Barnaby Horwich

    IRN BXH01415

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Dec 2022)
    • CF30 Customer (13 Sep 2013 to 8 Dec 2019)
  • Benoit Gotlieb

    IRN BXG01474

    • CF30 Customer (8 Dec 2015 to 12 Sep 2017)
  • Brit Tedesco

    IRN BXT00425

    • SMF17 Money Laundering Reporting Officer (MLRO) (13 Dec 2023 to 23 Dec 2024)
  • Caspar Alexis MacKintosh Warre

    IRN CAW01084

    • CF30 Customer (22 Aug 2017 to 9 Nov 2018)
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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.

No changes recorded yet.