AlTi Wealth Management (UK) Limited

• Principal Place of Business

  AlTi Tiedemann Global

  Level 5 Nova North

  11 Bressenden Place

  London

  SW1E 5BY

  UNITED KINGDOM

  Phone

  +442071951400

  Web

  https://alti-global.com

• Complaints Contact

  Level 5 Nova North

  11 Bressenden Place

  London

  SW1E 5BY

  UNITED KINGDOM

  Phone

  +442071951400

• Investment Advice (no pensions)

  For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, 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 Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, 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 Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, 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 Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, 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 Setup

  For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, 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.

• Manages Your Portfolio

  For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, 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.

• Callan James Boyle

  IRN CXB09534

  • [FCA CF] Client dealing (18 Jun 2024 to 27 Sep 2024)
  • [FCA CF] Manager of certification employee (18 Jun 2024 to 27 Sep 2024)
• Carlos-Felipe Edward Mejia

  IRN CXM90770

  • CF1 Director (AR) (11 Aug 2020 to 30 May 2023)
• Charles Michael Hamilton

  IRN CMH01146

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 14. Managing investments
  • 17. Administrative functions in relation to managing investments
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Client dealing (since 23 Feb 2023)
  • SMF1 Chief Executive (since 14 Jan 2022)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (23 Feb 2023 to 26 May 2023)
  • CF1 Director (4 Nov 2013 to 8 Dec 2019)
  • CF30 Customer (18 Apr 2011 to 8 Dec 2019)
• Charlotte Louise Beazley

  IRN CLB01114

  • CF30 Customer (18 Apr 2011 to 20 Apr 2011)
• Claire Nathalie Marguerite Leroy

  IRN CXL00414

  • [FCA CF] Client dealing (17 Jul 2023 to 23 Aug 2024)
• Clare Boanas

  IRN CXB76557

  • [FCA CF] Client dealing (11 Jul 2023 to 1 Dec 2023)
• Daniel Quirici

  IRN DXQ01002

  • CF30 Customer (23 Nov 2011 to 1 Aug 2012)
• David John Cast

  IRN DJC01221

  • SMF17 Money Laundering Reporting Officer (MLRO) (since 1 Sep 2025)
  • SMF3 Executive Director (since 1 Sep 2025)
  • SMF16 Compliance Oversight (since 1 Sep 2025)
• David Robert Nicholas Bellamy Dowell

  IRN DXD22879

  • CF1 Director (AR) (16 Mar 2023 to 16 May 2024)
• Devaki Muthiah

  IRN DXM00470

  • [FCA CF] Client dealing (9 Dec 2019 to 19 Dec 2022)

• Pointwise Partners Limited (no longer appointed)

  FRN 930124 · Appointed 17 Jul 2020 · Until 20 May 2024

• LJ Africa Advisors Limited (no longer appointed)

  FRN 732570 · Appointed 22 Jan 2016 · Until 17 Feb 2016

• Qlab Invest Limited (no longer appointed)

  FRN 524736 · Appointed 9 Jun 2011 · Until 4 Aug 2011

• LJ Capital Management Ltd (no longer appointed)

  FRN 512095 · Appointed 2 Jun 2011 · Until 25 Jul 2013

No changes recorded yet.