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

  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 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.

• Edward Paul Antony Wyvill

  IRN EPW01015

  • CF30 Customer (15 Jun 2011 to 4 Aug 2011)
  • CF1 Director (AR) (15 Jun 2011 to 4 Aug 2011)
• Edward Philip Lawson Johnston

  IRN EPL01017

  • CF30 Customer (23 Jun 2011 to 9 Jul 2013)
  • CF1 Director (AR) (23 Jun 2011 to 1 Jul 2013)
• Eleanor Jane Glacken

  IRN EJG01048

  • CF30 Customer (18 Apr 2011 to 11 Nov 2011)
• Eleanor Sian Trathan Lemon

  IRN EST01016

  • CF30 Customer (18 Apr 2011 to 16 Nov 2011)
• Elliot Shave

  IRN EPS01025

  • SMF3 Executive Director (9 Dec 2019 to 11 May 2023)
  • CF1 Director (18 Feb 2016 to 8 Dec 2019)
  • CF1 Director (AR) (3 Jun 2011 to 1 Jul 2013)
  • CF30 Customer (3 Jun 2011 to 1 Aug 2012)
• Federico Hermida Poitevin

  IRN FHP01010

  • CF2 Non Executive Director (26 Aug 2014 to 23 Sep 2014)
  • CF1 Director (22 Jul 2013 to 27 Aug 2014)
• Glenn Victor Kim

  IRN GVK01003

  • CF30 Customer (1 May 2012 to 20 Sep 2012)
• Hamish Alasdair Downs Wilson

  IRN HXW07923

  • [FCA CF] Client dealing (23 Feb 2023 to 26 Jan 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 26 Jan 2024)
  • CF30 Customer (5 Nov 2018 to 8 Dec 2019)
• Harry Alexander Lawson Johnston

  IRN HAL01031

  • CF30 Customer (24 Jun 2011 to 9 Jul 2013)
  • CF1 Director (AR) (24 Jun 2011 to 1 Jul 2013)
• Honor Douglas Miller

  IRN HXD00151

  • [FCA CF] Client dealing (since 23 Jan 2023)

• 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.