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.

• Jakob Meidal

  IRN JXM01656

  • [FCA CF] Manager of certification employee (23 Feb 2023 to 1 Aug 2025)
  • [FCA CF] Client dealing (22 Feb 2023 to 1 Aug 2025)
  • CF30 Customer (19 Jul 2021 to 16 May 2024)
  • [FCA CF] Functions requiring qualifications (17 Mar 2021 to 23 Feb 2023)
  • CF1 Director (AR) (17 Mar 2021 to 16 May 2024)
• Jan-Erik Skoglund

  IRN JMS01269

  • CF30 Customer (23 Jun 2011 to 21 Nov 2011)
  • CF1 Director (AR) (23 Jun 2011 to 21 Nov 2011)
• Jason Hann Jeic Kow

  IRN JHK01018

  • CF30 Customer (2 Apr 2012 to 9 Jul 2013)
• Jessica Clare Husain

  IRN JCH01208

  • [FCA CF] Manager of certification employee (since 31 May 2023)
  • [FCA CF] Client dealing (since 28 Jun 2022)
• John Edward Paul Murtagh

  IRN JEM01279

  • [FCA CF] Client dealing (1 Jul 2024 to 6 Jun 2025)
  • [FCA CF] Manager of certification employee (1 Jul 2024 to 6 Jun 2025)
• John Peter Clarke

  IRN JXC49632

  • [FCA CF] Client dealing (1 Jul 2024 to 4 Oct 2024)
• John Selwyn Cox

  IRN JSC01158

  • CF30 Customer (18 Apr 2011 to 23 Sep 2011)
• Jonathan Richard Elkington

  IRN JRE01049

  • CF30 Customer (22 Jun 2011 to 9 Jul 2013)
  • CF1 Director (AR) (22 Jun 2011 to 1 Jul 2013)
• Julia Scheufler

  IRN JMS01442

  • CF30 Customer (24 Aug 2012 to 16 Aug 2013)
• Kevin Riklin

  IRN KXR00121

  • [FCA CF] Client dealing (9 Dec 2019 to 27 Mar 2025)

• 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.