Fulcrum Asset Management LLP

• Principal Place of Business

  Fulcrum Asset Management LLP

  Marble Arch House

  66 Seymour Street

  London

  Westminster

  W1H 5BT

  UNITED KINGDOM

  Phone

  +4402070166450

  Web

  https://www.fulcrumasset.com

• Complaints Contact

  Fulcrum Asset Management LLP

  Marble Arch House

  66 Seymour Street

  London

  Westminster

  W1H 5BT

  UNITED KINGDOM

  Phone

  +442072907803

• Investment Advice (no pensions)

  For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, 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

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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

  For Eligible Counterparty, Professional

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

• Arranges Investments

  For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, 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

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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 Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, 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

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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 Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, 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

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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 Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, 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

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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.

• Private Investment Funds

• Manages Your Portfolio

  For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, 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 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.

• Pathmajan Rasan

  IRN PXR01254

  • [FCA CF] Client dealing (since 18 Mar 2026)
• Patrick Forde

  IRN PXF01436

  • SMF27 Partner (since 5 Sep 2023)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (7 Jul 2015 to 8 Dec 2019)
• Patrick Hall

  IRN PTH01023

  • CF4 Partner (22 Nov 2005 to 31 Jan 2007)
  • CF27 Investment Management (2 Dec 2004 to 31 Jan 2007)
• Paul Matthew Roberts

  IRN PMR01044

  • CF30 Customer (1 Nov 2007 to 11 Mar 2008)
  • CF21 Investment Adviser (18 Jul 2007 to 31 Oct 2007)
• Paul Roberts

  IRN PXR01596

  • CF30 Customer (25 Jan 2012 to 18 Jan 2013)
• Paul Selby Seaton

  IRN PSS01065

  • SMF27 Partner (since 8 Oct 2024)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (4 Dec 2004 to 31 Oct 2007)
• Philip David Strother

  IRN PDS01160

  • SMF27 Partner (since 5 Sep 2023)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (4 Nov 2015 to 8 Dec 2019)
• Philipp Eggert

  IRN PXE01213

  • CF30 Customer (7 Jan 2013 to 5 Jan 2015)
• Piotr Chmielowski

  IRN PXC01314

  • SMF27 Partner (since 9 Dec 2019)
  • CF4 Partner (7 Jun 2018 to 8 Dec 2019)
  • CF30 Customer (12 Mar 2015 to 8 Dec 2019)
• Rachael Amanda Noble

  IRN RON01001

  • [FCA CF] Client dealing (since 18 Sep 2023)

No changes recorded yet.