Fulcrum Asset Management LLP

Date authorised
14 April 2004
Companies House
OC306401
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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

    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.

  • Authorised to Operate

    For Eligible Counterparty, Professional

    Show 1 limitation
    • · 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

    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, 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
    • · 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

    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.

  • 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

    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.

  • 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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Andrew David Stevens

    IRN AXS01420

    • SMF27 Partner (9 Dec 2019 to 5 Jan 2026)
    • SMF1 Chief Executive (9 Dec 2019 to 31 Dec 2022)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF10 Compliance Oversight (14 Apr 2004 to 1 Mar 2010)
    • CF11 Money Laundering Reporting (14 Apr 2004 to 1 Mar 2010)
    • CF4 Partner (14 Apr 2004 to 8 Dec 2019)
    • CF27 Investment Management (14 Apr 2004 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (16 Jan 2004 to 9 Feb 2004)
    • CF21 Investment Adviser (16 Jan 2004 to 9 Feb 2004)
    • CF3 Chief Executive (16 Jan 2004 to 9 Feb 2004)
  • Andrew Maurice Bevan

    IRN AMB01112

    • SMF27 Partner (since 5 Sep 2023)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF4 Partner (22 Feb 2013 to 6 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (25 May 2006 to 31 Oct 2007)
  • Angeliki Theodorakopoulou

    IRN AXT01632

    • CF30 Customer (6 Jan 2012 to 24 Jul 2019)
  • Anthony Edward Vickerstaff Hoyle

    IRN AEV01011

    • CF30 Customer (15 Apr 2011 to 24 Nov 2016)
  • Arthur Turner

    IRN AXT00516

    • [FCA CF] Client dealing (since 24 Oct 2022)
  • Athanasios Bolmatis

    IRN BXA01241

    • CF30 Customer (30 Apr 2008 to 11 May 2015)
  • Aude Lemogne

    IRN AXL01496

    • CF21 Investment Adviser (8 Feb 2006 to 21 Mar 2006)
  • Barry James McCaldin

    IRN BJM01089

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2022)
    • CF30 Customer (18 Apr 2018 to 8 Dec 2019)
  • Benjamin Boucher-Ferte

    IRN BXB01141

    • CF30 Customer (1 Nov 2007 to 23 Jul 2010)
    • CF27 Investment Management (18 Jun 2004 to 31 Oct 2007)
  • Brendan Leo Evans

    IRN BLE00006

    • [FCA CF] Client dealing (16 Mar 2020 to 5 Apr 2023)
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Recent activity

Updates to this firm's record on the FCA register.

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