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
  • 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.

  • Marc Semaan

    IRN MXS04633

    • CF30 Customer (7 Dec 2017 to 8 Dec 2019)
  • Marco Preiss

    IRN MXP02834

    • CF30 Customer (4 Jul 2017 to 8 Dec 2019)
  • Mark Alexander Jones

    IRN MAJ01147

    • CF30 Customer (23 May 2019 to 26 Jul 2019)
  • Mark Robert Horne

    IRN MRH01092

    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (18 Jan 2018 to 8 Dec 2019)
  • Martin Ian Layton

    IRN MIL01008

    • CF30 Customer (3 Sep 2013 to 10 Sep 2019)
  • Matthew Francis Norris

    IRN MFN01002

    • CF30 Customer (7 Jul 2008 to 17 Jun 2011)
  • Matthew John Roberts

    IRN MJR01376

    • SMF27 Partner (since 9 Dec 2019)
    • CF30 Customer (17 Jan 2018 to 8 Dec 2019)
    • CF4 Partner (17 Jan 2018 to 8 Dec 2019)
  • Matthew Wright

    IRN MXW02260

    • SMF27 Partner (since 18 Nov 2021)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (29 Jul 2015 to 8 Dec 2019)
  • Matthieu Walterspiler

    IRN MAW01296

    • CF30 Customer (10 Jun 2015 to 26 Aug 2017)
  • Meera Patel

    IRN MXP02892

    • [FCA CF] Client dealing (9 Dec 2019 to 1 Jan 2022)
    • CF30 Customer (26 Apr 2018 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.