Morningstar Investment Management Europe Limited

• Principal Place of Business

  1 Oliver's Yard

  55-71 City Road

  London

  EC1Y 1HQ

  UNITED KINGDOM

  Phone

  +4402031070000

  Web

  https://www.morningstar.com/en-gb/products/morningstar-managed-portfolios

• Complaints Contact

  1 Oliver's Yard

  55-71 City Road

  London

  EC1Y 1HQ

  UNITED KINGDOM

  Phone

  +4402031941068

• Investment Advice (no pensions)

  For Eligible Counterparty, Professional, Certificates representing certain security, 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, 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), 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 Eligible Counterparty, Professional, Certificates representing certain security, 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, 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), 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, 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, 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), 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, 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, 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), 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 Eligible Counterparty, Professional, Certificates representing certain security, 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, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, 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.

• Mark Francis Sanderson

  IRN MFS01087

  • SMF3 Executive Director (since 25 May 2023)
  • SMF1 Chief Executive (since 25 May 2023)
• Mark Glenn Weber

  IRN MGW01088

  • CF30 Customer (1 Nov 2007 to 10 Mar 2008)
  • CF21 Investment Adviser (1 Mar 2007 to 31 Oct 2007)
• Mark Michael Dalton Murray

  IRN MXM00514

  • [FCA CF] Client dealing (17 Feb 2020 to 31 Mar 2025)
• Martin Francis Coyle

  IRN MXC00488

  • [FCA CF] Material risk taker (9 Dec 2019 to 1 Sep 2023)
• Matthew Joseph Radgowski

  IRN MJR01478

  • SMF3 Executive Director (9 Dec 2019 to 9 Mar 2021)
  • CF1 Director (16 Feb 2018 to 8 Dec 2019)
• Matthew Stevens

  IRN MXS03244

  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • CF10 Compliance Oversight (26 Jul 2019 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (26 Jul 2019 to 8 Dec 2019)
• Matthias Palowski

  IRN MXP02732

  • CF30 Customer (6 Jun 2016 to 28 May 2019)
• Michael Neil Coop

  IRN MNC01042

  • SMF3 Executive Director (since 21 Nov 2022)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Material risk taker (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 21 Nov 2022)
  • CF30 Customer (22 Mar 2017 to 8 Dec 2019)
• Nicholas Mark Stanhope

  IRN NMS01060

  • [FCA CF] Manager of certification employee (since 25 Nov 2025)
  • [FCA CF] Client dealing (since 25 Nov 2025)
  • [FCA CF] Material risk taker (since 1 Aug 2023)
• Nicolò Bragazza

  IRN NXB00213

  • [FCA CF] Client dealing (since 9 Dec 2019)

• Old Broad Street Research Limited (no longer appointed)

  FRN 447086 · Appointed 16 Nov 2011 · Until 5 Feb 2014

No changes recorded yet.