Mount Street Portfolio Advisers GmbH

Date authorised
16 May 2023
Companies House
BR017105
Last scraped
4 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Mount Street
    100 Wood Street
    London
    City Of London
    EC2V 7AN
    UNITED KINGDOM
    Phone
    +442076597000
    Web
    https://www.mountstreet.com

  • Complaints Contact

    Mount Street
    100 Wood Street
    London
    City Of London
    EC2V 7AN
    UNITED KINGDOM
    Phone
    +442076597000

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, Alternative Debenture, 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, 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

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Eligible Counterparty, Professional, Alternative Debenture, 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, 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, Alternative Debenture, 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, 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, Alternative Debenture, 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, 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.

  • Manages Your Portfolio

    For Professional, Alternative Debenture, 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, 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.

  • Brendan Owens

    IRN BXO00089

    • [FCA CF] Client dealing (1 Feb 2024 to 16 Apr 2024)
  • Carl Boyd Dimelow

    IRN CBD01012

    • [FCA CF] Client dealing (16 May 2023 to 13 Mar 2024)
  • Claire Rogers

    IRN CEW01074

    • [FCA CF] Client dealing (since 16 May 2023)
  • Erwin Jens Hennenberg

    IRN EJH01063

    • SMF3 Executive Director (since 16 May 2023)
  • Jan Schwebke

    IRN JXS00959

    • [FCA CF] Client dealing (since 16 May 2023)
  • Kieran Scullion

    IRN KXS00420

    • [FCA CF] Client dealing (since 16 May 2023)
  • Lars Koehler

    IRN LXK00201

    • [FCA CF] Client dealing (since 10 Jan 2024)
  • Regina Marinina-Manevitch

    IRN RXM02434

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 16 May 2023)
    • SMF16 Compliance Oversight (since 16 May 2023)
  • Stephan Plagemann

    IRN SXP01870

    • SMF3 Executive Director (since 16 May 2023)
    • SMF19 Head of Overseas Branch/Head of Overseas (since 16 May 2023)

Recent activity

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

No changes recorded yet.