Portfoliometrix Asset Management Ltd

• Principal Place of Business

  PorfolioMetrix

  25 Eccleston Place

  Belgravia

  London

  Westminster

  SW1W 9NF

  UNITED KINGDOM

  Phone

  +442079657533

  Web

  https://www.portfoliometrix.com

• Complaints Contact

  PortfolioMetrix

  25 Eccleston Place

  Belgravia

  London

  SW1W 9NF

  UNITED KINGDOM

  Phone

  +442079657533

• 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 Professional, Retail (Investment), 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

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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 Professional, Retail (Investment), 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

  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.

• Investment Setup

  For Professional, Retail (Investment), 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.

• Manages Your Portfolio

  For Professional, Retail (Investment), 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.

• Alexander Funk

  IRN AXF00177

  • 14. Managing investments
  • [FCA CF] Functions requiring qualifications (since 3 Feb 2026)
  • SMF3 Executive Director (since 11 Oct 2024)
  • [FCA CF] Client dealing (since 1 Aug 2024)
• Benjamin Jason Sebastian Peele

  IRN BJP01037

  • Director of firm who is not a certification employee or a SMF manager (since 5 Dec 2022)
• Brandon Ben Zietsman

  IRN BBZ01000

  • Director of firm who is not a certification employee or a SMF manager (since 24 Jun 2022)
  • SMF3 Executive Director (9 Dec 2019 to 24 Jun 2022)
  • CF30 Customer (2 Jul 2012 to 8 Dec 2019)
  • CF1 Director (2 Jul 2012 to 8 Dec 2019)
• Brendan de Jongh

  IRN BXD00329

  • [FCA CF] Significant management (since 26 Jan 2026)
  • [FCA CF] Manager of certification employee (since 26 Jan 2026)
• Chloe Tang

  IRN CXT00307

  • [FCA CF] Client dealing (11 Apr 2022 to 8 Dec 2023)
• Michael Roberts

  IRN MXR01613

  • Director of firm who is not a certification employee or a SMF manager (since 24 Jun 2022)
  • SMF16 Compliance Oversight (9 Dec 2019 to 26 Jan 2021)
  • SMF1 Chief Executive (9 Dec 2019 to 26 Jan 2021)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 26 Jan 2021)
  • SMF3 Executive Director (9 Dec 2019 to 24 Jun 2022)
  • CF1 Director (2 Jul 2012 to 8 Dec 2019)
  • CF30 Customer (2 Jul 2012 to 8 Dec 2019)
  • CF3 Chief Executive (2 Jul 2012 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (2 Jul 2012 to 8 Dec 2019)
  • CF10 Compliance Oversight (2 Jul 2012 to 8 Dec 2019)
• Nic Spicer

  IRN NXS01791

  • SMF3 Executive Director (13 Mar 2021 to 31 Jul 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2024)
  • CF30 Customer (1 Nov 2012 to 8 Dec 2019)
• Oliver Sanderson Jones

  IRN OXJ12956

  • 14. Managing investments
  • [FCA CF] Functions requiring qualifications (since 3 Feb 2026)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (28 Mar 2019 to 8 Dec 2019)
• Philip Wellington

  IRN PXW01881

  • 14. Managing investments
  • [FCA CF] Functions requiring qualifications (since 3 Feb 2026)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (26 Mar 2021 to 2 Jan 2026)
  • SMF3 Executive Director (26 Mar 2021 to 2 Jan 2026)
  • SMF16 Compliance Oversight (26 Mar 2021 to 2 Jan 2026)
  • CF30 Customer (2 Feb 2017 to 8 Dec 2019)
• Robert Starkey

  IRN RXS00484

  • 14. Managing investments
  • [FCA CF] Functions requiring qualifications (since 30 Jun 2025)
  • [FCA CF] Client dealing (since 30 Jun 2025)

• Portfoliometrix UK Ltd

  FRN 646935 · Appointed 18 Sep 2014

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