Wealthkernel Limited

Date authorised
21 October 2016
Companies House
09686970
Last scraped
1 week ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    41 Luke Street
    London
    EC2A 4DP
    UNITED KINGDOM
    Phone
    +4402039835845
    Web
    https://www.wealthkernel.com

  • Complaints Contact

    41 Luke Street
    London
    EC2A 4DP
    UNITED KINGDOM
    Phone
    +4402039835845

What this firm is allowed to do

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

  • 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, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

  • Arranges Asset Safekeeping

    For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

  • Stockbroking

    For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

  • Trades With You Directly

    For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Government and public security, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

  • Runs Personal Pensions

    For Personal pension scheme

    Show 1 limitation
    • · The firm must not accept Self Invested Personal Pension (SIPP) transactions other than standard assets as set out in the List of Standard Assets in IPRU-INV 5.9.1 Direct property investment and term deposit accounts where these are only classified as non-standard assets by virtue of Note 1 to IPRU-INV 5.9.1 regarding liquidity within 30 days are however permitted SIPP transactions that the firm can accept.

  • Investment Setup

    For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

  • Manages Your Portfolio

    For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

  • Holds Your Assets

    For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

Approved individuals

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

  • Deirdre Rooney

    IRN DXR01255

    • CF30 Customer (10 Dec 2019 to 3 Sep 2020)
  • Edgar Carl de Picciotto

    IRN EXD25107

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 11 Jan 2023)
    • CF1 Director (AR) (6 Dec 2019 to 11 Jan 2023)
  • Eduards Vilcinskis

    IRN EXV01152

    • CF30 Customer (22 Sep 2021 to 30 Nov 2022)
  • Fadi Zaher

    IRN FXZ01053

    • CF30 Customer (21 Oct 2016 to 16 Dec 2016)
  • Farouq Fouad Ghulam

    IRN FXG00028

    • CF1 Director (AR) (26 Mar 2021 to 2 Sep 2022)
    • Director of firm who is not a certification employee or a SMF manager (26 Mar 2021 to 2 Sep 2022)
  • Firdavskhon Shakhidi

    IRN FXS01264

    • Director of firm who is not a certification employee or a SMF manager (20 Oct 2021 to 30 Nov 2022)
    • CF1 Director (AR) (20 Oct 2021 to 30 Nov 2022)
  • Friederike Inge Johannis

    IRN FIJ01001

    • CF30 Customer (21 Oct 2016 to 20 Jul 2017)
  • GALINA STAVSKAYA

    IRN GXS00339

    • CF30 Customer (16 Aug 2021 to 2 Sep 2022)
  • Giuseppe Cavallaro

    IRN GXC00405

    • 17. Administrative functions in relation to managing investments
    • 16. Safeguarding and administering investments or holding client money
    • [FCA CF] Functions requiring qualifications (since 22 Jun 2022)
    • [FCA CF] Client dealing (since 23 Nov 2021)
  • Gregoire Camille Ajoux

    IRN GXA00238

    • CF1 Director (AR) (4 Jun 2024 to 12 Sep 2024)
    • Director of firm who is not a certification employee or a SMF manager (4 Jun 2024 to 12 Sep 2024)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

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