Wimmer Family Office Ltd
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Wimmer Family Office Ltd1st Floor, Cording House34 St. James’s StreetLondonSW1A 1HDUNITED KINGDOM- Phone
- +442074327575
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Complaints Contact
1st Floor34 St. James's StreetLondonSW1A 1HDUNITED KINGDOM- Phone
- +4402074327576
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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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
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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.
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Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
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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
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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.
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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
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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.
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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 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.
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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
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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.
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Private Investment Funds
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Manages Your Portfolio
For 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 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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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George Valentine Moros
IRN GXM77330
- [FCA CF] Client dealing (7 May 2021 to 14 Jul 2023)
- CF30 Customer (4 May 2020 to 31 May 2023)
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Gregory William Mahoney
IRN GWM01062
- CF30 Customer (25 Aug 2015 to 5 Nov 2015)
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Gurkirat Singh Dhillon
IRN KXS91292
- CF30 Customer (since 20 Aug 2020)
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Harry Rupert Delalynd Morton Mansell-Pleydell
IRN HRM01019
- CF30 Customer (26 Nov 2015 to 23 Nov 2016)
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Irfan Afzal
IRN IXA01231
- CF30 Customer (5 Oct 2015 to 1 Jul 2016)
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Jacob Bouet Andersen
IRN JXB03626
- CF30 Customer (19 Oct 2017 to 22 Mar 2018)
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Johan Ulrich Rode
IRN JUR01003
- CF30 Customer (20 Jan 2018 to 1 Nov 2018)
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Jonathan Edward Moore-Stanley
IRN JEM01225
- SMF3 Executive Director (since 9 Dec 2019)
- CF1 Director (25 Aug 2015 to 8 Dec 2019)
- CF30 Customer (25 Aug 2015 to 8 Dec 2019)
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Joppe Sikma
IRN JXS00835
- CF30 Customer (since 3 Feb 2022)
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Lorenza Lupetti
IRN LXL01482
- CF1 Director (AR) (17 Jan 2023 to 31 May 2023)
- CF30 Customer (15 Sep 2020 to 10 Feb 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Wimmer Financial LLP
FRN 478796 · Appointed 20 Nov 2015
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Hauser-Oberschneider Real Estate Limited (no longer appointed)
FRN 799129 · Appointed 22 Jan 2018 · Until 10 May 2018
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.