Alexander Funk

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Portfoliometrix Asset Management Ltd

    FRN 564162

    • 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)
  • Schroder Investment Management Limited (no longer approved here)

    FRN 119348

    • [FCA CF] Manager of certification employee (10 May 2023 to 8 May 2024)
    • [FCA CF] Client dealing (18 Apr 2023 to 8 May 2024)
  • Fusion Wealth Limited (no longer approved here)

    FRN 541404

    • [FCA CF] Manager of certification employee (1 May 2023 to 1 Aug 2023)
    • [FCA CF] Significant management (1 May 2023 to 1 Aug 2023)
    • [FCA CF] Material risk taker (1 Jan 2022 to 1 Aug 2023)
    • SMF3 Executive Director (17 Sep 2021 to 1 May 2023)
    • [FCA CF] Client dealing (12 May 2021 to 1 Aug 2023)
    • [FCA CF] Functions requiring qualifications (12 Mar 2021 to 1 Aug 2023)
  • Schroder Unit Trusts Limited (no longer approved here)

    FRN 197288

    • [FCA CF] Material risk taker (10 Jan 2023 to 8 May 2024)
  • SCHRODER & CO. LIMITED (no longer approved here)

    FRN 144206

    • [FCA CF] Manager of certification employee (3 Jan 2022 to 8 May 2024)
    • [FCA CF] Client dealing (6 May 2021 to 8 May 2024)
    • [FCA CF] Functions requiring qualifications (6 May 2021 to 8 May 2024)

Recent activity

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

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