Andrew Lewin

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.

  • Evelyn Partners Investment Management LLP

    FRN 580531

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Client dealing (since 12 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 12 Feb 2026)
    • [FCA CF] Manager of certification employee (since 12 Feb 2026)
  • Evelyn Partners Securities

    FRN 124255

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Manager of certification employee (since 17 May 2022)
    • [FCA CF] Functions requiring qualifications (since 4 Feb 2022)
    • [FCA CF] Client dealing (since 4 Feb 2022)
  • TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED

    FRN 142989

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Manager of certification employee (since 17 May 2022)
    • [FCA CF] Client dealing (since 4 Feb 2022)
    • [FCA CF] Functions requiring qualifications (since 4 Feb 2022)
  • Evelyn Partners Discretionary Investment Management Limited

    FRN 147103

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Manager of certification employee (since 17 May 2022)
    • [FCA CF] Functions requiring qualifications (since 4 Feb 2022)
    • [FCA CF] Client dealing (since 4 Feb 2022)
  • Evelyn Partners Investment Management Services Limited

    FRN 165169

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Manager of certification employee (since 17 May 2022)
    • [FCA CF] Functions requiring qualifications (since 4 Feb 2022)
    • [FCA CF] Client dealing (since 4 Feb 2022)
  • Evelyn Partners Asset Management Limited

    FRN 223074

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • [FCA CF] Manager of certification employee (since 17 May 2022)
    • [FCA CF] Client dealing (since 4 Feb 2022)
    • [FCA CF] Functions requiring qualifications (since 4 Feb 2022)
  • Union Bancaire Privée (UK) Limited (no longer approved here)

    FRN 119250

    • [FCA CF] Manager of certification employee (11 Mar 2019 to 13 Aug 2021)
    • [FCA CF] Client dealing (31 Jan 2019 to 13 Aug 2021)
    • [FCA CF] Functions requiring qualifications (7 Mar 2016 to 13 Aug 2021)
  • BARCLAYS INVESTMENT SOLUTIONS LIMITED (no longer approved here)

    FRN 155595

    • CF30 Customer (2 Oct 2009 to 28 Feb 2014)

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