Asad Zaidi

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.

  • Julius Baer International Limited

    FRN 139179

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 13. Giving personal recommendations on and dealing with derivatives
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 3 Jun 2024)
    • [FCA CF] Functions requiring qualifications (since 3 Jun 2024)
  • AlTi Wealth Management (UK) Limited (no longer approved here)

    FRN 541713

    • [FCA CF] Client dealing (17 Jan 2023 to 31 Aug 2023)
    • CF30 Customer (1 Apr 2022 to 25 Sep 2023)
  • Citibank Europe plc (no longer approved here)

    FRN 211646

    • [FCA CF] Client dealing (9 Dec 2019 to 26 Nov 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 26 Nov 2021)
  • Citibank, N.A. (no longer approved here)

    FRN 124704

    • [FCA CF] Functions requiring qualifications (3 Feb 2017 to 26 Nov 2021)
    • [FCA CF] Client dealing (3 Feb 2017 to 26 Nov 2021)

Recent activity

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

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