Where they hold approval

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

    • 16. Safeguarding and administering investments or holding client money
    • 17. Administrative functions in relation to managing investments
    • [FCA CF] Functions requiring qualifications (since 29 Jan 2024)
  • AlTi Wealth Management (UK) Limited (no longer approved here)

    FRN 541713

    • [FCA CF] Client dealing (11 Jul 2023 to 1 Dec 2023)

Recent activity

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

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