Eric Smith

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Evelyn Partners Securities

    FRN 124255

    • 15. Operating a collective investment scheme or undertaking the activities of a trustee or depositary of a collective investment scheme
    • 16. Safeguarding and administering investments or holding client money
    • 17. Administrative functions in relation to managing investments
    • [FCA CF] Functions requiring qualifications (since 29 Mar 2023)
  • Evelyn Partners Investment Services Limited

    FRN 131816

    • 15. Operating a collective investment scheme or undertaking the activities of a trustee or depositary of a collective investment scheme
    • 16. Safeguarding and administering investments or holding client money
    • 17. Administrative functions in relation to managing investments
    • [FCA CF] Functions requiring qualifications (since 29 Mar 2023)
  • TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED

    FRN 142989

    • 15. Operating a collective investment scheme or undertaking the activities of a trustee or depositary of a collective investment scheme
    • 16. Safeguarding and administering investments or holding client money
    • 17. Administrative functions in relation to managing investments
    • [FCA CF] Functions requiring qualifications (since 29 Mar 2023)
  • Evelyn Partners Discretionary Investment Management Limited

    FRN 147103

    • 15. Operating a collective investment scheme or undertaking the activities of a trustee or depositary of a collective investment scheme
    • 16. Safeguarding and administering investments or holding client money
    • 17. Administrative functions in relation to managing investments
    • [FCA CF] Functions requiring qualifications (since 29 Mar 2023)
  • Evelyn Partners Investment Management Services Limited

    FRN 165169

    • 17. Administrative functions in relation to managing investments
    • 15. Operating a collective investment scheme or undertaking the activities of a trustee or depositary of a collective investment scheme
    • 16. Safeguarding and administering investments or holding client money
    • [FCA CF] Functions requiring qualifications (since 29 Mar 2023)
  • Evelyn Partners Asset Management Limited

    FRN 223074

    • 15. Operating a collective investment scheme or undertaking the activities of a trustee or depositary of a collective investment scheme
    • 16. Safeguarding and administering investments or holding client money
    • 17. Administrative functions in relation to managing investments
    • [FCA CF] Functions requiring qualifications (since 29 Mar 2023)
  • Evelyn Partners Investment Management LLP

    FRN 580531

    • 15. Operating a collective investment scheme or undertaking the activities of a trustee or depositary of a collective investment scheme
    • 16. Safeguarding and administering investments or holding client money
    • 17. Administrative functions in relation to managing investments
    • [FCA CF] Functions requiring qualifications (since 29 Mar 2023)

Recent activity

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

No changes recorded yet.