Hilary Wakefield

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.

  • EFG Private Bank Limited

    FRN 144036

    • [FCA CF] Client dealing (since 1 Dec 2025)
    • [FCA CF] Material risk taker (since 7 Mar 2016)
    • [FCA CF] Material risk taker (1 Dec 2025 to 2 Dec 2025)
    • SMF18 Other Overall Responsibility (7 Mar 2016 to 20 Sep 2019)
    • CF29 Significant management (22 Sep 2015 to 6 Mar 2016)
    • CF30 Customer (1 Nov 2007 to 30 Dec 2014)
    • CF27 Investment Management (1 Jan 2007 to 31 Oct 2007)
  • EFG Asset Management (UK) Limited (no longer approved here)

    FRN 536771

    • [FCA CF] Material risk taker (9 Dec 2019 to 1 Dec 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 1 Dec 2025)
    • CF1 Director (4 May 2011 to 1 Jun 2016)
    • CF30 Customer (4 May 2011 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.