Where they hold approval

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

  • EFG Private Bank Limited (no longer approved here)

    FRN 144036

    • [FCA CF] Functions requiring qualifications (7 Mar 2016 to 30 Jun 2021)
    • CF30 Customer (27 Feb 2013 to 6 Mar 2016)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • CF30 Customer (1 Nov 2007 to 28 Sep 2012)
    • CF21 Investment Adviser (19 Mar 2002 to 1 Mar 2005)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 19 Mar 2002)

Recent activity

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

No changes recorded yet.