Julie McLean

• Evelyn Partners Securities

  FRN 124255

  • [FCA CF] Manager of certification employee (since 23 Jan 2023)
• TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED

  FRN 142989

  • [FCA CF] Manager of certification employee (since 23 Jan 2023)
• Evelyn Partners Discretionary Investment Management Limited

  FRN 147103

  • [FCA CF] Manager of certification employee (since 23 Jan 2023)
• Evelyn Partners Investment Management Services Limited

  FRN 165169

  • [FCA CF] Manager of certification employee (since 23 Jan 2023)
• Evelyn Partners Asset Management Limited

  FRN 223074

  • [FCA CF] Manager of certification employee (since 23 Jan 2023)
• Evelyn Partners Investment Management LLP

  FRN 580531

  • [FCA CF] Manager of certification employee (since 23 Jan 2023)
• Evelyn Partners Investment Services Limited

  FRN 131816

  • 17. Administrative functions in relation to managing investments
  • 16. Safeguarding and administering investments or holding client money
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• TUTMAN FUND SOLUTIONS LIMITED (no longer approved here)

  FRN 122401

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Apr 2023)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 14 Apr 2023)

No changes recorded yet.