Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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AlTi Wealth Management (UK) Limited
FRN 541713
- [FCA CF] Client dealing (since 9 Dec 2019)
- SMF1 Chief Executive (9 Dec 2019 to 25 Jan 2022)
- SMF3 Executive Director (9 Dec 2019 to 30 Jul 2025)
- Responsible for Insurance Distribution (1 Oct 2018 to 30 Jul 2025)
- Responsible for Insurance Mediation (18 Apr 2011 to 30 Sep 2018)
- CF1 Director (18 Apr 2011 to 8 Dec 2019)
- CF3 Chief Executive (18 Apr 2011 to 8 Dec 2019)
- CF30 Customer (18 Apr 2011 to 1 Feb 2013)
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- [FCA CF] Client dealing (9 Dec 2019 to 15 Dec 2022)
- CF30 Customer (22 May 2013 to 8 Dec 2019)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.