Oliver Charles Richard Robson

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.

  • Evelyn Partners Securities

    FRN 124255

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Client dealing (since 19 Jul 2023)
    • [FCA CF] Functions requiring qualifications (since 19 Jul 2023)
  • TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED

    FRN 142989

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Client dealing (since 19 Jul 2023)
    • [FCA CF] Functions requiring qualifications (since 19 Jul 2023)
  • Evelyn Partners Discretionary Investment Management Limited

    FRN 147103

    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Client dealing (since 19 Jul 2023)
    • [FCA CF] Functions requiring qualifications (since 19 Jul 2023)
  • Evelyn Partners Investment Management Services Limited

    FRN 165169

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Functions requiring qualifications (since 19 Jul 2023)
    • [FCA CF] Client dealing (since 19 Jul 2023)
  • Evelyn Partners Asset Management Limited

    FRN 223074

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Functions requiring qualifications (since 19 Jul 2023)
    • [FCA CF] Client dealing (since 19 Jul 2023)
  • Evelyn Partners Investment Management LLP

    FRN 580531

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 14. Managing investments
    • [FCA CF] Functions requiring qualifications (since 19 Oct 2022)
    • [FCA CF] Client dealing (since 19 Oct 2022)
  • Quartet Capital Partners LLP (no longer approved here)

    FRN 502242

    • [FCA CF] Client dealing (9 Dec 2019 to 8 Jul 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Jul 2022)
    • CF30 Customer (4 Jul 2017 to 8 Dec 2019)
  • HSBC Global Asset Management (UK) Limited (no longer approved here)

    FRN 122335

    • CF30 Customer (11 Jul 2014 to 25 Apr 2016)

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