AlTi Strategic Advisory (UK) Limited

Reference number: 824598

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Appointed representative, but in an insolvency process

This firm is under the control of insolvency practitioners and may have stopped taking on new business. If you are or were a customer, deal with the appointed office holders rather than the firm.

What the FCA says

ATTENTION - Firm in an insolvency process

This firm is in an insolvency process. It is under the control of the appointed insolvency office holder(s) and may have stopped taking on new business. It has to continue to meet our standards in line with its regulatory status, including when dealing with its customers. If you are/were a customer check how this affects you with the firm or the appointed insolvency office holder(s).

The FCA register does not name a principal for this firm.

What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • AlTi Strategic Advisory (UK) Limited (FRN 824598) is listed as an appointed representative, but the register does not show its principal firm here. Find the principal on the FCA register before dealing with this firm.
  • Example: if you take financial advice from AlTi Strategic Advisory (UK), complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • No phone number on the FCA register

  • Verified address

    Matthew Mawhinney and David Philip Soden, TENEO FINANCIAL ADVISORY LTD, The Colmore Building, 20 COLMORE CIRCUS, Birmingham, B4 6AT, United Kingdom

Also trades as
  • AlTi Tiedemann Global

Company details

From the company's Companies House record.

Concerns on the company record

  • Companies House records this company in administration.
  • Accounts are overdue at Companies House.
  • Confirmation statement is overdue at Companies House.
  • This company has insolvency history on record.
Company number
11446512
Company status
Administration
Company type
Private limited company
Incorporated
3 July 2018 (8 years old)
Registered office
C/O TENEO FINANCIAL ADVISORY LIMITED, The Colmore Building 20 Colmore Circus Queensway, Birmingham, B4 6AT
Nature of business
  • Activities of other holding companies not elsewhere classified (SIC 64209)

Check on the FCA register → Report a scam →

Activities and protection

What the record covers, and how you are protected

  • In an insolvency process
    Money the firm held is returned through the appointed office holders, which takes time and can fall short. The FSCS covers eligible claims up to its limits, and the Ombudsman can still look at a complaint.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds 3 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • AlTi MB (UK) Limited
  • Alvarium Investments Limited
  • Alvarium MB (UK) Limited

Names it no longer trades under

This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired name
  • Alvarium

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Common questions

Frequently asked questions

Is AlTi Strategic Advisory (UK) Limited FCA authorised?
AlTi Strategic Advisory (UK) Limited (FRN 824598) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for AlTi Strategic Advisory (UK)?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. AlTi Strategic Advisory (UK) Limited (FRN 824598) is listed as an appointed representative, but the register does not show its principal firm here. Find the principal on the FCA register before dealing with this firm. Example: if you take financial advice from AlTi Strategic Advisory (UK), complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Is my money safe with AlTi Strategic Advisory (UK)?
AlTi Strategic Advisory (UK) is under the control of insolvency practitioners, so money it held is returned through the appointed office holders rather than by the firm. That takes time and can fall short. Where money is missing, the FSCS covers eligible claims up to its limits, and the Financial Ombudsman Service can still consider a complaint.
Is AlTi Strategic Advisory (UK) a scam or clone?
AlTi Strategic Advisory (UK) is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is AlTi Strategic Advisory (UK)'s Firm Reference Number (FRN)?
AlTi Strategic Advisory (UK)'s FRN is 824598. You can verify it on the FCA register.