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).

Responsible principal firm

AlTi RE Limited Reference number: 582903 Caution View 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 an AR of AlTi RE Limited (FRN 582903). When you use AlTi Strategic Advisory (UK)'s services, the FCA authorisation sits with the principal 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.

Website, phone number and address

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

  • Address

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

In the full report: 1 background check

  • Who else gives the postcode B4 6AT
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Other names (5)

If you were contacted under any of these names, it is this firm.

  • AlTi Tiedemann Global Trading name
  • AlTi MB (UK) Limited Former name
  • Alvarium Investments Limited Former name
  • Alvarium MB (UK) Limited Former name
  • Alvarium Former trading name

Past FCA permissions and consumer protection

  • 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.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

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)

Key dates in its history

AlTi Strategic Advisory (UK)’s history from the FCA register and Companies House, newest first.

Key events (11) All events (46)

2025

10 July 2025

  • Board replaced: both directors left and 2 new directors took over

Companies House

2023

24 May 2023

  • Changed its registered name from "AlTi MB (UK) Limited"

FCA register

18 April 2023

  • Changed its registered name from "Alvarium MB (UK) Limited"

FCA register

2019

15 March 2019

  • Changed its registered name from "Alvarium Investments Limited"

FCA register

18 February 2019

  • Alti Asset Management Holdings 2 Limited took control (75–100% of shares)
  • Lj Capital (Di) Limited gave up control

Companies House

2018

1 November 2018

  • Lj Capital (Di) Limited took control (75–100% of shares)
  • Mrr Alexander Charles Benedict De Meyer gave up control

Companies House

31 October 2018

  • Became an appointed representative

FCA register

3 July 2018

  • Incorporated at Companies House
  • Mrr Alexander Charles Benedict De Meyer took control (75–100% of shares)

Companies House

In the full report: all 46 events

  • All 46 events in its history (11 shown here)
  • Every director appointment and resignation: 32
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Firms like AlTi Strategic Advisory (UK)

Other firms of the same type (investment or fund manager), nearest first.

In Birmingham

Social Housing Income Advisors LimitedBirminghamAppointed representativeWesleyan Unit Trust Managers LimitedBirminghamAuthorisedStandard Life Fund Managers LimitedBirminghamAuthorisedAlTi RE LimitedBirminghamAuthorisedAscot Lloyd Investment Management LimitedBirminghamAuthorisedHathaway Investment Management LimitedBirminghamAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on AlTi Strategic Advisory (UK)

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 background check on its contact details
  • All 46 events in its history

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Frequently asked questions about this firm

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 an AR of AlTi RE Limited (FRN 582903). When you use AlTi Strategic Advisory (UK)'s services, the FCA authorisation sits with the principal 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 AlTi Strategic Advisory (UK) a scam or clone?
AlTi Strategic Advisory (UK) is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
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.
Who owns AlTi Strategic Advisory (UK)?
AlTi Strategic Advisory (UK) is owned by Alti Asset Management Holdings 2 Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 18 February 2019. Before that, it was controlled by Lj Capital (Di) Limited and Mrr Alexander Charles Benedict De Meyer.
How long has AlTi Strategic Advisory (UK) been in business?
The company was formed on 3 July 2018. Companies House now lists it as administration.
Does AlTi Strategic Advisory (UK) use any other names?
It trades as AlTi Tiedemann Global. It has previously used 4 other names, including AlTi MB (UK) Limited, Alvarium Investments Limited and Alvarium MB (UK) Limited.

Sources and links

The full report on AlTi Strategic Advisory (UK) Limited

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