Bellevue Asset Management (UK) Ltd: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 7 years
Your funds are protected by FSCS
No FCA actions
Active company since 2014
Accounts filed up to 31 December 2025
2 things worth a closer look in the background checks

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.

Website

bellevue-am.uk (opens in a new tab)
Phone number

020 3871 2863
Address

24th Floor, The Shard, 32 London Bridge Street, London, SE1 9SG, United Kingdom

In the full report: 3 background checks, 2 things worth a closer look

When bellevue-am.uk first appeared online, and whether it can receive email
What kind of line 020 3871 2863 is
Whether SE1 9SG is a shared office: 32 other firms give it

Other names (1)

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

Bellevue Advisors Limited Former name: A name it was registered under before.

FCA permissions and consumer protection

Hold or safeguard your money · Manage or trade investments · Run or oversee funds FSCS may apply
Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Give regulated advice FSCS may apply
A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
Complaints Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Show FCA detail (7 permissions)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
Arranging (bringing about) deals in investments
Arranging safeguarding and administration of assets
Dealing in investments as agent
Making arrangements with a view to transactions in investments
Managing an unauthorised AIF
Managing investments

Limits on what they may do

This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

One supervisory condition set by the FCA

These are conditions the FCA places on the firm itself, covering things like capital it must hold and what it must report. They do not change what the firm may do for you.

CPMI Requirement
The firm is only permitted to carry on the activities specified in FUND 1.4.3R (1) to (6) or any successor provision

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.

Company number: 09170990 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 12 August 2014 (12 years old)
Registered office: 24th Floor The Shard, 32 London Bridge Street, London, SE1 9SG, United Kingdom
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Markus Peter	Director	Dec 1964	2 Oct 2024	None
Giles John Woodward	Director	Dec 1967	20 Apr 2026	1 other company

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company: 1
still active: 1

In the full report: all 1 company, named

What each company does, and whether it is still trading
Which of these 2 directors sit on each board, and since when
Any that went into liquidation or administration
All 10 people who have ever been directors, with their dates

Filed accounts and finances

Year to 31 December 2025Full accountsAudited

Turnover

£2.83m

−58% from £6.78m

Profit before tax

−£118k

−104% from £2.92m

Net assets

£3.81m

−4.3% from £3.99m

Cash at bank

£3.34m

−38% from £5.39m

Turnover and profit

In the full report: all 7 years of accounts

Every year from 2019 to 2025
Both charts, over every year
Every filed figure, year by year

About these figures

Turnover: Money taken from sales in the year, before any costs.
Profit before tax: What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity: Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities: Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank: Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year: Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 09170990. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Bellevue Asset Management (UK)’s history from the FCA register and Companies House, newest first.

Key events (7) All events (24)

2019

14 November 2019

Changed its registered name from "Bellevue Advisors Limited"

FCA register

29 May 2019

Regulated by the FCA from this date
FCA imposed a requirement (CPMI Requirement)
FCA imposed a requirement (May control but not hold client money)
Became authorised by the FCA

FCA register

2016

6 April 2016

Bellevue Group AG gained significant control

Companies House

2014

12 August 2014

Incorporated at Companies House

Companies House

In the full report: all 24 events

All 24 events in its history (7 shown here)
Every director appointment and resignation: 16

Firms like Bellevue Asset Management (UK)

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

In London

UBS Asset Management (UK) LtdLondonAuthorised UBS Asset Management Funds LtdLondonAuthorised J.P. Morgan Markets LimitedLondonAuthorised Revolut Trading LtdLondonAuthorised BlackRock Advisors (UK) LimitedLondonAuthorised BlackRock Fund Managers LimitedLondonAuthorised

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 Bellevue Asset Management (UK)

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

1 other company its directors have run, named
3 background checks on its contact details, 2 flagged
7 years of accounts, charted
All 24 events in its history

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Frequently asked questions about this firm

Is Bellevue Asset Management (UK) Ltd FCA authorised?

Yes, Bellevue Asset Management (UK) Ltd (FRN 825152) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2019 and works as an investment or fund manager. The FCA has placed a limit on what it may do.

What is Bellevue Asset Management (UK)’s phone number and website?

The FCA register lists the phone number 020 3871 2863 and the website bellevue-am.uk for Bellevue Asset Management (UK). If you were given different contact details, use these to check with the firm before going any further.

Is Bellevue Asset Management (UK) a scam or clone?

Bellevue Asset Management (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 Bellevue Asset Management (UK)?

It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Bellevue Asset Management (UK) to the Financial Ombudsman Service, free of charge.

Who owns Bellevue Asset Management (UK)?

Companies House lists one person with significant control of Bellevue Asset Management (UK): Bellevue Group AG (significant influence or control).

Who runs Bellevue Asset Management (UK)?

Companies House lists 2 directors of Bellevue Asset Management (UK): Markus Peter and Giles John Woodward.

How long has Bellevue Asset Management (UK) been in business?

The company was formed on 12 August 2014, and has held its current FCA authorisation since May 2019.

What do Bellevue Asset Management (UK)’s latest accounts show?

Its latest accounts, to 31 December 2025, show turnover of £2.83m (−58% from £6.78m) and profit before tax of −£118k (−104% from £2.92m).

Does Bellevue Asset Management (UK) use any other names?

It has previously used the name Bellevue Advisors Limited.