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UK (FCA)
Authorised
MiFID
Authorised since January 2025
Last updated 11 February 2026
AEQUITAS WEALTH MANAGEMENT LIMITED logo

AEQUITAS WEALTH MANAGEMENT LIMITED

Investment and advice, Wealth manager

Location

Spaces, Lewis Building, 35 Bull Street, Birmingham, B4 6AF

Summary

AEQUITAS WEALTH MANAGEMENT LIMITED is a Birmingham-based wealth manager. It was first authorised by the FCA in 2025. It has permissions related to investments.

Timeline

17 February 2025

Role appointment: [FCA CF] Client dealing (Mr Dmitry Konev)

17 February 2025

Role appointment: [FCA CF] Functions requiring qualifications (Mr Dmitry Konev)

20 January 2025

First authorised by the FCA

Firm permissions

Designated Investment Business
Latest financial accounts
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Key people

SMF16 Compliance Oversight

Mr Thomas Gerard Kelly

email@company.com+44 20 0000 0000

SMF17 Money Laundering Reporting Officer (MLRO)

Mr Thomas Gerard Kelly

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Matthew Wiliam Kidd

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Philip Newell Lindsay Stepp

email@company.com+44 20 0000 0000

CFA Society of the UK

Mr Dmitry Konev

email@company.com+44 20 0000 0000

CPD14 - Managing investments

Mr Dmitry Konev

email@company.com+44 20 0000 0000

[FCA CF] Client dealing

Mr Dmitry Konev

email@company.com+44 20 0000 0000

[FCA CF] Functions requiring qualifications

Mr Dmitry Konev

email@company.com+44 20 0000 0000

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