About CPA HOLDINGS LTD
Professional open investment company services in Britain since 2010
Our Story
CPA HOLDINGS LTD was established to provide professional open investment company services in Britain. As a fully FCA-regulated firm, we specialize in fund management, investment advisory services, and comprehensive portfolio solutions for both individual and institutional clients.
Our London-based team brings together decades of experience in investment management, financial planning, and regulatory compliance. We understand the complexities of the UK investment landscape and provide tailored solutions that align with our clients' financial objectives.
Since our inception, we have built a reputation for excellence, transparency, and client-focused service delivery. Our commitment to regulatory compliance and best practices has earned us the trust of over 1,200 clients across Britain.
Regulation: FCA Authorized
Location: London, England
Our Mission
To provide exceptional open investment company services that help our clients achieve their financial goals through professional fund management, strategic investment planning, and transparent client relationships built on trust and expertise.
Our Vision
To be recognized as the leading open investment company in Britain, setting the standard for professional fund management, client service excellence, and innovative investment solutions in the evolving UK financial services landscape.
Our Core Values
The principles that guide everything we do
Integrity
We conduct our business with the highest ethical standards, ensuring transparency and honesty in all client relationships.
Expertise
Our team's deep knowledge of investment markets and regulatory requirements ensures superior outcomes for our clients.
Innovation
We continuously evolve our investment strategies and service offerings to meet changing market conditions and client needs.
Client Focus
Every decision we make is guided by what's best for our clients' long-term financial success and peace of mind.
Leadership Team
Experienced professionals leading CPA HOLDINGS LTD
Chief Executive Officer
Investment Management
Over 20 years of experience in fund management and financial services, with expertise in UK and international investment markets.
Chief Investment Officer
Portfolio Strategy
Specialist in equity and fixed income markets with a proven track record of delivering superior risk-adjusted returns for clients.
Head of Compliance
Regulatory Affairs
Ensures all operations meet FCA requirements and industry best practices, maintaining the highest standards of regulatory compliance.
Regulatory Information
| Company Name | CPA HOLDINGS LTD |
|---|---|
| Registration Number | 13850958 |
| Regulatory Authority | Financial Conduct Authority (FCA) |
| Registered Address | 204 Dover House Road, London, England, SW15 5AH |
| [email protected] | |
| Business Activities | Open-ended Investment Company Activities |
| Client Protection | Financial Services Compensation Scheme (FSCS) |
Important Information
CPA HOLDINGS LTD is authorized and regulated by the Financial Conduct Authority. All client funds are held in segregated accounts with authorized depositary institutions. Our services are covered by the Financial Services Compensation Scheme (FSCS).
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