CI Financial Holdings LTD.
Company 16226176 Active
Connected board network
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This company's record is public. The network of who else its directors govern is compiled from the registers by us, and an account keeps it out of bulk scrapers.
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How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.iBoard compositionCounted from the dated Companies House officer record: the current directors only, past directors excluded.
2 directors on the board
- Samuel Joseph Merksamer Director · appointed 2026
- Blake Austin Klein Director · appointed 2025
First-time vs portfolio directors
Portfolio (2)
- Samuel Joseph Merksamer Director · appointed 2026
- Blake Austin Klein Director · appointed 2025
Left in the last 12 months
- Amit Muni Director · appointed 2025 · resigned 2026
- Edward Douglas Kelterborn Director · appointed 2025 · resigned 2026
Where else this board sits iWhere else this board sitsThe charitable fields these directors govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.
The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.
Related organisations iRelated organisationsTwo groups, both deterministic from public records. Related organisations share two or more directors with this board - a real structural link, such as a subsidiary or group company. Connected through a shared director share exactly one person - a genuine connection, but not the same group.
Related organisations
- Corient Global Holdco Limited 2 shared directors
Connected through a shared director
- Pint of Wine Theatre Company Limited 1 shared director
- Witherslack Midco Limited 1 shared director
- Witherslack Bidco Limited 1 shared director
- Witherslack Aggregator Limited 1 shared director
- Witherslack Topco Limited 1 shared director
Deterministic, from public records.
Company details
| Number | 16226176 |
| Status | Active |
| Type | Private Limited Company |
| Incorporated | 03/02/2025 |
| Address | THE PAVILIONS, BRIDGWATER ROAD, BRISTOL, BS13 8AE |
| Accounts next due | 30/09/2027 |
| Accounts last made up | 31/12/2025 |
Industry (SIC)
Owned by (1) iOwned byIndividuals and companies registered as having significant control over this company, from the Companies House PSC (persons with significant control) register. People whose ownership could not be confirmed to one individual are not listed as confirmed owners.
- MC CIF Wealth Management (UK) LTD.
75-100% shares, 75-100% voting, appoints directors · notified 2025-02-03
Owns 12 companies iOwnsCompanies where this company is registered as having significant control, from the Companies House PSC (persons with significant control) register.
- Corient Global Holdco Limited
75-100% shares · notified 2025-10-13 - Stanhope Capital Management Limited
75-100% shares, 75-100% voting, appoints directors, significant influence (firm) · notified 2026-06-01 - Stanhope Capital (Corporate Member) Limited
75-100% shares, 75-100% voting, appoints directors, significant influence (firm) · notified 2026-06-01 - Corient Global Partners (Feeder 1) Limited
75-100% shares, 75-100% voting, appoints directors · notified 2026-06-17 - Corient International Holdings Limited ceased 2026-06-01
75-100% shares, 75-100% voting, appoints directors · notified 2025-09-01 - Exmoor Fiduciary Limited ceased 2026-06-04
75-100% shares, 75-100% voting, appoints directors · notified 2026-06-01 - Stonehage Fleming Services Limited ceased 2026-06-04
75-100% shares, 75-100% voting, appoints directors · notified 2026-06-01 - Stonehage Fleming Dealing and Treasury Services (UK) Limited ceased 2026-06-04
75-100% shares, 75-100% voting, appoints directors · notified 2026-06-01 - Stonehage Fleming (UK) Limited ceased 2026-06-04
75-100% shares, 75-100% voting, appoints directors · notified 2026-06-01 - Stonehage Fleming Wealth Planning Limited ceased 2026-06-04
75-100% shares, 75-100% voting, appoints directors · notified 2026-06-01 - Stonehage Fleming Financial Services Limited ceased 2026-06-04
75-100% shares, 75-100% voting, appoints directors · notified 2026-06-01 - Stonehage Fleming LAW Limited ceased 2026-06-04
75-100% shares, 75-100% voting, appoints directors · notified 2026-06-01
Officers (4)
- Samuel Joseph Merksamer Director · appointed 2026
- Blake Austin Klein Director · appointed 2025
Show 2 former officers
- Amit Muni Director · appointed 2025 · resigned 2026
- Edward Douglas Kelterborn Director · appointed 2025 · resigned 2026
Directors and officers on the Companies House record, current and former.
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