CBRE Investment Management (UK Funds) Limited

Date authorised
1 April 2013
Companies House
03108769
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Third Floor
    One New Change
    London
    EC4M 9AF
    UNITED KINGDOM
    Phone
    +4402078099000
  • Complaints Contact

    Third Floor
    One New Change
    London
    EC4M 9AF
    UNITED KINGDOM
    Phone
    +4402078099000

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Investment Advice (no pensions)

    For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Unit, Warrant

    Show 5 limitations
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · Limited to activities connected with corporate finance business and in carrying on such activities to the specified investments listed other than, "stakeholder pension scheme" and "rights to or interests in investments - security", (when the latter is associated with this specified investment).
    • · Limited to investment management activities and in carrying on these activities to the customer types "professional client" and "eligible counterparty".
    • · Limited to advisory-only activities and in carrying on these activities to the customer types "professional client" and "eligible counterparty".
  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Unit, Warrant

    Show 4 limitations
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · Limited to activities connected with corporate finance business and in carrying on such activities to the specified investments listed other than, "stakeholder pension scheme" and "rights to or interests in investments - security", (when the latter is associated with this specified investment).
    • · Limited to investment management activities and in carrying on these activities to the customer types "professional client" and "eligible counterparty".
  • Arranges Asset Safekeeping

    For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Stockbroking

    For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Unit, Warrant

    Show 4 limitations
    • · Limited to investment management activities and in carrying on these activities to the customer types "professional client" and "eligible counterparty".
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · Limited to activities connected with corporate finance business and in carrying on such activities to the specified investments listed other than, "stakeholder pension scheme" and "rights to or interests in investments - security", (when the latter is associated with this specified investment).
  • Runs Investment Funds

  • Investment Setup

    For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Unit, Warrant

    Show 5 limitations
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · Limited to transaction-only activities.
    • · Limited to activities connected with corporate finance business and in carrying on such activities to the specified investments listed other than, "stakeholder pension scheme" and "rights to or interests in investments - security", (when the latter is associated with this specified investment).
    • · Limited to investment management activities and in carrying on these activities to the customer types "professional client" and "eligible counterparty".
  • Specialist Investment Funds

  • Private Investment Funds

  • Manages Your Portfolio

    For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Unit, Warrant

    Show 3 limitations
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · Limited to activities connected with corporate finance business and in carrying on such activities to the specified investments listed other than, "stakeholder pension scheme" and "rights to or interests in investments - security", (when the latter is associated with this specified investment).

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Daniel Edward Lodwick Sadler

    IRN DXS00708

    • [FCA CF] Client dealing (since 5 Sep 2022)
  • Daniel Ross Buckle

    IRN DXB01042

    • [FCA CF] Client dealing (since 5 Jan 2026)
    • [FCA CF] Material risk taker (17 Sep 2024 to 2 Jan 2026)
  • Danny Frost

    IRN DXF01631

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 26 Feb 2026)
    • [FCA CF] Material risk taker (since 9 Feb 2026)
    • SMF16 Compliance Oversight (since 30 Jan 2026)
  • David Arthur Love

    IRN DAL01078

    • CF30 Customer (8 Apr 2013 to 30 Apr 2018)
    • Responsible for Insurance Mediation (23 Jan 2012 to 11 Jun 2014)
    • CF10a CASS Oversight function (1 Oct 2011 to 11 Jun 2014)
    • CF28 Systems and controls (1 Nov 2007 to 28 Nov 2014)
    • CF1 Director (13 Apr 2007 to 30 Apr 2018)
    • CF13 Finance (1 Dec 2001 to 31 Oct 2007)
  • David Inskip

    IRN DXI00058

    • [FCA CF] Manager of certification employee (since 9 Feb 2026)
    • [FCA CF] Material risk taker (12 Dec 2022 to 27 Apr 2023)
  • David John Gibbs

    IRN DXG01243

    • CF11 Money Laundering Reporting (18 Dec 2006 to 31 Dec 2010)
  • David Stuart Noble

    IRN DSN01017

    • [FCA CF] Client dealing (9 Dec 2019 to 8 Mar 2023)
    • CF30 Customer (22 Aug 2014 to 8 Dec 2019)
  • Dhananjai Dhananjai

    IRN DXD01487

    • [FCA CF] Client dealing (9 Dec 2019 to 23 Mar 2022)
    • CF30 Customer (10 Sep 2010 to 22 Aug 2014)
  • Dominic Andrew Smith

    IRN DAS01321

    • [FCA CF] Client dealing (5 Jan 2026 to 9 Feb 2026)
    • [FCA CF] Material risk taker (16 Apr 2023 to 2 Jan 2026)
  • Edward Brown

    IRN EXB01528

    • CF30 Customer (2 Apr 2013 to 19 Sep 2014)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.