CBRE Investment Management (UK Funds) Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Third FloorOne New ChangeLondonEC4M 9AFUNITED KINGDOM- Phone
- +4402078099000
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Complaints Contact
Third FloorOne New ChangeLondonEC4M 9AFUNITED KINGDOM- Phone
- +4402078099000
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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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 Hide 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".
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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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 Hide 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".
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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 Hide limitations
- · 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.
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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 Hide 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).
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Runs Investment Funds
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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 Hide 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".
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Specialist Investment Funds
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Private Investment Funds
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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 Hide 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.
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Edward Harry Charlesworth
IRN EXC00241
- [FCA CF] Manager of certification employee (12 Dec 2022 to 8 Mar 2023)
- [FCA CF] Client dealing (19 Apr 2022 to 8 Mar 2023)
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Elizabeth Anne Horner
IRN EAH01023
- CF1 Director (15 Jan 2010 to 3 Oct 2011)
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Elliot Reid Caldwell
IRN ERC01006
- CF27 Investment Management (1 Dec 2001 to 31 May 2007)
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Felicity Claire Holbrook Beasley
IRN FCB01023
- CF30 Customer (1 May 2012 to 27 Dec 2018)
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Francesca Bendetta Giulia Galante
IRN FXG01037
- CF30 Customer (15 Jan 2009 to 31 Jul 2009)
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GILLIAN ANNE ROANTREE
IRN GAR01094
- SMF3 Executive Director (24 Nov 2020 to 27 May 2025)
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Gavin Bruce Merchant
IRN GBM01034
- CF30 Customer (14 Nov 2008 to 22 May 2009)
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George Crone
IRN GXC00652
- [FCA CF] Client dealing (since 9 Feb 2026)
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George Ian MacLoy Cockburn
IRN GIC01009
- CF30 Customer (1 Nov 2007 to 31 Dec 2007)
- CF27 Investment Management (21 Dec 2004 to 31 Oct 2007)
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George Richards
IRN GXR00049
- [FCA CF] Client dealing (9 Dec 2019 to 9 Feb 2026)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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CBRE Global Investors (UK) Limited (no longer appointed)
FRN 418107 · Appointed 14 Jan 2005 · Until 5 Jun 2013
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.