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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Giles Lindsey Calvert Lee
IRN GLC01021
- CF23 Corporate Finance Adviser (18 Sep 2002 to 2 Jul 2003)
- CF27 Investment Management (1 Dec 2001 to 2 Jul 2003)
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Hannah Marshall
IRN HXL01115
- [FCA CF] Manager of certification employee (since 5 Jan 2026)
- [FCA CF] Material risk taker (since 5 Jan 2026)
- [FCA CF] Client dealing (since 14 Jul 2021)
- SMF3 Executive Director (since 9 Dec 2019)
- CF1 Director (11 May 2018 to 8 Dec 2019)
- CF30 Customer (21 Aug 2014 to 8 Dec 2019)
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Harry Savory
IRN HXS01684
- CF30 Customer (24 Jan 2014 to 22 May 2014)
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Heleen Rietdijk
IRN HXR00233
- SMF16 Compliance Oversight (6 Jun 2024 to 13 Sep 2024)
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Hendrikus Johannes Bernardus Voskuilen
IRN HXV00066
- [FCA CF] Manager of certification employee (since 9 Feb 2026)
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Hugh Tobin
IRN HXT00218
- [FCA CF] CASS oversight function (since 7 Jul 2025)
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Huw Morrison
IRN HXM00392
- [FCA CF] Material risk taker (30 Nov 2023 to 13 Sep 2024)
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Ian Murrough Joseph Gleeson
IRN IMG01021
- CF1 Director (8 Dec 2011 to 3 May 2013)
- CF30 Customer (8 Dec 2011 to 22 Aug 2014)
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Ian Whittock
IRN IXW01081
- CF30 Customer (1 Nov 2007 to 9 Dec 2011)
- CF1 Director (1 Dec 2001 to 9 Dec 2011)
- CF27 Investment Management (1 Dec 2001 to 31 Oct 2007)
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Isabelle Brennan
IRN IXB01335
- [FCA CF] Manager of certification employee (28 Mar 2023 to 15 Feb 2024)
- [FCA CF] Client dealing (17 May 2021 to 15 Feb 2024)
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.