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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Ivo Servandus de Wit
IRN ISD01024
- CF30 Customer (24 Dec 2009 to 30 Jun 2010)
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James Benedict Clifton-Brown
IRN JBC01041
- CF30 Customer (16 Apr 2013 to 21 Apr 2017)
- CF1 Director (1 Oct 2012 to 21 Apr 2017)
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James Daniel Robert Horgan
IRN JDH01178
- CF30 Customer (22 Aug 2014 to 1 Dec 2017)
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James William Routledge
IRN JWR01061
- [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2022)
- CF30 Customer (6 Dec 2012 to 8 Dec 2019)
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Jamie Graham Christmas
IRN JGC01124
- CF1 Director (12 Jan 2012 to 11 Apr 2014)
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Jamie Phillips
IRN JXP02591
- [FCA CF] Material risk taker (since 5 Jan 2026)
- [FCA CF] Manager of certification employee (since 12 Dec 2022)
- [FCA CF] Client dealing (since 9 Dec 2019)
- CF30 Customer (11 Aug 2017 to 8 Dec 2019)
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Jan Cornelius Meulenbelt
IRN JCM01245
- CF30 Customer (11 Jun 2010 to 30 Dec 2011)
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Jean Lamothe
IRN JXL01860
- CF30 Customer (12 Nov 2013 to 14 Mar 2014)
- CF3 Chief Executive (6 Dec 2011 to 11 Jun 2013)
- CF1 Director (6 Dec 2011 to 14 Mar 2014)
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Jeremy James Plummer
IRN JJP01045
- CF1 Director (5 Dec 2011 to 3 May 2013)
- CF30 Customer (5 Dec 2011 to 22 Aug 2014)
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John Francis Fahey
IRN JFF01052
- CF30 Customer (20 Sep 2017 to 8 Dec 2019)
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.