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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John Gerrard Connors
IRN JGC01101
- CF10 Compliance Oversight (21 Dec 2006 to 1 Nov 2008)
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Jonathan Roderick Dale-Harris
IRN JRD01055
- CF30 Customer (21 Dec 2012 to 30 Apr 2017)
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Jorrit Thijmen Sennema
IRN JTS01078
- CF30 Customer (30 Apr 2015 to 28 Aug 2015)
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Justin Jeremiah Kean
IRN JJK01060
- CF30 Customer (4 Oct 2010 to 10 Nov 2011)
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Kevin Michael Aitchison
IRN KMA01047
- CF3 Chief Executive (18 Dec 2008 to 30 Nov 2011)
- CF1 Director (18 Dec 2008 to 30 Nov 2011)
- CF30 Customer (1 Aug 2008 to 30 Nov 2011)
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LAURENCE STEPHEN JONES
IRN LSJ01015
- CF30 Customer (7 Apr 2011 to 30 Dec 2011)
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Laura Wilson-Brown
IRN LGW01021
- [FCA CF] Client dealing (9 Dec 2019 to 13 Jan 2022)
- CF30 Customer (21 Sep 2015 to 8 Dec 2019)
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Laure Duhot
IRN LXD00310
- [FCA CF] Client dealing (since 9 Feb 2026)
- [FCA CF] Material risk taker (16 May 2023 to 6 Feb 2026)
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Louise Jane Moore
IRN LJM01054
- CF27 Investment Management (1 Dec 2001 to 19 Aug 2002)
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Lydia Merry
IRN LXM01991
- CF30 Customer (8 Jul 2016 to 29 Jun 2017)
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.