Generation Investment Management LLP
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
Generation Investment Management LLP20 Air StreetLondonWestminsterW1B 5ANUNITED KINGDOM- Phone
- +4402075344700
-
Complaints Contact
Generation Investment Management LLP20 Air StreetLondonWestminsterW1B 5ANUNITED KINGDOM- Phone
- +4402075344700
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
-
P2P Lending Advice
For Eligible Counterparty, Professional
-
Investment Advice (no pensions)
For Eligible Counterparty, Professional, Certificates representing certain security, 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, 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.
-
Authorised to Operate
Show 1 limitation Hide limitations
- · 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, 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, 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.
-
Arranges Asset Safekeeping
For Eligible Counterparty, Professional, Certificates representing certain security, 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, 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.
-
Stockbroking
For Eligible Counterparty, Professional, Certificates representing certain security, 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, 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.
-
Runs Investment Funds
-
Investment Setup
For Eligible Counterparty, Professional, Certificates representing certain security, 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, 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.
-
Private Investment Funds
-
Manages Your Portfolio
For Eligible Counterparty, Professional, Certificates representing certain security, 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, 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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
-
Christopher Charles Ragona
IRN CXR00440
- [FCA CF] Client dealing (since 5 Jun 2023)
- [FCA CF] Material risk taker (since 5 Jun 2023)
-
Clara Barby
IRN CXB00575
- SMF27 Partner (since 13 Jul 2023)
- [FCA CF] Client dealing (since 24 Mar 2022)
- CF4 Partner (AR) (19 Jun 2023 to 19 Jun 2025)
- CF3 Chief Executive (AR) (19 Jun 2023 to 19 Jun 2025)
- [FCA CF] Material risk taker (24 Mar 2022 to 9 Dec 2023)
- CF30 Customer (16 Mar 2022 to 19 Jun 2025)
-
Claudia Reim
IRN CXR00154
- [FCA CF] Client dealing (since 4 May 2020)
- [FCA CF] Material risk taker (4 May 2020 to 3 Nov 2025)
-
Colin Le Duc
IRN CML01059
- [FCA CF] Client dealing (since 24 Mar 2022)
- SMF27 Partner (since 9 Dec 2019)
- CF30 Customer (1 Nov 2007 to 8 Dec 2019)
- CF4 Partner (26 Oct 2004 to 8 Dec 2019)
- CF21 Investment Adviser (26 Oct 2004 to 31 Oct 2007)
-
Daisy Danielle Andree Foquet
IRN DDF01002
- CF21 Investment Adviser (30 Aug 2006 to 1 Dec 2006)
- CF22 Investment Adviser (Trainee) (26 Oct 2004 to 30 Aug 2006)
-
Damon Guirdham
IRN DXG01185
- CF4 Partner (4 Jan 2010 to 31 Dec 2013)
- CF30 Customer (1 Nov 2007 to 22 May 2009)
- CF21 Investment Adviser (7 Apr 2005 to 31 Oct 2007)
-
David Blood
IRN DWB01059
- SMF1 Chief Executive (since 9 Dec 2019)
- SMF27 Partner (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
- CF4 Partner (AR) (17 Aug 2021 to 7 Jun 2023)
- CF30 Customer (25 Sep 2008 to 8 Dec 2019)
- CF4 Partner (26 Oct 2004 to 8 Dec 2019)
- CF8 Apportionment and Oversight (26 Oct 2004 to 31 Oct 2007)
- CF3 Chief Executive (26 Oct 2004 to 8 Dec 2019)
-
David Martin Lowish
IRN DML01072
- CF4 Partner (1 Feb 2013 to 31 Dec 2018)
- CF30 Customer (1 Nov 2007 to 31 Dec 2018)
- CF27 Investment Management (20 Jul 2007 to 31 Oct 2007)
-
David Michael Easton
IRN DXE00065
- [FCA CF] Client dealing (since 9 Dec 2019)
- [FCA CF] Material risk taker (since 9 Dec 2019)
-
Della Deme
IRN DXD00119
- [FCA CF] Significant management (since 9 Dec 2019)
- [FCA CF] Material risk taker (9 Dec 2019 to 3 Nov 2025)
- [FCA CF] Manager of certification employee (9 Dec 2019 to 3 Nov 2025)
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.