PATRIZIA PROPERTY INVESTMENT MANAGERS LLP

• Principal Place of Business

  24 Endell Street

  London

  WC2H 9HQ

  UNITED KINGDOM

  Phone

  +4402045924500

  Web

  https://www.patrizia.ag

• Complaints Contact

  24 Endell Street

  London

  WC2H 9HQ

  UNITED KINGDOM

  Phone

  +4402045924500

• 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, Unit, Warrant

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  • · 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

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, 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, Non-investment insurance contracts, 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, Unit, Warrant

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  • · 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.

• Insurance Admin

  For Commercial, Non-investment insurance contracts

• Stockbroking

  For Commercial, 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, Non-investment insurance contracts, 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, Unit, Warrant

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  • · 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 Commercial, 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, Non-investment insurance contracts, 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, Unit, Warrant

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  • · 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 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, Unit, Warrant

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  • · 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.

• CHRISTINE MILNE

  IRN CXM02710

  • SMF27 Partner (3 Aug 2022 to 31 Jul 2023)
  • [FCA CF] Significant management (24 Sep 2021 to 31 Jul 2023)
• Callaghan Desmond Stock

  IRN CXS00519

  • CF30 Customer (22 Mar 2022 to 4 Dec 2025)
• Charles Tarriere

  IRN CXT00260

  • [FCA CF] Significant management (24 Sep 2021 to 6 Oct 2023)
• Charles-Nicolas Henri Tarriere

  IRN CHT01043

  • SMF27 Partner (4 May 2023 to 6 Oct 2023)
  • CF30 Customer (10 Oct 2011 to 8 Dec 2019)
• Christie Wright

  IRN CXB00850

  • SMF27 Partner (since 26 Feb 2024)
  • [FCA CF] Client dealing (since 13 Sep 2023)
• Christopher Warren

  IRN CXW01839

  • CF30 Customer (3 May 2016 to 8 Dec 2019)
  • CF4 Partner (3 May 2016 to 23 Mar 2018)
• Conan Lauterpacht

  IRN CXL00223

  • CF1 Director (AR) (since 23 Mar 2022)
  • CF30 Customer (since 23 Mar 2022)
  • [FCA CF] Client dealing (since 7 Sep 2021)
• David Thomas Adderson

  IRN DXT01789

  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 23 Dec 2021)
  • SMF16 Compliance Oversight (9 Dec 2019 to 23 Dec 2021)
  • Responsible for Insurance Distribution (2 Oct 2019 to 23 Dec 2021)
  • CF10 Compliance Oversight (18 Sep 2019 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (18 Sep 2019 to 8 Dec 2019)
  • CF28 Systems and controls (4 May 2018 to 8 Dec 2019)
• Duncan White

  IRN DXW00299

  • [FCA CF] Client dealing (26 Mar 2021 to 30 Jun 2025)
• Edmund Anthony Craston

  IRN EAC01031

  • CF30 Customer (15 Apr 2011 to 8 Dec 2019)
  • CF4 Partner (16 Nov 2009 to 23 Mar 2018)

• Sustainable Future Ventures Limited

  FRN 963442 · Appointed 4 Nov 2021

• Patrizia Institutional Clients & Advisory GmbH (no longer appointed)

  FRN 969632 · Appointed 11 Feb 2022 · Until 1 Aug 2024

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