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

  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.

• Martin Trodden

  IRN MXT00219

  • [FCA CF] Client dealing (26 Mar 2021 to 23 Nov 2023)
• Mary Frances Harnetty

  IRN MFH01058

  • CF30 Customer (17 Jun 2011 to 23 Mar 2018)
  • CF4 Partner (20 Feb 2008 to 23 Mar 2018)
• Matthew Chagan

  IRN MXC00691

  • CF30 Customer (since 18 Mar 2022)
  • CF1 Director (AR) (since 18 Mar 2022)
• Michael James Pryer

  IRN MJP01163

  • SMF1 Chief Executive (since 22 Dec 2023)
  • Responsible for Insurance Distribution (since 22 Dec 2023)
  • SMF27 Partner (since 4 Aug 2022)
  • [FCA CF] Significant management (since 24 Sep 2021)
  • CF4 Partner (29 Apr 2015 to 23 Mar 2018)
  • CF30 Customer (30 Aug 2011 to 8 Dec 2019)
• Mischa Jon Davis

  IRN MJD01381

  • SMF27 Partner (4 May 2023 to 31 Dec 2025)
  • [FCA CF] Significant management (24 Sep 2021 to 31 Dec 2025)
  • CF30 Customer (26 Sep 2011 to 8 Dec 2019)
• Neal Alan Shegog

  IRN NAS01113

  • CF30 Customer (15 Apr 2011 to 4 Jul 2016)
  • CF4 Partner (1 Feb 2008 to 28 Feb 2015)
• Olivia Holden

  IRN OXH00095

  • [FCA CF] Client dealing (since 13 Aug 2024)
• Patrick Dalton

  IRN PXD00399

  • [FCA CF] Client dealing (since 13 Aug 2024)
• Paul Alexander Crosbie

  IRN PAC01329

  • CF30 Customer (15 Aug 2011 to 4 Jul 2016)
• Paul John Hampton

  IRN PJH01411

  • SMF27 Partner (9 Aug 2022 to 6 Oct 2023)
  • SMF1 Chief Executive (9 Aug 2022 to 6 Oct 2023)
  • SMF17 Money Laundering Reporting Officer (MLRO) (22 Mar 2022 to 12 May 2023)
  • SMF16 Compliance Oversight (22 Mar 2022 to 12 May 2023)
  • Responsible for Insurance Distribution (22 Mar 2022 to 6 Oct 2023)
  • [FCA CF] Significant management (24 Sep 2021 to 6 Oct 2023)
  • CF30 Customer (17 Jun 2011 to 8 Dec 2019)
  • CF4 Partner (1 Feb 2008 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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