Savills Investment Management LLP

• Principal Place of Business

  33 Margaret Street

  London

  W1G 0JD

  UNITED KINGDOM

  Phone

  +442074998644

  Web

  https://www.savillsim.com

• Complaints Contact

  33 Margaret Street

  London

  W1G 0JD

  UNITED KINGDOM

  Phone

  +442074998644

• Investment Advice (no pensions)

  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.

• 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, Retail (Investment), 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.

• 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, 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 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.

• Investment Setup

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), 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.

• 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.

• Kevin Michael Aitchison

  IRN KMA01047

  • [FCA CF] Significant management (since 31 Mar 2025)
  • [FCA CF] Material risk taker (since 31 Mar 2025)
  • [FCA CF] Client dealing (since 31 Mar 2025)
  • SMF27 Partner (since 3 Apr 2024)
  • SMF1 Chief Executive (since 3 Apr 2024)
• Kevin StewartSmith

  IRN KXS01230

  • CF28 Systems and controls (12 Apr 2017 to 4 Jul 2018)
  • CF10 Compliance Oversight (29 Dec 2016 to 4 Jul 2018)
  • CF11 Money Laundering Reporting (29 Dec 2016 to 4 Jul 2018)
• Kiranbhai Patel

  IRN KXP01453

  • SMF1 Chief Executive (9 Dec 2019 to 31 Mar 2024)
  • SMF27 Partner (9 Dec 2019 to 31 Mar 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2024)
  • [FCA CF] Material risk taker (9 Dec 2019 to 31 Mar 2024)
  • CF3 Chief Executive (9 Aug 2018 to 8 Dec 2019)
  • CF4 Partner (9 Aug 2018 to 8 Dec 2019)
  • CF30 Customer (29 Sep 2014 to 8 Dec 2019)
• Lanka Fernando

  IRN LXF00108

  • SMF17 Money Laundering Reporting Officer (MLRO) (3 Mar 2022 to 8 Nov 2024)
  • [FCA CF] Significant management (27 Jan 2020 to 10 Aug 2022)
• Laurence Greenblatt

  IRN LXG01364

  • SMF17 Money Laundering Reporting Officer (MLRO) (since 17 Dec 2024)
  • SMF16 Compliance Oversight (since 26 Feb 2024)
  • [FCA CF] Significant management (since 12 Apr 2022)
  • [FCA CF] Material risk taker (since 12 Apr 2022)
  • SMF16 Compliance Oversight (9 Dec 2019 to 20 Sep 2021)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 3 Mar 2022)
  • CF11 Money Laundering Reporting (7 Mar 2019 to 8 Dec 2019)
  • CF28 Systems and controls (7 Mar 2019 to 8 Dec 2019)
  • CF10 Compliance Oversight (7 Mar 2019 to 8 Dec 2019)
• Lindsey Elliott

  IRN LXE00062

  • [FCA CF] Significant management (27 Jan 2020 to 5 Dec 2023)
  • [FCA CF] Material risk taker (27 Jan 2020 to 5 Dec 2023)
• Lucy Emma Winterburn

  IRN LEW01023

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Oct 2024)
  • [FCA CF] Material risk taker (9 Dec 2019 to 31 Oct 2024)
  • CF30 Customer (29 Sep 2014 to 8 Dec 2019)
  • CF4 Partner (29 Sep 2014 to 4 Jul 2016)
• Lucy Williams

  IRN LXW01305

  • [FCA CF] Client dealing (21 Nov 2022 to 31 Dec 2025)
• Luke Justin O'Connor

  IRN LJO01019

  • CF3 Chief Executive (29 Sep 2014 to 14 Jun 2018)
  • CF4 Partner (29 Sep 2014 to 14 Jun 2018)
• Marc Gonzalvez

  IRN MXG00331

  • [FCA CF] Client dealing (9 Dec 2019 to 2 Jan 2023)

No changes recorded yet.