Oxford University Endowment Management Limited
Reference number: 479702
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Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Identity
Check their details
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Verified website
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Verified phone number
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Verified address
27 Park End Street, Oxford, Oxfordshire, OX1 1HU, United Kingdom
- OU Endowment Management
Company details
From the company's Companies House record.
- Company number
- 06242141
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 9 May 2007 (19 years old)
- Registered office
- University Offices, Wellington Square, Oxford, OX1 2JD
- Nature of business
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- Fund management activities (SIC 66300)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Sandra Robertson | Director | Jul 1968 | 1 Oct 2007 |
| Bernard John Taylor | Director | Nov 1956 | 23 May 2018 |
| Simon Boddie | Director | Feb 1960 | 17 Feb 2022 |
| Zeina Jalal Bain | Director | Sep 1977 | 17 Feb 2022 |
| Samuel Andrew Banks | Director | Aug 1954 | 12 May 2023 |
| Timothy James Livett | Director | Jun 1962 | 27 Oct 2023 |
| Irene Mary Carmel Tracey (Prof) | Director | Oct 1966 | 6 Nov 2023 |
| Quintin Rupert Salter Price | Director | Jul 1961 | 12 Jun 2025 |
| Neamul Mohsin | Director | Jul 1983 | 26 Jun 2026 |
| Rachel Elizabeth Scott | Secretary | Not published | 12 Dec 2013 |
Activities and protection
What they can do, and how you are protected
- Hold or safeguard your money · Manage or trade investments · Run or oversee funds FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
Show FCA detail (8 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Arranging (bringing about) deals in investments
- Arranging safeguarding and administration of assets
- Dealing in investments as agent
- Establishing, operating or winding up a collective investment scheme
- Making arrangements with a view to transactions in investments
- Managing an unauthorised AIF
- Managing investments
Limits on what they may do
- This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.
One supervisory condition set by the FCA
These are conditions the FCA places on the firm itself, covering things like capital it must hold and what it must report. They do not change what the firm may do for you.
- CPMI Requirement
The firm is only permitted to carry on the activities specified in FUND 1.4.3R (1) to (6) or any successor provision
Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Track record
FCA actions and complaints
No FCA disciplinary action, and no complaints recorded with the Ombudsman.
Previously registered as
The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.
- Oxford University Asset Management Ltd
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