Berkeley Asset Management LLP

Reference number: 500710

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

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.

In the full report: 3 background checks

  • When berkeleyassetmanagement.com first appeared online, and whether it can receive email
  • What kind of line 020 7871 0730 is
  • Who else gives the postcode HP5 2ST
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Lendlease Credit Asset Management Former trading name
  • Winterbrook Capital Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible 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 apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • 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.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
OC344910
Company status
Active
Company type
Limited liability partnership
Incorporated
16 April 2009 (17 years old)
Registered office
Chess Spring House, Pednor Vale, Chesham, HP5 2ST, England

Directors and company secretaries

Name Role Born Appointed Other companies
Richard Mervyn Hughes LLP designated member Feb 1969 16 Apr 2009 17 other companies
Edgar Leibovici LLP designated member Jul 1973 4 Mar 2020 6 other companies
Roy Asher Schwartz LLP member Jan 1975 4 Mar 2020 1 other company

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
21
closed down
13
run together
2

In the full report: all 21 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 companies these 3 directors run together
  • All 6 people who have ever been directors, with their dates
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Key dates in its history

Berkeley Asset Management’s history from the FCA register and Companies House, newest first.

Key events (12) All events (24)

2022

20 November 2022

  • Edgar Leibovici became a part-owner (25–50% of shares)
  • Richard Mervyn Hughes became a part-owner (25–50% of shares)
  • Roy Asher Schwartz became a part-owner (25–50% of shares)

Companies House

2020

4 March 2020

  • Hrf Investments Limited stopped being the majority owner

Companies House

18 February 2020

  • Naivasha Investments (UK) Limited stopped being a part-owner

Companies House

2016

6 April 2016

  • Hrf Investments Limited became the majority owner (50–75% of shares)
  • Naivasha Investments (UK) Limited became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

14 August 2009

  • Regulated by the Financial Services Authority from this date
  • FCA imposed a requirement (May control but not hold client money)
  • Became authorised by the FCA

FCA register

16 April 2009

  • Incorporated at Companies House

Companies House

In the full report: all 24 events

  • All 24 events in its history (12 shown here)
  • Every director appointment and resignation: 5
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Firms like Berkeley Asset Management

Other firms of the same type (investment or fund manager), nearest first.

In the Hemel Hempstead (HP) postcode area

Amberside Capital LtdBerkhamstedAuthorisedAshridge Capital Investments LLPBerkhamstedAuthorisedBrilliance Financial Planning LimitedAylesburyAuthorisedConsortium Investment Management LLPAmershamAuthorisedIgnite Growth LLPBeaconsfieldAuthorisedKanka Capital LtdTringAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Berkeley Asset Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 21 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 24 events in its history

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Frequently asked questions about this firm

Is Berkeley Asset Management LLP FCA authorised?
Yes, Berkeley Asset Management LLP (FRN 500710) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2009 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Berkeley Asset Management’s phone number and website?
The FCA register lists the phone number 020 7871 0730 and the website berkeleyassetmanagement.com for Berkeley Asset Management. If you were given different contact details, use these to check with the firm before going any further.
Is Berkeley Asset Management a scam or clone?
Berkeley Asset Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Berkeley Asset Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Berkeley Asset Management to the Financial Ombudsman Service, free of charge.
Who owns Berkeley Asset Management?
Companies House lists 3 people with significant control of Berkeley Asset Management: Mr Roy Asher Schwartz (25–50% of votes), Mr Richard Mervyn Hughes (25–50% of votes) and Mr Edgar Leibovici (25–50% of votes). Before that, it was controlled by Hrf Investments Limited and Naivasha Investments (UK) Limited.
Who runs Berkeley Asset Management?
Companies House lists 3 directors of Berkeley Asset Management: Richard Mervyn Hughes, Edgar Leibovici and Roy Asher Schwartz.
How long has Berkeley Asset Management been in business?
The company was formed on 16 April 2009, and has held its current FCA authorisation since August 2009.
Does Berkeley Asset Management use any other names?
It has previously used 2 other names: Lendlease Credit Asset Management and Winterbrook Capital.

Sources and links

The full report on Berkeley Asset Management LLP

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