Clearbridge Investment Management Limited

Reference number: 119289

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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 clearbridgeinvestments.co.uk first appeared online, and whether it can receive email
  • What kind of line 0131 229 5252 is
  • Who else gives the postcode EH3 8BH
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Other names (2)

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

  • MARTIN CURRIE INVESTMENT MANAGEMENT LIMITED Former name
  • Martin Currie Investment Management Ltd Former 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)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Dealing in investments as principal
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • Unable to hold client assets for MiFID activities
    Unable to hold client money or safeguard and administer assets (without arranging) in relation to any investment services and activities (to which MiFID applies)

FCA disciplinary action

FCA action

fine
1
in fines
£3.50m
most recent
May 2012
  • Fined £3.5m on 10 May 2012
    On 2 May 2012, the FSA imposed a financial penalty of £3.5m on Martin Currie Investment Management Limited and Martin Currie Inc (together 'Martin Currie') for failing to comply with Principle 2 (Skill, care and diligence), Principle 3 (Management and control) and Principle 8 (Conflicts of interest) of the FSA's Principles for Businesses and breaches of rules contained in the part of the FSA's Handbook relating to Senior Management Arrangements, Systems and Controls Sourcebook and the Conduct of Business Sourcebook between January 2007 and November 2010 in relation to its discretionary investment management of unlisted investments made on behalf of two clients. The Final Notice which sets out the reason for the action against Martin Currie can be found on the FSA's website.

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
SC066107
Company status
Active
Company type
Private limited company
Incorporated
19 October 1978 (48 years old)
Registered office
5 Morrison Street, Edinburgh, EH3 8BH, Scotland
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Stuart James Davidson Director Mar 1972 15 Aug 2019 6 other companies
Nigel John Anderson Director Apr 1970 12 Jul 2025 6 other companies
Katrina Suzanne Dudley Director Jan 1974 1 Aug 2025 None
Euan Angus Wilson Director Sep 1979 6 Aug 2026 8 other companies
Ewan Ross Cameron Secretary Not published 12 Oct 2021 –

Other companies run by these 4 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
15
closed down
3
went insolvent
1

In the full report: all 15 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 5 on the FCA register
  • The 5 companies these 4 directors run together
  • All 141 people who have ever been directors, with their dates
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Key dates in its history

Clearbridge Investment Management’s history from the FCA register and Companies House, newest first.

Key events (11) All events (285)

2026

20 October 2026

  • Franklin Templeton Inc. took control (75–100% of shares)

Companies House

2025

8 October 2025

  • Changed its registered name from "MARTIN CURRIE INVESTMENT MANAGEMENT LIMITED"

FCA register

2024

20 December 2024

  • Changed its registered name from "Martin Currie Investment Management Ltd"

FCA register

2023

21 June 2023

  • FCA imposed a requirement (Unable to hold client assets for MiFID activities)

FCA register

2016

6 April 2016

  • Martin Currie Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

10 May 2012

  • Fined £3.5m by the FCA

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1978

19 October 1978

  • Incorporated at Companies House

Companies House

1901

1 January 1901

  • Regulated by the Investment Management Regulatory Organisation from this date

FCA register

In the full report: all 285 events

  • All 285 events in its history (11 shown here)
  • Every director appointment and resignation: 271
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Firms connected to Clearbridge Investment Management

Other FCA-listed firms that share a director, phone number or address with Clearbridge Investment Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
5
share a director
5
share its postcode
1

In the full report: all 5 connected firms, named

  • How each is linked: shared directors (5), the same postcode (1)
  • Who links each one: the named directors, with dates
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Firms like Clearbridge Investment Management

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

In Edinburgh

HBOS Investment Fund Managers LimitedEdinburghAuthorisedAegon Investments LimitedEdinburghAuthorisedScottish Widows Unit Trust Managers LimitedEdinburghAuthorisedBaillie Gifford & Co LimitedEdinburghAuthorisedPatria Capital Partners LLPEdinburghAuthorisedAmati Global Investors LimitedEdinburghAuthorised

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 Clearbridge Investment Management

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

  • 15 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 285 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Clearbridge Investment Management Limited FCA authorised?
Yes, Clearbridge Investment Management Limited (FRN 119289) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Clearbridge Investment Management’s phone number and website?
The FCA register lists the phone number 0131 229 5252 and the website clearbridgeinvestments.co.uk for Clearbridge Investment Management. If you were given different contact details, use these to check with the firm before going any further.
Is Clearbridge Investment Management a scam or clone?
Clearbridge Investment 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 Clearbridge Investment 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 Clearbridge Investment Management to the Financial Ombudsman Service, free of charge.
Who owns Clearbridge Investment Management?
Clearbridge Investment Management is owned by Franklin Templeton Inc., which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 20 October 2026.
Who runs Clearbridge Investment Management?
Companies House lists 4 directors of Clearbridge Investment Management: Stuart James Davidson, Nigel John Anderson, Katrina Suzanne Dudley and Euan Angus Wilson.
How long has Clearbridge Investment Management been in business?
The company was formed on 19 October 1978, and has held its current FCA authorisation since December 2001.
Has the FCA taken action against Clearbridge Investment Management?
Yes. The FCA register records 1 fine in 2012, £3.5m in total. The details are in the disciplinary section above, with links to the FCA's notices.
Does Clearbridge Investment Management use any other names?
It has previously used 2 other names: MARTIN CURRIE INVESTMENT MANAGEMENT LIMITED and Martin Currie Investment Management Ltd.

Sources and links

The full report on Clearbridge Investment Management Limited

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