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.

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 ouem.co.uk first appeared online, and whether it can receive email
  • What kind of line 01865 632900 is
  • Who else gives the postcode OX1 1HU
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Other names (2)

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

  • OU Endowment Management Trading name
  • Oxford University Asset Management Ltd Former name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments · Run or oversee funds 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 (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

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
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
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Sandra Robertson Director Jul 1968 1 Oct 2007 5 other companies
Bernard John Taylor Director Nov 1956 23 May 2018 24 other companies
Simon Boddie Director Feb 1960 17 Feb 2022 16 other companies
Zeina Jalal Bain Director Sep 1977 17 Feb 2022 54 other companies
Samuel Andrew Banks Director Aug 1954 12 May 2023 1 other company
Timothy James Livett Director Jun 1962 27 Oct 2023 3 other companies
Irene Mary Carmel Tracey (Prof) Director Oct 1966 6 Nov 2023 3 other companies
Quintin Rupert Salter Price Director Jul 1961 12 Jun 2025 None
Neamul Mohsin Director Jul 1983 26 Jun 2026 3 other companies
Rachel Elizabeth Scott Secretary Not published 12 Dec 2013 –

Other companies run by these 9 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
99
closed down
18
went insolvent
1

In the full report: all 99 companies, named

  • What each company does, and whether it is still trading
  • Which of these 9 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The one on the FCA register
  • The 5 companies these 9 directors run together
  • All 19 people who have ever been directors, with their dates
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Key dates in its history

Oxford University Endowment Management’s history from the FCA register and Companies House, newest first.

Key events (7) All events (37)

2017

8 December 2017

  • FCA imposed a requirement (CPMI Requirement)

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2008

5 September 2008

  • Changed its registered name from "Oxford University Asset Management Ltd"

FCA register

8 May 2008

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

FCA register

2007

9 May 2007

  • Incorporated at Companies House

Companies House

In the full report: all 37 events

  • All 37 events in its history (7 shown here)
  • Every director appointment and resignation: 27
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Firms connected to Oxford University Endowment Management

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

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
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Firms like Oxford University Endowment Management

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

In Oxford

Elevage PLCOxfordAuthorisedHadron Capital LLPOxfordAuthorisedOSE Manager LimitedOxfordAuthorisedOxford Asset Management LLPOxfordAuthorisedOxford Capital Partners LLPOxfordAuthorisedOxford Investment Consultants LLPOxfordAuthorised

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 Oxford University Endowment Management

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

  • 99 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 37 events in its history

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Frequently asked questions about this firm

Is Oxford University Endowment Management Limited FCA authorised?
Yes, Oxford University Endowment Management Limited (FRN 479702) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2008 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Oxford University Endowment Management’s phone number and website?
The FCA register lists the phone number 01865 632900 and the website ouem.co.uk for Oxford University Endowment Management. If you were given different contact details, use these to check with the firm before going any further.
Is Oxford University Endowment Management a scam or clone?
Oxford University Endowment 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 Oxford University Endowment 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 Oxford University Endowment Management to the Financial Ombudsman Service, free of charge.
Who runs Oxford University Endowment Management?
Companies House lists 9 directors of Oxford University Endowment Management: Sandra Robertson, Bernard John Taylor, Simon Boddie, Zeina Jalal Bain, Samuel Andrew Banks, Timothy James Livett and 3 more.
How long has Oxford University Endowment Management been in business?
The company was formed on 9 May 2007, and has held its current FCA authorisation since May 2008.
Does Oxford University Endowment Management use any other names?
It trades as OU Endowment Management. It has previously used the name Oxford University Asset Management Ltd.

Sources and links

The full report on Oxford University Endowment Management Limited

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