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The Institute Of Asset Management

05056259

active
PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)
england wales
Companies House
Health Score
88 / 100

Healthy

30/30
Filing
20/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

Details

4TH FLOOR ST CATHERINE'S COURT, BRISTOL, BS8 1BQ
Incorporated 26/02/2004

Compliance

Last accounts

31/12/2024

total exemption full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 01/03/2026

Due 15/03/2027

On track

Industry

94120
Activities of professional membership organisations

Officers

Mrs Ursula Bryan

director · Since 01/10/2009

CHIEF EXECUTIVE

BRITISH · ENGLAND · Age 55

Also on 3 other boards

Mr Andrew Robert Wynn Jinks

director · Since 01/02/2016

HEAD OF ASSET STRATEGY & INVESTMENT

BRITISH · ENGLAND · Age 59

Mr Christian Mark Roberts

director · Since 01/08/2019

VICE PRESIDENT

BRITISH · UNITED STATES · Age 53

Mr Oliver Foerster

director · Since 10/12/2020

ECONOMIST

GERMAN · GERMANY · Age 54

Mr Boudewijn Paulus Augustinus Theodorus Neijens

director · Since 10/12/2020

COMPANY DIRECTOR

DUTCH · CANADA · Age 68

Mrs Nicola Elizabeth Walsh

director · Since 14/09/2022

DIRECTOR

BRITISH · ENGLAND · Age 55

Mr Bernard Gaudreault

director · Since 30/09/2023

ASSET MANAGER

CANADIAN · CANADA · Age 49

Ms Toby Kizner

director · Since 25/09/2024

ASSET MANAGEMENT CONSULTANT

AMERICAN · UNITED STATES · Age 56

Mrs Vicky Diesel

secretary · Since 03/09/2025

Mr Brian Thomas Haldane Addison

director · Since 10/09/2025

DIRECTOR OF ASSET MANAGEMENT

BRITISH · ENGLAND · Age 58

Charges1 outstanding

Charge
outstanding

BARCLAYS SECURITY TRUSTEE LIMITED

Created 12/10/2020Registered 16/10/2020

CompanyRankvs 54+ SIC 94120 peers
78

Financial strength99th percentile among SIC peers · 25/25
Employees86th percentile among SIC peers · 13/15
LiquidityCurrent ratio 10.17× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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54The Institute Of Asset Management
88
How is this score calculated?
Financial strength25/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees13/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Risk deductions

Outstanding charges: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/12/2024

Net Worth

£2.7M

Balance sheet strength

Cash

£551k

Cash in the bank

Net Current Assets

£2.7M

Working capital

Current Assets

£3.0M

Current Liabilities

£299k

Debtors

£2.5M

4avg. employees

Balance Sheet

Assets less current liabilities£2.7M
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
202410.17+£132k
202312.56+£101k
202211.26+£65k
202113.24+£133k
20209.61+£265k
20197.28—

Derived from filed accounts. Not audited figures.