The Institute Of Asset Management
05056259
Healthy
- No accounts filed in last 18 months (-5)
- 1 outstanding charge (-2)
Details
Previously known as
Compliance
Last accounts
31/12/2024
total exemption full
Next accounts due
30/09/2026
Confirmation statement
Last: 01/03/2026
Due 15/03/2027
Industry
Officers
director · Since 01/10/2009
CHIEF EXECUTIVE
BRITISH · ENGLAND · Age 56
Also on 3 other boards
director · Since 01/02/2016
HEAD OF ASSET STRATEGY & INVESTMENT
BRITISH · ENGLAND · Age 59
director · Since 10/12/2020
COMPANY DIRECTOR
DUTCH · CANADA · Age 68
director · Since 25/09/2024
ASSET MANAGEMENT CONSULTANT
AMERICAN · UNITED STATES · Age 57
secretary · Since 03/09/2025
director · Since 10/09/2025
DIRECTOR OF ASSET MANAGEMENT
BRITISH · ENGLAND · Age 58
secretary · Since 03/09/2025
Former
director · Resigned 01/02/2016
director · Resigned 28/06/2016
director · Resigned 01/03/2020
director · Resigned 20/03/2020
director · Resigned 01/08/2020
director · Resigned 10/12/2020
director · Resigned 27/04/2021
secretary · Resigned 27/04/2021
director · Resigned 11/03/2022
director · Resigned 14/09/2022
director · Resigned 30/09/2023
director · Resigned 26/09/2024
secretary · Resigned 03/09/2025
Charges1 outstanding
BARCLAYS SECURITY TRUSTEE LIMITED
Change History
Active
PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)
4TH FLOOR ST CATHERINE'S COURT
BRISTOL
CompanyRankvs 53+ SIC 94120 peers78
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2024 | 10.17 | +£132k |
| 2023 | 12.56 | — |
Derived from filed accounts. Not audited figures.