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Bellevue Asset Management (Uk) Ltd

09170990

active
Private Limited Company
Companies House
Health Score
85 / 100

Healthy

25/30
Filing
20/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Going concern doubt noted in accounts (-10)

Details

66 LINCOLN'S INN FIELDS, LONDON, WC2A 3LH
Incorporated 12/08/2014

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Markus Peter

director · Since 02/10/2024

INVESTMENT MANAGER

SWISS · SWITZERLAND · Age 61

Mr Giles John Woodward

director · Since 20/04/2026

BRITISH · UNITED KINGDOM · Age 58

Also on 1 other board

Persons with Significant Control

Bellevue Group Ag

Significant control

16, Seestrasse, Kuesnacht 8700

Reg: Che-103.354.475 · Zurich · Public Limited Company

Notified 06/04/2016

CompanyRankvs 731+ SIC 64999 peers
76

Financial strength98th percentile among SIC peers · 25/25
Employees94th percentile among SIC peers · 14/15
LiquidityCurrent ratio 3.42× · 20/20
Longevity12 years trading (max 15) · 12/15
Filing complianceAll filings up to date · 15/15
Going concern doubt -10
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731Bellevue Asset Management (Uk) Ltd
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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.

Employees14/15 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.

Longevity12/15 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

Going concern doubt: -10 pts

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

Going Concern Doubt

financial statements in the UK, which includes the FRC's Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. Conclusions relating to going concern Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on t

Key FinancialsYear ending 31/12/2024

Turnover

£6.8M

Annual revenue

Net Worth

£4.0M

Balance sheet strength

Cash

£5.4M

Cash in the bank

Profit Before Tax

£2.9M

Bottom line earnings

Net Current Assets

£4.4M

Working capital

Current Assets

£6.2M

Current Liabilities

£1.8M

Debtors

£843k

Cost of Sales

£231k

Gross Profit

£6.5M

Admin Expenses

£3.8M

Operating Profit

£2.7M

Profit After Tax

£2.2M

8avg. employees-1

Tax at Year End

Corp tax£184k
Dividends paid£10.3M

People Costs

Wages & salaries£2.4M
NI contributions£316k

Balance Sheet

Assets less current liabilities£4.5M
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
20243.42-£8.1M
20235.76+£3.1M
20223.71+£4.3M
20212.51—

Derived from filed accounts. Not audited figures.