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The Institute Of Asset Management 4th floor st catherine's court Berkeley place, Bristol, BS8 1BQ

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THE INSTITUTE OF ASSET MANAGEMENT is an active PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption), registered at Companies House under the number 05056259. THE INSTITUTE OF ASSET MANAGEMENT was incorporated on 26 February 2004 with a registered office address based in Bristol. THE INSTITUTE OF ASSET MANAGEMENT has been operating for 21 year(s) and 3 month(s). According to the latest confirmation statement submitted on 1 March 2025, there is currently 17 active director(s) and activities related to the SIC Code 94120 - Activities of professional membership organizations.

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Name Change

The Institute Of Asset Management

Status Change

ACTIVE

Active since incorporation

Confirmation File Now

Submitted

Last submitted on 1 March 2025 (3 months ago)

Next confirmation dated 1 March 2026

Due by 15 March 2026 (10 months remaining)

1 change of name occurred since incorporation

Accounts File Now

Submitted

Last accounts submitted for period 31 December 2023 (17 months ago)

Accounts type was Total Exemption Full

Next accounts dated 31 December 2024

Due by 30 September 2025

Company No.

05056259

PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)

Incorporation

26 February 2004

Incorporated 21 year(s) and 3 month(s) ago

Size

---

Classification Change

94120 - Activities of professional membership organizations

Update Address

Registered Address

4Th Floor St Catherine's Court Berkeley Place
Bristol
BS8 1BQ

Country of Origin

United Kingdom

Update Active Officers (9)

ACTIVE

Miss Ursula Bryan
Appointed on: 01 /10 /2009 - Chief Executive British

ACTIVE

Mr Andrew Robert Wynn Jinks
Appointed on: 01 /02 /2016 - Head Of Asset Strategy & Investment British

ACTIVE

Mr Christian Mark Roberts
Appointed on: 01 /08 /2019 - Vice President British

ACTIVE

Mr Boudewijn Paulus Augustinus Theodorus Neijens
Appointed on: 10 /12 /2020 - Company Director Dutch

ACTIVE

Mr Oliver Foerster
Appointed on: 10 /12 /2020 - Economist German

ACTIVE

Mr David Vincent Bowcott
Appointed on: 10 /12 /2020 - Company Director Canadian

ACTIVE

Mr James Lindsey Conlin
Appointed on: 01 /04 /2022 - Company Director British

ACTIVE

Mrs Jodie Williamson
Appointed on: 25 /05 /2022 -

ACTIVE

Mrs Nicola Elizabeth Walsh
Appointed on: 14 /09 /2022 - Director British

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Financials

Financial chart here

Year Ended

Dec 2023

Total Liabilities

£-229.60k

£+23.74k (+110.34%) vs previous year

Cash in Bank

£320.98k

£+86.01k (+73.20%) vs previous year

Debt Ratio (%)

1155.80%

-129.50 (-88.80%) vs previous year

Total Assets

£2,974.75k

£+53.66k (+101.84%) vs previous year

Net Assets

£2,653.77k

£+53.66k (+102.06%) vs previous year

Employees

4.00

0 (-100.00%) vs previous year

Turnover

-
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