Register entry · No. 05056259
THE INSTITUTE OF ASSET MANAGEMENT
Checks
1 to look at 9 clear · 4 can't tell yet
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Charges
1 outstanding: a lender holds security over its assets and is paid first if it fails.
Companies House register
The other 13 checks
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Can't tell
Insolvency
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Filing history -
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Strike-off notices
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Filing history (The Gazette notices) · What this means -
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Year-end changes
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Filing history (form AA01) -
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Office moves
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Filing history (form AD01) -
Clear
Company status
Active.
Companies House register -
Clear
Accounts on time
Next due 30 Sep 2027.
Companies House register -
Clear
Confirmation statement on time
Next due 15 Mar 2027.
Companies House register -
Clear
Disqualified directors
None of the 11 current officers checked are disqualified.
Companies House disqualified directors register · See it -
Clear
Directors
10 current directors.
Officers on the register · See it -
Clear
Owners
No individual or entity with signficant control
People with significant control · See it -
Clear
Last filed accounts
Net assets £2,816,844.
Accounts to 31 Dec 2025 · See it -
Clear
Trading history
Incorporated 26 Feb 2004 (22 years ago).
Companies House register -
Clear
Name changes
Never renamed.
Names over time
From the public register, filing history, officers, owners and filed accounts, as of 4 Nov 2026. Not a credit score or advice: open the filings before relying on them. JSON
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Registered office
4TH FLOOR ST CATHERINE'S COURT, BERKELEY PLACE, BRISTOL, BS8 1BQ
As filed with Companies House. -
Nature of business
- 94120 Activities of professional membership organizations
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Accounts
- Next due
- 30 Sep 2027
- Last made up to
- 31 Dec 2025
- Type
- TOTAL EXEMPTION FULL
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Confirmation statement
- Next due
- 15 Mar 2027
- Last made up to
- 1 Mar 2026
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Charges
- Outstanding
- 1
- All time
- 1
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Names
- THE INSTITUTE OF ASSET MANAGEMENT current
Figures
| Year end | Turnover | Profit | Cash | Net assets | Staff |
|---|---|---|---|---|---|
| 31 Dec 2025 | not published | not published | £616,707 | £2,816,844 | 4 |
| 31 Dec 2024 | not published | not published | £551,182 | £2,690,466 | 4 |
| 31 Dec 2023 | not published | not published | £320,976 | £2,558,940 | 4 |
| 31 Dec 2022 | not published | not published | £234,965 | £2,457,915 | 4 |
| 31 Dec 2021 | not published | not published | £120,336 | £2,392,616 | 4 |
| 31 Dec 2020 | not published | not published | £280,386 | £2,260,031 | 6 |
* From the following year's accounts (prior-year figures).
People
Officers All 33, with past →
| Name | Role | Appointed | Resigned | Born | Nationality · lives in |
|---|---|---|---|---|---|
| Ursula Bryan Chief Executive | Director | 1 Oct 2009 | — | July 1970 | British · England |
| Andrew Robert Wynn Jinks Head Of Asset Strategy & Investment | Director | 1 Feb 2016 | — | October 1966 | British · England |
| Christian Mark Roberts Vice President | Director | 1 Aug 2019 | — | January 1973 | British · United States |
| Boudewijn Paulus Augustinus Theodorus Neijens Company Director | Director | 10 Dec 2020 | — | May 1958 | Dutch · Canada |
| Oliver Foerster Economist | Director | 10 Dec 2020 | — | June 1972 | German · Germany |
| Nicola Elizabeth Walsh Director | Director | 14 Sep 2022 | — | September 1970 | British · England |
| Bernard Gaudreault Asset Manager | Director | 30 Sep 2023 | — | January 1977 | Canadian · Canada |
| Toby Kizner Asset Management Consultant | Director | 25 Sep 2024 | — | July 1969 | American · United States |
Owners and controllers All 1, with past →
No individual or entity with signficant control
From the public register. We show month and year of birth only, and no addresses. Privacy and your data
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Questions
Is THE INSTITUTE OF ASSET MANAGEMENT still trading?
The register shows THE INSTITUTE OF ASSET MANAGEMENT as active.
What does THE INSTITUTE OF ASSET MANAGEMENT do?
It files the industry code 94120 (Activities of professional membership organizations).
When was THE INSTITUTE OF ASSET MANAGEMENT set up?
It was incorporated on 26 February 2004.
When are THE INSTITUTE OF ASSET MANAGEMENT's accounts due?
Next accounts are due by 30 September 2027. The last accounts were made up to 31 December 2025.
When is THE INSTITUTE OF ASSET MANAGEMENT's next confirmation statement due?
By 15 March 2027.
Who runs THE INSTITUTE OF ASSET MANAGEMENT?
THE INSTITUTE OF ASSET MANAGEMENT has 10 current directors and 1 other current officer. They're listed under People on this page.
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The file
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Source: Companies House, data file of 2026-11-01 and its live updates. View on Companies House