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The Institute Of Asset Management

The Institute Of Asset Management is an active company incorporated on 26 February 2004 with the registered office located in Bristol, Bristol. The Institute Of Asset Management was registered 21 years ago.
Status
Active
Active since incorporation
Company No
05056259
Private Limited Company by guarantee without share capital, use of 'Limited' exemption
Age
21 years
Incorporated 26 February 2004
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 1 March 2025 (6 months ago)
Next confirmation dated 1 March 2026
Due by 15 March 2026 (6 months remaining)
Last change occurred 8 years ago
Accounts
Due Soon
For period 1 Jan31 Dec 2023 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2024
Due by 30 September 2025 (22 days remaining)
Contact
Address
4th Floor St Catherine's Court
Berkeley Place
Bristol
BS8 1BQ
Same address for the past 8 years
Telephone
08454560565
Email
Available in Endole App
Website
People
Officers
11
Shareholders
-
Controllers (PSC)
1
Director • British • Lives in England • Born in Sep 1970
Director • Chief Executive • British • Lives in England • Born in Jul 1970
Director • Dutch • Lives in Canada • Born in May 1958
Director • Asset Management Consultant • American • Lives in United States • Born in Jul 1969
Director • Vice President • British • Lives in United States • Born in Jan 1973
Shareholders, PSCs & Group Structure
See who truly controls a company with full PSC, Shareholder, and Group Structure exploration
Mutual Companies
Iam Trading Limited
Mrs Ursula Bryan is a mutual person.
Active
Iam Learning Limited
Mrs Ursula Bryan is a mutual person.
Active
Iam Chapters Limited
Mrs Ursula Bryan is a mutual person.
Active
Brands
The Institute of Asset Management
The Institute of Asset Management (IAM) is an international professional body focused on the discipline of asset management.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2023)
Period Ended
31 Dec 2023
For period 31 Dec31 Dec 2023
Traded for 12 months
Cash in Bank
£320.98K
Increased by £86.01K (+37%)
Turnover
Unreported
Same as previous period
Employees
4
Same as previous period
Total Assets
£2.88M
Increased by £29.91K (+1%)
Total Liabilities
-£324.44K
Decreased by £71.11K (-18%)
Net Assets
£2.56M
Increased by £101.03K (+4%)
Debt Ratio (%)
11%
Decreased by 2.61% (-19%)
Latest Activity
Mrs Vicky Nia Diesel Details Changed
4 Days Ago on 3 Sep 2025
Jodie Williamson Resigned
4 Days Ago on 3 Sep 2025
Mrs Vicky Nia Diesel Appointed
4 Days Ago on 3 Sep 2025
Confirmation Submitted
5 Months Ago on 14 Mar 2025
James Lindsey Conlin Resigned
11 Months Ago on 26 Sep 2024
Ms Toby Kizner Appointed
11 Months Ago on 25 Sep 2024
Full Accounts Submitted
11 Months Ago on 23 Sep 2024
Confirmation Submitted
1 Year 6 Months Ago on 1 Mar 2024
Mr Bernard Gaudreault Appointed
1 Year 11 Months Ago on 30 Sep 2023
David Vincent Bowcott Resigned
1 Year 11 Months Ago on 30 Sep 2023
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Documents
Secretary's details changed for Mrs Vicky Nia Diesel on 3 September 2025
Submitted on 3 Sep 2025
Appointment of Mrs Vicky Nia Diesel as a secretary on 3 September 2025
Submitted on 3 Sep 2025
Termination of appointment of Jodie Williamson as a secretary on 3 September 2025
Submitted on 3 Sep 2025
Confirmation statement made on 1 March 2025 with no updates
Submitted on 14 Mar 2025
Appointment of Ms Toby Kizner as a director on 25 September 2024
Submitted on 23 Oct 2024
Termination of appointment of James Lindsey Conlin as a director on 26 September 2024
Submitted on 18 Oct 2024
Total exemption full accounts made up to 31 December 2023
Submitted on 23 Sep 2024
Confirmation statement made on 1 March 2024 with no updates
Submitted on 1 Mar 2024
Termination of appointment of David Vincent Bowcott as a director on 30 September 2023
Submitted on 1 Feb 2024
Appointment of Mr Bernard Gaudreault as a director on 30 September 2023
Submitted on 1 Feb 2024
Repayment History
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