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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers 30
  • 1
    Newsome, Christopher David
    Born in December 1957
    Individual (10 offsprings)
    Officer
    2011-06-20 ~ 2020-12-10
    OF - Director → CIF 0
  • 2
    Bodley, Kirsten Hilda Johannessen
    Born in May 1966
    Individual (6 offsprings)
    Officer
    2018-10-08 ~ 2020-03-20
    OF - Director → CIF 0
  • 3
    Williamson, Jodie
    Individual (4 offsprings)
    Officer
    2022-05-25 ~ 2025-09-03
    OF - Secretary → CIF 0
  • 4
    Bryan, Ursula
    Born in July 1970
    Individual (4 offsprings)
    Officer
    2009-10-01 ~ now
    OF - Director → CIF 0
  • 5
    Addison, Brian Thomas Haldane
    Born in January 1968
    Individual (1 offspring)
    Officer
    2025-09-10 ~ now
    OF - Director → CIF 0
  • 6
    Mckeown, David Furneaux
    Born in June 1953
    Individual (9 offsprings)
    Officer
    2004-02-26 ~ 2021-04-27
    OF - Director → CIF 0
    Mckeown, David Furneaux
    Individual (9 offsprings)
    Officer
    2004-02-26 ~ 2021-04-27
    OF - Secretary → CIF 0
  • 7
    Kizner, Toby
    Born in July 1969
    Individual (1 offspring)
    Officer
    2024-09-25 ~ now
    OF - Director → CIF 0
  • 8
    Hallam, Christopher Alwyn
    Born in December 1947
    Individual (179 offsprings)
    Officer
    2004-02-26 ~ 2004-02-26
    OF - Director → CIF 0
    Hallam, Christopher Alwyn
    Individual (179 offsprings)
    Officer
    2004-02-26 ~ 2004-02-26
    OF - Secretary → CIF 0
  • 9
    Davis, Robert Peter
    Born in December 1965
    Individual (19 offsprings)
    Officer
    2006-06-01 ~ 2011-06-20
    OF - Director → CIF 0
  • 10
    Edwards, Richard John
    Born in September 1965
    Individual (10 offsprings)
    Officer
    2007-09-01 ~ 2022-09-14
    OF - Director → CIF 0
  • 11
    Morris, Stephen James
    Born in September 1963
    Individual (23 offsprings)
    Officer
    2007-09-01 ~ 2016-06-28
    OF - Director → CIF 0
  • 12
    Gaudreault, Bernard
    Born in January 1977
    Individual (1 offspring)
    Officer
    2023-09-30 ~ now
    OF - Director → CIF 0
  • 13
    Roberts, Christian Mark
    Born in January 1973
    Individual (1 offspring)
    Officer
    2019-08-01 ~ now
    OF - Director → CIF 0
  • 14
    Jones, Philip Antony, Dr
    Born in October 1968
    Individual (27 offsprings)
    Officer
    2004-02-26 ~ 2008-07-01
    OF - Director → CIF 0
  • 15
    Neijens, Boudewijn Paulus Augustinus Theodorus
    Born in May 1958
    Individual (1 offspring)
    Officer
    2020-12-10 ~ now
    OF - Director → CIF 0
  • 16
    Jinks, Andrew Robert Wynn
    Born in October 1966
    Individual (1 offspring)
    Officer
    2016-02-01 ~ now
    OF - Director → CIF 0
  • 17
    Davies, Rhys Campbell
    Born in April 1968
    Individual (3 offsprings)
    Officer
    2014-01-10 ~ 2016-02-01
    OF - Director → CIF 0
  • 18
    Bowcott, David Vincent
    Born in December 1969
    Individual (1 offspring)
    Officer
    2020-12-10 ~ 2023-09-30
    OF - Director → CIF 0
  • 19
    Watts, Andrew William
    Born in February 1963
    Individual (6 offsprings)
    Officer
    2020-03-10 ~ 2022-03-11
    OF - Director → CIF 0
  • 20
    Walsh, Nicola Elizabeth
    Born in September 1970
    Individual (1 offspring)
    Officer
    2022-09-14 ~ now
    OF - Director → CIF 0
  • 21
    Newby, Andrew James
    Born in August 1955
    Individual (2 offsprings)
    Officer
    2009-10-01 ~ 2020-03-01
    OF - Director → CIF 0
  • 22
    Conlin, James Lindsey
    Born in September 1966
    Individual (1 offspring)
    Officer
    2022-04-01 ~ 2024-09-26
    OF - Director → CIF 0
  • 23
    Parks, Fiona Elizabeth
    Born in June 1977
    Individual (7 offsprings)
    Officer
    2004-02-26 ~ 2004-02-26
    OF - Director → CIF 0
  • 24
    Foerster, Oliver
    Born in June 1972
    Individual (1 offspring)
    Officer
    2020-12-10 ~ now
    OF - Director → CIF 0
  • 25
    Nicholson, Jonathan Mark
    Born in July 1973
    Individual (1 offspring)
    Officer
    2008-01-01 ~ 2009-08-28
    OF - Director → CIF 0
  • 26
    Woodhouse, John William
    Born in May 1958
    Individual (7 offsprings)
    Officer
    2004-02-26 ~ 2006-03-31
    OF - Director → CIF 0
  • 27
    Wallsgrove, Ruth Elizabeth
    Born in March 1955
    Individual (8 offsprings)
    Officer
    2004-02-26 ~ 2006-02-02
    OF - Director → CIF 0
  • 28
    Marshall, Stephen Francis
    Born in September 1951
    Individual (169 offsprings)
    Officer
    2004-02-26 ~ 2004-02-26
    OF - Director → CIF 0
  • 29
    Diesel, Vicky
    Individual (4 offsprings)
    Officer
    2025-09-03 ~ now
    OF - Secretary → CIF 0
  • 30
    Bossert, Patrick Harrison
    Born in March 1968
    Individual (4 offsprings)
    Officer
    2017-02-01 ~ 2020-08-01
    OF - Director → CIF 0
parent relation
Company in focus

THE INSTITUTE OF ASSET MANAGEMENT

Period: 2004-03-31 ~ now
Company number: 05056259
Registered names
THE INSTITUTE OF ASSET MANAGEMENT - now
NEW IAM LIMITED - 2004-03-31
Standard Industrial Classification
94120 - Activities Of Professional Membership Organisations
Brief company account
Fixed Assets - Investments
3 GBP2024-12-31
3 GBP2023-12-31
Debtors
2,485,207 GBP2024-12-31
2,562,397 GBP2023-12-31
Cash at bank and in hand
551,182 GBP2024-12-31
320,976 GBP2023-12-31
Current Assets
3,036,389 GBP2024-12-31
2,883,373 GBP2023-12-31
Creditors
Current, Amounts falling due within one year
-298,514 GBP2024-12-31
Net Current Assets/Liabilities
2,737,875 GBP2024-12-31
2,653,769 GBP2023-12-31
Total Assets Less Current Liabilities
2,737,878 GBP2024-12-31
2,653,772 GBP2023-12-31
Creditors
Non-current, Amounts falling due after one year
-94,832 GBP2023-12-31
Net Assets/Liabilities
2,690,466 GBP2024-12-31
2,558,940 GBP2023-12-31
Equity
Retained earnings (accumulated losses)
2,690,466 GBP2024-12-31
2,558,940 GBP2023-12-31
Equity
2,690,466 GBP2024-12-31
2,558,940 GBP2023-12-31
Average Number of Employees
42024-01-01 ~ 2024-12-31
42023-01-01 ~ 2023-12-31
Trade Debtors/Trade Receivables
Current
558 GBP2024-12-31
1,551 GBP2023-12-31
Amounts Owed By Related Parties
2,484,649 GBP2024-12-31
2,560,846 GBP2023-12-31
Bank Borrowings/Overdrafts
Current
47,400 GBP2024-12-31
47,400 GBP2023-12-31
Amounts owed to group undertakings
Current
60,001 GBP2024-12-31
2 GBP2023-12-31
Other Creditors
Current
191,113 GBP2024-12-31
182,202 GBP2023-12-31
Creditors
Current
298,514 GBP2024-12-31
229,604 GBP2023-12-31
Bank Borrowings/Overdrafts
Non-current
47,412 GBP2024-12-31
94,832 GBP2023-12-31

Related profiles found in government register
  • THE INSTITUTE OF ASSET MANAGEMENT
    Info
    NEW IAM LIMITED - 2004-03-31
    Registered number 05056259
    4th Floor St Catherine's Court, Berkeley Place, Bristol BS8 1BQ
    PRIVATE LIMITED COMPANY BY GUARANTEE WITHOUT SHARE CAPITAL USE OF 'LIMITED' EXEMPTION incorporated on 2004-02-26 (22 years 2 months). The status of the company number is Active.
    The last date of confirmation statement was made at 2026-03-01
    CIF 0
  • THE INSTITUTE OF ASSET MANAGEMENT
    S
    Registered number 5056259
    St Brandon's House, 29 Great George Street, Bristol, England, BS1 5QT
    Company Limited By Guarantee in Companies House, England
    CIF 1 CIF 2
  • THE INSTITUTE OF ASSET MANAGEMENT LTD
    S
    Registered number 5056259
    St Brandon's House, 29 Great George Street, Bristol, England, BS1 5QT
    Company Limited By Guarantee in Companies House, England
    CIF 3
child relation
Offspring entities and appointments 3
  • 1
    IAM CHAPTERS LIMITED
    08745278
    4th Floor St Catherine's Court, Berkeley Place, Bristol
    Active Corporate (14 parents)
    Person with significant control
    2016-04-06 ~ now
    CIF 3 - Ownership of shares – 75% or more OE
  • 2
    IAM LEARNING LIMITED
    08109584
    4th Floor St Catherine's Court, Berkeley Place, Bristol
    Active Corporate (12 parents)
    Person with significant control
    2016-04-06 ~ now
    CIF 2 - Ownership of shares – 75% or more OE
  • 3
    IAM TRADING LIMITED
    04990747
    4th Floor St Catherine's Court, Berkeley Place, Bristol
    Active Corporate (19 parents)
    Person with significant control
    2016-04-06 ~ now
    CIF 1 - Ownership of shares – 75% or more OE

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Contains public sector information retrieved at 22 April 2026 and licensed under the Open Government Licence v3.0.