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

THE INSTITUTE OF ASSET MANAGEMENT

Previous name
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
    icon of address4th 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 (21 years 10 months). The company status is Active.
    The last date of confirmation statement was made at 2025-03-01
    CIF 0
  • THE INSTITUTE OF ASSET MANAGEMENT
    S
    Registered number 5056259
    icon of addressSt 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
    icon of addressSt 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
Active 3
  • 1
    icon of address4th Floor St Catherine's Court, Berkeley Place, Bristol
    Active Corporate (4 parents)
    Person with significant control
    icon of calendar 2016-04-06 ~ now
    CIF 3 - Ownership of shares – 75% or more → OE
  • 2
    icon of address4th Floor St Catherine's Court, Berkeley Place, Bristol
    Active Corporate (4 parents)
    Person with significant control
    icon of calendar 2016-04-06 ~ now
    CIF 2 - Ownership of shares – 75% or more → OE
  • 3
    icon of address4th Floor St Catherine's Court, Berkeley Place, Bristol
    Active Corporate (4 parents)
    Equity (Company account)
    -1,791,483 GBP2024-12-31
    Person with significant control
    icon of calendar 2016-04-06 ~ now
    CIF 1 - Ownership of shares – 75% or more → OE

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Contains public sector information retrieved at 12 November 2025 and licensed under the Open Government Licence v3.0.