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Home > England & Wales Companies > THE INSTITUTE OF ASSET MANAGEMENT
Company Information for

THE INSTITUTE OF ASSET MANAGEMENT

4TH FLOOR ST CATHERINE'S COURT, BERKELEY PLACE, BRISTOL, BS8 1BQ,
Company Registration Number
05056259
PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)
Active

Company Overview

About The Institute Of Asset Management
THE INSTITUTE OF ASSET MANAGEMENT was founded on 2004-02-26 and has its registered office in Bristol. The organisation's status is listed as "Active". The Institute Of Asset Management is a PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption) registered in with Companies House and the accounts submission requirement is categorised as TOTAL EXEMPTION FULL
  • Company qualifies as a small company
  • Company has filed full accounts
  • Company is exempt from audit
  • Annual turnover is less than £6.5 million
  • The balance sheet total is less than £ 3.26 million
  • Employs less than 50 employees
Key Data
Company Name
THE INSTITUTE OF ASSET MANAGEMENT
 
Legal Registered Office
4TH FLOOR ST CATHERINE'S COURT
BERKELEY PLACE
BRISTOL
BS8 1BQ
Other companies in BS32
 
Filing Information
Company Number 05056259
Company ID Number 05056259
Date formed 2004-02-26
Country 
Origin Country United Kingdom
Type PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)
CompanyStatus Active
Lastest accounts 31/12/2022
Account next due 30/09/2024
Latest return 01/03/2016
Return next due 29/03/2017
Type of accounts TOTAL EXEMPTION FULL
Last Datalog update: 2024-04-06 23:03:23
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for THE INSTITUTE OF ASSET MANAGEMENT
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Company Officers of THE INSTITUTE OF ASSET MANAGEMENT

Current Directors
Officer Role Date Appointed
DAVID FURNEAUX MCKEOWN
Company Secretary 2004-02-26
PATRICK HARRISON BOSSERT
Director 2017-02-01
URSULA BRYAN
Director 2009-10-01
RICHARD JOHN EDWARDS
Director 2007-09-01
ANDREW ROBERT WYNN JINKS
Director 2016-02-01
DAVID FURNEAUX MCKEOWN
Director 2004-02-26
ANDREW JAMES NEWBY
Director 2009-10-01
CHRISTOPHER DAVID NEWSOME
Director 2011-06-20
Previous Officers
Officer Role Date Appointed Date Resigned
STEPHEN JAMES MORRIS
Director 2007-09-01 2016-06-28
RHYS CAMPBELL DAVIES
Director 2014-01-10 2016-02-01
ROBERT PETER DAVIS
Director 2006-06-01 2011-06-20
JONATHAN MARK NICHOLSON
Director 2008-01-01 2009-08-28
PHILIP ANTONY JONES
Director 2004-02-26 2008-07-01
JOHN WILLIAM WOODHOUSE
Director 2004-02-26 2006-03-31
RUTH ELIZABETH WALLSGROVE
Director 2004-02-26 2006-02-02
CHRISTOPHER ALWYN HALLAM
Company Secretary 2004-02-26 2004-02-26
CHRISTOPHER ALWYN HALLAM
Director 2004-02-26 2004-02-26
STEPHEN FRANCIS MARSHALL
Director 2004-02-26 2004-02-26
FIONA ELIZABETH PARKS
Director 2004-02-26 2004-02-26

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
DAVID FURNEAUX MCKEOWN IAM TRADING LIMITED Company Secretary 2003-12-10 CURRENT 2003-12-10 Active
DAVID FURNEAUX MCKEOWN BRANDON COTTAGE MANAGEMENT COMPANY LIMITED Company Secretary 2001-02-19 CURRENT 1988-04-18 Active
RICHARD JOHN EDWARDS AMCL EUROPE LIMITED Director 2013-02-13 CURRENT 2013-02-13 Active - Proposal to Strike off
RICHARD JOHN EDWARDS ASSET MANAGEMENT ACADEMY LIMITED Director 2006-01-25 CURRENT 2006-01-25 Active - Proposal to Strike off
RICHARD JOHN EDWARDS AMCL SYSTEMS ENGINEERING LIMITED Director 2005-04-15 CURRENT 2002-05-16 Active
RICHARD JOHN EDWARDS ASSET MANAGEMENT CONSULTING LIMITED Director 1997-04-28 CURRENT 1997-02-14 Active
DAVID FURNEAUX MCKEOWN IAM UK CHAPTER LTD Director 2015-05-22 CURRENT 2015-05-22 Active
DAVID FURNEAUX MCKEOWN IAM CHAPTERS LIMITED Director 2013-10-23 CURRENT 2013-10-23 Active
DAVID FURNEAUX MCKEOWN IAM LEARNING LIMITED Director 2012-06-18 CURRENT 2012-06-18 Active
DAVID FURNEAUX MCKEOWN IAM TRADING LIMITED Director 2003-12-10 CURRENT 2003-12-10 Active
DAVID FURNEAUX MCKEOWN BRANDON COTTAGE MANAGEMENT COMPANY LIMITED Director 1999-10-26 CURRENT 1988-04-18 Active
DAVID FURNEAUX MCKEOWN DAVIDMCK LTD Director 1998-01-02 CURRENT 1998-01-02 Active
CHRISTOPHER DAVID NEWSOME ANGLIAN WATER SERVICES HOLDINGS LIMITED Director 2004-09-24 CURRENT 2001-11-28 Active
CHRISTOPHER DAVID NEWSOME ANGLIAN WATER SERVICES FINANCING PLC Director 2004-09-24 CURRENT 2001-11-28 Active
CHRISTOPHER DAVID NEWSOME ANGLIAN WATER SERVICES LIMITED Director 2004-09-24 CURRENT 1989-04-01 Active
CHRISTOPHER DAVID NEWSOME UK WATER INDUSTRY RESEARCH LIMITED Director 2000-04-01 CURRENT 1993-10-12 Active

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2024-03-01CONFIRMATION STATEMENT MADE ON 01/03/24, WITH NO UPDATES
2024-02-01APPOINTMENT TERMINATED, DIRECTOR DAVID VINCENT BOWCOTT
2024-02-01DIRECTOR APPOINTED MR BERNARD GAUDREAULT
2023-09-2531/12/22 ACCOUNTS TOTAL EXEMPTION FULL
2023-03-01CONFIRMATION STATEMENT MADE ON 01/03/23, WITH NO UPDATES
2022-10-18RES01ADOPT ARTICLES 18/10/22
2022-10-18MEM/ARTSARTICLES OF ASSOCIATION
2022-09-2631/12/21 ACCOUNTS TOTAL EXEMPTION FULL
2022-09-26AA31/12/21 ACCOUNTS TOTAL EXEMPTION FULL
2022-09-20CH01Director's details changed for Mr James Lindsey Conlin on 2022-09-20
2022-09-20AP01DIRECTOR APPOINTED MRS NICOLA ELIZABETH WALSH
2022-09-20CH03SECRETARY'S DETAILS CHNAGED FOR MRS JODIE WILLIAMSON on 2022-09-20
2022-09-20TM01APPOINTMENT TERMINATED, DIRECTOR RICHARD JOHN EDWARDS
2022-05-25AP03Appointment of Mrs Jodie Williamson as company secretary on 2022-05-25
2022-04-08AP01DIRECTOR APPOINTED MR JAMES LINDSEY CONLIN
2022-03-24CS01CONFIRMATION STATEMENT MADE ON 01/03/22, WITH NO UPDATES
2022-03-15TM01APPOINTMENT TERMINATED, DIRECTOR ANDREW WILLIAM WATTS
2021-12-06AA31/12/20 ACCOUNTS TOTAL EXEMPTION FULL
2021-04-27TM01APPOINTMENT TERMINATED, DIRECTOR DAVID FURNEAUX MCKEOWN
2021-04-27TM02Termination of appointment of David Furneaux Mckeown on 2021-04-27
2021-03-25CS01CONFIRMATION STATEMENT MADE ON 01/03/21, WITH NO UPDATES
2021-01-16AP01DIRECTOR APPOINTED MR DAVID VINCENT BOWCOTT
2021-01-14AP01DIRECTOR APPOINTED MR BOUDEWIJN PAULUS AUGUSTINUS THEODORUS NEIJENS
2021-01-14TM01APPOINTMENT TERMINATED, DIRECTOR CHRISTOPHER DAVID NEWSOME
2020-12-22AASMALL COMPANY ACCOUNTS MADE UP TO 31/12/19
2020-10-16MR01REGISTRATION OF A CHARGE / CHARGE CODE 050562590001
2020-08-03TM01APPOINTMENT TERMINATED, DIRECTOR PATRICK HARRISON BOSSERT
2020-03-24CS01CONFIRMATION STATEMENT MADE ON 01/03/20, WITH NO UPDATES
2020-03-20TM01APPOINTMENT TERMINATED, DIRECTOR KIRSTEN HILDA JOHANNESSEN BODLEY
2020-03-11AP01DIRECTOR APPOINTED MR ANDREW WILLIAM WATTS
2020-03-09TM01APPOINTMENT TERMINATED, DIRECTOR ANDREW JAMES NEWBY
2019-09-26AASMALL COMPANY ACCOUNTS MADE UP TO 31/12/18
2019-08-14CH01Director's details changed for Mr Christian Roberts on 2019-08-01
2019-08-14AP01DIRECTOR APPOINTED MR CHRISTIAN ROBERTS
2019-03-13CS01CONFIRMATION STATEMENT MADE ON 13/03/19, WITH NO UPDATES
2019-03-09CS01CONFIRMATION STATEMENT MADE ON 01/03/19, WITH NO UPDATES
2018-10-11AP01DIRECTOR APPOINTED MS KIRSTEN HILDA JOHANNESSEN BODLEY
2018-08-31AASMALL COMPANY ACCOUNTS MADE UP TO 31/12/17
2018-03-14CS01CONFIRMATION STATEMENT MADE ON 01/03/18, WITH NO UPDATES
2017-09-28AASMALL COMPANY ACCOUNTS MADE UP TO 31/12/16
2017-05-29AD01REGISTERED OFFICE CHANGED ON 29/05/17 FROM Woodlands Grange, Woodlands Lane Bradley Stoke Bristol BS32 4JY
2017-04-12CS01CONFIRMATION STATEMENT MADE ON 01/03/17, WITH UPDATES
2017-04-12AP01DIRECTOR APPOINTED MR PATRICK HARRISON BOSSERT
2016-10-06AASMALL COMPANY ACCOUNTS MADE UP TO 31/12/15
2016-09-18TM01APPOINTMENT TERMINATED, DIRECTOR STEPHEN JAMES MORRIS
2016-03-15AP01DIRECTOR APPOINTED MR ANDREW ROBERT WYNN JINKS
2016-03-15AP01DIRECTOR APPOINTED MR ANDREW ROBERT WYNN JINKS
2016-03-14CH01Director's details changed for Mr Richard John Edwards on 2016-02-17
2016-03-14TM01APPOINTMENT TERMINATED, DIRECTOR RHYS CAMPBELL DAVIES
2016-03-09AR0101/03/16 ANNUAL RETURN FULL LIST
2015-06-25AASMALL COMPANY ACCOUNTS MADE UP TO 31/12/14
2015-03-20ANNOTATIONReplacement
2015-03-20AP01DIRECTOR APPOINTED MR ANDREW JAMES NEWBY
2015-03-20ANNOTATIONReplaced
2015-03-16AR0101/03/15 ANNUAL RETURN FULL LIST
2014-10-06AASMALL COMPANY ACCOUNTS MADE UP TO 31/12/13
2014-02-26AR0126/02/14 ANNUAL RETURN FULL LIST
2014-02-26AP01DIRECTOR APPOINTED MR RHYS CAMPBELL DAVIES
2013-10-24AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 31/12/12
2013-10-18AA01PREVSHO FROM 31/03/2013 TO 31/12/2012
2013-02-26AR0126/02/13 NO MEMBER LIST
2012-07-05AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 31/03/12
2012-03-18AR0126/02/12 NO MEMBER LIST
2012-01-03AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 31/03/11
2011-12-12AP01DIRECTOR APPOINTED MR CHRISTOPHER DAVID NEWSOME
2011-12-11TM01APPOINTMENT TERMINATED, DIRECTOR ROBERT DAVIS
2011-03-26AR0126/02/11 NO MEMBER LIST
2010-08-11AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 31/03/10
2010-03-17CH01DIRECTOR'S CHANGE OF PARTICULARS / DAVID FURNEAUX MCKEOWN / 25/02/2010
2010-03-16AR0126/02/10 NO MEMBER LIST
2010-03-16AD03REGISTER(S) MOVED TO SAIL ADDRESS 114-REG MEM 162-REG DIR 275-REG SEC 358-REC OF RES ETC
2010-03-16AD02SAIL ADDRESS CREATED
2010-03-15CH01DIRECTOR'S CHANGE OF PARTICULARS / MR STEPHEN JAMES MORRIS / 25/02/2010
2010-03-15CH01DIRECTOR'S CHANGE OF PARTICULARS / MR RICHARD JOHN EDWARDS / 25/02/2010
2010-03-15CH01DIRECTOR'S CHANGE OF PARTICULARS / MR ROBERT PETER DAVIS / 25/02/2010
2010-03-15CH03SECRETARY'S CHANGE OF PARTICULARS / DAVID FURNEAUX MCKEOWN / 25/02/2010
2010-03-12AP01DIRECTOR APPOINTED MR ANDREW JAMES NEWBY
2010-03-12AP01DIRECTOR APPOINTED MR ANDREW JAMES NEWBY
2010-03-11AP01DIRECTOR APPOINTED MISS URSULA BRYAN
2009-10-05AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 31/03/09
2009-09-16288bAPPOINTMENT TERMINATED DIRECTOR JONATHAN NICHOLSON
2009-02-26363aANNUAL RETURN MADE UP TO 26/02/09
2008-10-28AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 31/03/08
2008-08-11288bAPPOINTMENT TERMINATED DIRECTOR PHILIP JONES
2008-04-10363aANNUAL RETURN MADE UP TO 26/02/08
2008-04-10288aDIRECTOR APPOINTED MR STEPHEN JAMES MORRIS
2008-04-10288aDIRECTOR APPOINTED MR RICHARD JOHN EDWARDS
2008-02-27288aDIRECTOR APPOINTED JONATHAN MARK NICHOLSON
2008-02-18287REGISTERED OFFICE CHANGED ON 18/02/08 FROM: SAVOY PLACE LONDON WC2R 0BL
2007-07-18AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 31/03/07
2007-03-19363aANNUAL RETURN MADE UP TO 26/02/07
2006-08-08288aNEW DIRECTOR APPOINTED
2006-07-18AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 31/03/06
2006-07-03288bDIRECTOR RESIGNED
2006-04-25363(353)LOCATION OF REGISTER OF MEMBERS ADDRESS CHANGED
2006-04-25363sANNUAL RETURN MADE UP TO 26/02/06
2005-07-27AAFULL ACCOUNTS MADE UP TO 31/03/05
2005-04-12363(353)LOCATION OF REGISTER OF MEMBERS ADDRESS CHANGED
2005-04-12363sANNUAL RETURN MADE UP TO 26/02/05
2004-03-31287REGISTERED OFFICE CHANGED ON 31/03/04 FROM: 7-10 SAVOY HILL LONDON GREATER LONDON WC2R 0BU
2004-03-31CERTNMCOMPANY NAME CHANGED NEW IAM LIMITED CERTIFICATE ISSUED ON 31/03/04
2004-03-31225ACC. REF. DATE EXTENDED FROM 28/02/05 TO 31/03/05
2004-03-15288aNEW DIRECTOR APPOINTED
2004-03-06288aNEW DIRECTOR APPOINTED
2004-03-06288bDIRECTOR RESIGNED
2004-03-06288aNEW DIRECTOR APPOINTED
2004-03-06288bDIRECTOR RESIGNED
2004-03-06288aNEW SECRETARY APPOINTED;NEW DIRECTOR APPOINTED
2004-03-06288bSECRETARY RESIGNED;DIRECTOR RESIGNED
2004-02-26NEWINCINCORPORATION DOCUMENTS CERTIFICATE OF INCORPORATION STATEMENT OF DIRECTORS & REGISTERED OFFICE DECLARATION OF COMPLIANCE MEMORANDUM OF ASSOCIATION ARTICLES OF ASSOCIATION
Industry Information
SIC/NAIC Codes
94 - Activities of membership organisations
941 - Activities of business, employers and professional membership organisations
94120 - Activities of professional membership organizations




Licences & Regulatory approval
We could not find any licences issued to THE INSTITUTE OF ASSET MANAGEMENT or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against THE INSTITUTE OF ASSET MANAGEMENT
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 1
Mortgages/Charges outstanding 1
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 0
Details of Mortgagee Charges
We do not yet have the details of THE INSTITUTE OF ASSET MANAGEMENT's previous or outstanding mortgage charges.
Filed Financial Reports
Annual Accounts
2019-12-31
Annual Accounts
2020-12-31
Annual Accounts
2021-12-31

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on THE INSTITUTE OF ASSET MANAGEMENT

Intangible Assets
Patents
We have not found any records of THE INSTITUTE OF ASSET MANAGEMENT registering or being granted any patents
Domain Names
We do not have the domain name information for THE INSTITUTE OF ASSET MANAGEMENT
Trademarks

Trademark applications by THE INSTITUTE OF ASSET MANAGEMENT

THE INSTITUTE OF ASSET MANAGEMENT is the Original Applicant for the trademark IAM ™ (86640751) through the USPTO on the 2015-05-26
The color(s) black and magenta is/are claimed as a feature of the mark.
THE INSTITUTE OF ASSET MANAGEMENT is the Original Applicant for the trademark THEIAM ™ (UK00003101212) through the UKIPO on the 2015-03-26
Trademark classes: Printed matter; publications; books; brochures; leaflets; manuals; training manuals; magazines; newsletters; calendars and diaries; stationery. Business information and consultancy services; management consultancy; provision of advice to businesses;business appraisals; business research; compilation and provision of business or trade information; buying goods on behalf of businesses; business advice, business information and consultancy provided for business and professionals;providing business advice relating to education and training schemes. Asset management; asset management services; providing advice relating to financial matters; consultancy and advisory services in the field of asset management. Training and education; services provided by an educational institute; organisation of symposiums; organisation of lectures; organisation of workshops; organisation of events; organisation of educational networking events; face to face training and education; online training courses; professional development (education and training); organisation of examinations; examinations; delivery of examinations; collaborations with universities and research organisations.
THE INSTITUTE OF ASSET MANAGEMENT is the Original Applicant for the trademark Image for mark UK00003101215 ™ (UK00003101215) through the UKIPO on the 2015-03-26
Trademark classes: Printed matter; publications; books; brochures; leaflets; manuals; training manuals; magazines; newsletters; calendars and diaries; stationery. Business information and consultancy services; management consultancy; provision of advice to businesses; business appraisals; business research; compilation and provision of business or trade information; buying goods on behalf of businesses; business advice, business information and consultancy provided for business and professionals;providing business advice relating to education and training schemes. Asset management; asset management services; providing advice relating to financial matters; consultancy and advisory services in the field of asset management. Training and education; services provided by an educational institute; organisation of symposiums; organisation of lectures; organisation of workshops; organisation of events; organisation of educational networking events; face to face training and education; online training courses; professional development (education and training); organisation of examinations; examinations; delivery of examinations; collaborations with universities and research organisations.
THE INSTITUTE OF ASSET MANAGEMENT is the Original Applicant for the trademark THE INSTITUTE OF ASSET MANAGEMENT ™ (UK00003101218) through the UKIPO on the 2015-03-26
Trademark classes: Printed matter; publications; books; brochures; leaflets; manuals; training manuals; magazines; newsletters; calendars and diaries; stationery. Business information and consultancy services; management consultancy; provision of advice to businesses;business appraisals; business research; compilation and provision of business or trade information; buying goods on behalf of businesses; business advice, business information and consultancy provided for business and professionals;providing business advice relating to education and training schemes. Asset management; asset management services; providing advice relating to financial matters; consultancy and advisory services in the field of asset management. Training and education; services provided by aneducational institute; organisation of symposiums; organisation of lectures; organisation of workshops; organisation of events; organisation of educational networking events; face to face training and education; online training courses; professional development (education and training); organisation of examinations; examinations; delivery of examinations; collaborations with universities and research organisations.
Income
Government Income
We have not found government income sources for THE INSTITUTE OF ASSET MANAGEMENT. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (94120 - Activities of professional membership organizations) as THE INSTITUTE OF ASSET MANAGEMENT are:

Outgoings
Business Rates/Property Tax
No properties were found where THE INSTITUTE OF ASSET MANAGEMENT is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded THE INSTITUTE OF ASSET MANAGEMENT any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded THE INSTITUTE OF ASSET MANAGEMENT any grants or awards.
Ownership
    We could not find any group structure information
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    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
    Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.
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