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The Institute of Asset Management

The Institute of Asset Management is an active UK company (number 05056259), incorporated 2004, with 9 current directors including Brian Thomas Haldane Addison and Toby Kizner. Source: Companies House, updated 11th October 2026.

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Official record Companies House · updated 11th October 2026 · Sources

Network

The large node is The Institute of Asset Management. Red nodes are organisations, white nodes are people. Sign in free to explore further.

Who leads it

Previous officers 19

  1. James Lindsey Conlin 2022-2024 Director View profile
  2. David Vincent Bowcott 2020-2023 Director View profile
  3. Andrew William Watts 2020-2022 Director View profile
  4. Kirsten Hilda Johannessen Bodley 2018-2020 Director View profile
  5. Patrick Harrison Bossert 2017-2020 Director View profile
  6. Rhys Campbell Davies 2014-2016 Director View profile
  7. Christopher David Newsome 2011-2020 Director View profile
  8. Andrew James Newby 2009-2020 Director View profile
  9. Jonathan Mark Nicholson 2008-2009 Director View profile
  10. Stephen James Morris 2007-2016 Director View profile
  11. Richard John Edwards 2007-2022 Director View profile
  12. Robert Peter Davis 2006-2011 Director View profile
  13. Stephen Francis Marshall 2004-2004 Director View profile
  14. Dr Philip Antony Jones 2004-2008 Director View profile
  15. Ruth Elizabeth Wallsgrove 2004-2006 Director View profile
  16. Fiona Elizabeth Parks 2004-2004 Director View profile
  17. John William Woodhouse 2004-2006 Director View profile
  18. Jodie Williamson 2022-2025 Secretary View profile
  19. David Furneaux Mckeown 2004-2021 Secretary View profile

Directors and secretaries as filed at Companies House.

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About

Incorporated
26/02/2004

Group

No further corporate or individual controller is recorded above The Institute of Asset Management on the PSC register - it appears to be the top of its group.

2 other companies in this group

Ownership paths are calculated from Companies House persons-with-significant-control filings. Each step shows the filed nature of control and dates; a step marked "ceased" is historical, not current.

Financials

Net assets
£2,690,466
Total assets
£2,737,878
Cash
£551,182
Employees
4
Turnover
Not reported (small or micro-entity accounts)

Filed as Full accounts (audit exempt).

Figures from accounts filed at Companies House (iXBRL), period ending 2024-12-31. Where turnover is absent, small and micro-entity accounts are not required to report it, so it is not shown as zero.

Board analysis

Board DNA

How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.iBoard compositionCounted from the dated Companies House officer record: the current directors only, past directors excluded.

9 directors on the board

6.3y median 5.8y
average tenure
17y
longest tenure

Directors past 6 years

First-time vs portfolio directors

First-time (8)

Portfolio (1)

0
also govern a charity
0
left in the last 12 months

Where else this board sits iWhere else this board sitsThe charitable fields these directors govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.

Dormant 1Other services 1Tech and media 1

The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.

Sources

Official record from Companies House. Governance Register calculates the connections.

Record details
Company number
05056259
Status
Active
Type
PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)
Edition
Register edition compiled 11th October 2026
Labels
Official record from Companies House · Calculated derived by Governance Register.

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