SCHRODERS INVESTMENT PORTFOLIO SERVICES LIMITED
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2026-10-31 (in 5mo)
Last made up 2025-10-17
Watchouts
Cash
£2M
-76.3% lowest in 9 filed years
Net assets
£6M
-32.9% vs 2022
Employees
16
0% vs 2022
Profit before tax
£2M
-32.4% lowest in 5 filed years
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
Material uncertainty over going concern
As required by UK accounting standards, the directors have prepared the financial statements on the basis that the Company is no longer a going concern.
-
3 officer resignations in last 12 months
Multiple officers have left the board recently — see the People section for who.
-
2 PSCs ceased in last 24 months
Significant control changed hands — see the Ownership section.
Name history
Renamed 2 times since incorporation — the current trading name was adopted 2026-01-16
- SCHRODERS INVESTMENT PORTFOLIO SERVICES LIMITED 2026-01-16 → present
- WHITLEY ASSET MANAGEMENT LTD 2003-02-11 → 2026-01-16
- RAVEN ASSET MANAGEMENT LTD 2002-11-07 → 2003-02-11
Net assets
9-year trend · vs Financials median
Accounts
9-year trend · latest reflected 2023-12-31
Latest accounts filed cover 2024-12-31; financial figures currently reflect up to 2023-12-31.
| Metric | Trend | 2019-01-01 | 2019-12-31 | 2020-01-01 | 2020-12-31 | 2021-01-01 | 2021-12-31 | 2022-01-01 | 2022-12-31 | 2023-12-31 |
|---|---|---|---|---|---|---|---|---|---|---|
| Turnover | — | £4,738,303 | — | £5,519,894 | — | £7,587,448 | — | £7,815,129 | £7,476,313 | |
| Operating profit | — | £2,871,913 | — | £3,066,918 | — | £4,125,358 | — | £3,086,304 | £1,867,285 | |
| Profit before tax | — | £2,967,677 | — | £3,077,645 | — | £4,126,313 | — | £3,171,488 | £2,144,505 | |
| Net profit | — | £2,403,211 | — | £2,492,824 | — | £3,343,783 | — | £2,570,903 | £1,659,272 | |
| Cash | £3,477,318 | £4,875,756 | £4,875,756 | £5,833,227 | £5,833,227 | £7,531,165 | £7,531,165 | £9,288,669 | £2,205,981 | |
| Total assets less current liabilities | — | £5,147,512 | — | £6,419,286 | — | £8,247,219 | — | £9,148,712 | £6,151,424 | |
| Net assets | — | £5,143,812 | — | £6,411,636 | — | £8,238,919 | — | £9,136,822 | £6,134,094 | |
| Equity | £3,794,601 | £5,143,812 | £5,143,812 | £6,411,636 | £6,411,636 | £8,238,919 | £8,238,919 | £9,136,822 | £6,134,094 | |
| Average employees | — | 11 | — | 12 | — | 15 | — | 16 | 16 | |
| Wages | — | £1,302,521 | — | £1,729,060 | — | £2,482,082 | — | £2,846,360 | £3,593,722 |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2019-01-01 | 2019-12-31 | 2020-01-01 | 2020-12-31 | 2021-01-01 | 2021-12-31 | 2022-01-01 | 2022-12-31 | 2023-12-31 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating margin | — | 60.6% | — | 55.6% | — | 54.4% | — | 39.5% | 25.0% | |
| Net margin | — | 50.7% | — | 45.2% | — | 44.1% | — | 32.9% | 22.2% | |
| Return on capital employed | — | 55.8% | — | 47.8% | — | 50.0% | — | 33.7% | 30.4% | |
| Interest cover | — | — | — | — | — | — | — | 11735.00x | — |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Calders (1883) LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Material uncertainty disclosed
“As required by UK accounting standards, the directors have prepared the financial statements on the basis that the Company is no longer a going concern.”
Significant events
- “On 7 October 2024 the Company was acquired by Schroder & Co. Limited and the Company's trade will be transferred to Schroder & Co. Limited during 2025.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
4 active · 10 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| SCHRODER CORPORATE SERVICES LIMITED | Corporate Secretary | 2024-10-07 | — | — |
| DYMOTT, Edward | Director | 2026-01-30 | Jan 1979 | British |
| FITZGERALD, Helen Louise | Director | 2026-01-30 | Jun 1981 | British |
| MIDDLETON, Philip Robert | Director | 2026-04-14 | Jun 1968 | British |
Show 10 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| RETTIE, Louise Alison | Secretary | 2003-11-07 | 2024-10-07 |
| GRANDIER SECRETERIES LIMITED | Corporate Secretary | 2002-11-07 | 2003-11-07 |
| SWIFT INCORPORATIONS LIMITED | Corporate Nominee Secretary | 2002-11-07 | 2002-11-07 |
| AYRES, Matthew James | Director | 2024-10-07 | 2026-02-02 |
| BROMOVSKY, Fabia Alyson | Director | 2021-10-05 | 2024-10-07 |
| EMMERSON, Dominic Peter Corti | Director | 2024-10-07 | 2026-02-02 |
| HAMBRO, Alexander Robert, Hon | Director | 2004-10-19 | 2024-10-07 |
| RETTIE, Louise Alison | Director | 2002-11-07 | 2024-10-07 |
| WHITLEY, Edward John | Director | 2002-11-07 | 2026-02-02 |
| INSTANT COMPANIES LIMITED | Corporate Nominee Director | 2002-11-07 | 2002-11-07 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Benchmark Capital Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2026-03-25 | Active |
| Schroder & Co. Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2024-10-07 | Ceased 2026-03-25 |
| Edward John Whitley | Individual | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-06 | Ceased 2024-10-07 |
Filing timeline
Last 20 of 101 total filings
Material constitutional events — rename, articles re-file, resolution
- 2026-01-16 CERTNM Certificate change of name company PDF
- 2024-10-21 MA Memorandum articles
- 2024-10-13 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-16 | AP01 | officers | Appoint person director company with name date | |
| 2026-04-02 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2026-04-02 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2026-03-16 | AD01 | address | Change registered office address company with date old address new address | |
| 2026-02-02 | TM01 | officers | Termination director company with name termination date | |
| 2026-02-02 | TM01 | officers | Termination director company with name termination date | |
| 2026-02-02 | TM01 | officers | Termination director company with name termination date | |
| 2026-02-02 | AP01 | officers | Appoint person director company with name date | |
| 2026-02-02 | AP01 | officers | Appoint person director company with name date | |
| 2026-01-16 | CERTNM | change-of-name | Certificate change of name company | |
| 2025-11-03 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-04-14 | AA | accounts | Accounts with accounts type full | |
| 2025-02-04 | CH01 | officers | Change person director company with change date | |
| 2024-10-23 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2024-10-23 | TM01 | officers | Termination director company with name termination date | |
| 2024-10-21 | MA | incorporation | Memorandum articles | |
| 2024-10-19 | SH08 | capital | Capital name of class of shares | |
| 2024-10-13 | RESOLUTIONS | resolution | Resolution | |
| 2024-10-10 | TM01 | officers | Termination director company | |
| 2024-10-09 | PSC07 | persons-with-significant-control | Cessation of a person with significant control |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 11
- Capital events
- 1
- Officers appointed
- 3
- Officers resigned
- 3
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2022 → FY2023 · period ending 2023-12-31 vs 2022-12-31
-
Turnover
-4.3%
£7,815,129 £7,476,313
-
Cash
-76.3%
£9,288,669 £2,205,981
lowest in 9 filed years
-
Net assets
-32.9%
£9,136,822 £6,134,094
-
Employees
0%
16 16
-
Operating profit
-39.5%
£3,086,304 £1,867,285
lowest in 5 filed years
-
Profit before tax
-32.4%
£3,171,488 £2,144,505
lowest in 5 filed years
-
Wages
+26.3%
£2,846,360 £3,593,722
highest in 5 filed years
Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers