BELLEVUE ASSET MANAGEMENT (UK) LTD
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2026-10-16 (in 5mo)
Last made up 2025-10-02
Watchouts
None on the register
Cash
£5M
-15.5% vs 2023
Net assets
£4M
-66.9% vs 2023
Employees
8
Average over period
Profit before tax
£3M
-27.1% vs 2023
Name history
Renamed 2 times since incorporation
- BELLEVUE ASSET MANAGEMENT (UK) LTD 2019-09-17 → present
- BELLEVUE ADVISORS LIMITED 2014-09-02 → 2019-09-17
- TYROLESE (782) LIMITED 2014-08-12 → 2014-09-02
Net assets
7-year trend · vs Financials median
Accounts
7-year trend · latest reflected 2024-12-31
| Metric | Trend | 2018-12-31 | 2019-12-31 | 2020-12-31 | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|---|---|---|---|---|
| Turnover | — | — | — | — | — | £9,094,665 | £6,775,781 | |
| Operating profit | — | — | — | — | — | £3,984,838 | £2,734,576 | |
| Profit before tax | — | — | — | — | — | £4,011,470 | £2,922,457 | |
| Net profit | — | — | — | — | — | £3,067,152 | £2,190,612 | |
| Cash | — | — | — | — | — | £6,370,094 | £5,385,148 | |
| Total assets less current liabilities | — | — | — | — | — | £12,855,287 | £4,502,950 | |
| Net assets | — | — | — | — | — | £12,045,134 | £3,985,746 | |
| Equity | £575,589 | £849,048 | £2,201,716 | £4,705,841 | £8,977,982 | £12,045,134 | £3,985,746 | |
| Average employees | — | — | — | — | — | — | 8 | |
| Wages | — | — | — | — | — | £3,295,163 | £2,407,367 |
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 | 2018-12-31 | 2019-12-31 | 2020-12-31 | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|---|---|---|---|---|
| Operating margin | — | — | — | — | — | 43.8% | 40.4% | |
| Net margin | — | — | — | — | — | 33.7% | 32.3% | |
| Return on capital employed | — | — | — | — | — | 31.0% | 60.7% | |
| Interest cover | — | — | — | — | — | 165.44x | 112.20x |
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 101
- Reporting scope
- Standalone (parent only)
- Auditor
- PricewaterhouseCoopers LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The company's directors have evaluated the position of the company, and have a reasonable expectation that the company has adequate resources to continue in operational existence for the foreseeable future. The company has therefore adopted the going concern basis in preparing its financial statements.”
Significant events
- “This year on year decrease [in turnover from investment management contracts] is primarily due to fluctuations in the value of BBH causing a decrease in income from its investment management contract.”
- “Turnover generated under services agreements was £590,259 (2023: £1,321,963). This decrease is due to services being provided to a group company during 2023 which were not provided during 2024.”
- “Profit before taxation for the year was £2,922,457 (2023: £4,011,470).”
- “At 31 December 2024 the net assets of the company were £3,985,746 (2023: £12,045,134). This decrease is primarily due to a dividend of £10,250,000 being paid to the parent company during the year.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
2 active · 8 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| PETER, Markus | Director | 2024-10-02 | Dec 1964 | Swiss |
| WOODWARD, Giles John | Director | 2026-04-20 | Dec 1967 | British |
Show 8 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| GUBLER, Martin | Director | 2019-12-03 | 2024-10-22 |
| HALEY, Jonathan Matthew | Director | 2014-08-12 | 2014-09-02 |
| HUTTER, Michael | Director | 2014-09-02 | 2019-12-03 |
| KOLLER, Daniel | Director | 2014-09-02 | 2019-12-03 |
| MAJOR, Paul | Director | 2019-01-01 | 2026-03-24 |
| MIKKELSEN, Claude | Director | 2014-09-02 | 2025-06-13 |
| SIGG, Daniel | Director | 2019-12-03 | 2024-08-31 |
| TYROLESE (DIRECTORS) LIMITED | Corporate Director | 2014-08-12 | 2014-09-02 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Bellevue Group Ag | Corporate entity | Significant influence | 2016-04-06 | Active |
Filing timeline
Last 20 of 56 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-05-01 | AD01 | address | Change registered office address company with date old address new address | |
| 2026-04-29 | AP01 | officers | Appoint person director company with name date | |
| 2026-04-02 | TM01 | officers | Termination director company with name termination date | |
| 2025-10-08 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-06-25 | TM01 | officers | Termination director company with name termination date | |
| 2025-04-14 | AA | accounts | Accounts with accounts type full | |
| 2024-12-13 | AP01 | officers | Appoint person director company with name date | |
| 2024-10-25 | TM01 | officers | Termination director company with name termination date | |
| 2024-10-07 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-09-12 | TM01 | officers | Termination director company with name termination date | |
| 2024-05-15 | AA | accounts | Accounts with accounts type full | |
| 2023-10-02 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-03-30 | AA | accounts | Accounts with accounts type full | |
| 2022-09-27 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-09-27 | CH01 | officers | Change person director company with change date | |
| 2022-03-07 | AA | accounts | Accounts with accounts type full | |
| 2021-09-20 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2021-03-15 | AA | accounts | Accounts with accounts type full | |
| 2020-09-08 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2020-04-17 | AA | accounts | Accounts with accounts type full |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 5
- Capital events
- 0
- Officers appointed
- 1
- Officers resigned
- 2
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
FY2023 → FY2024 · period ending 2024-12-31 vs 2023-12-31
-
Turnover
-25.5%
£9,094,665 £6,775,781
-
Cash
-15.5%
£6,370,094 £5,385,148
-
Net assets
-66.9%
£12,045,134 £3,985,746
-
Employees
—
Not reported
-
Operating profit
-31.4%
£3,984,838 £2,734,576
-
Profit before tax
-27.1%
£4,011,470 £2,922,457
-
Wages
-26.9%
£3,295,163 £2,407,367
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