BELLEVUE ASSET MANAGEMENT (UK) LTD

📉Decliningactive
09170990 · ltd · incorporated 2014-08-12
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
Opportunity decay
drifting distress · 6-months
Drifting toward distress — expect more negotiability in 3–6 months, but also more friction.
  • · Lifecycle stage drifting downward
  • · Currently "declining"
🔒Estimated value
—
Upgrade to see
Turnover
£6.78M
year to Dec 2024
Net worth
—
book net assets
Opportunity
79/100
Strong
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What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: conservative operator with strong profile and bankable structure.

Opportunity 79/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (85/100).

Data confidence

Overall: medium (79/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile
address, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
10 officers (2 active, 10 linked, 9 with DOB)
88
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
56 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
🔒Estimated company valuation

Sector-multiple EBITDA, turnover, and NAV-proxy valuation range with confidence tier — derived from extracted iXBRL financials.

Available from the Pro tier upwards.

See pricing →
Opportunity Score
79/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 101
Profitable
Profit before tax £2,922,457
Revenue decline
Turnover down 25% YoY
Turnover YoY
-25%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Dec 2023Dec 2024

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 101
Metric2024-12-312023-12-31
Turnover£6.78M£9.09M
Gross profit£6.55M£8.84M
Operating profit£2.73M£3.98M
Profit before tax£2.92M£4.01M
Average employees800900

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

2 signals detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.

Available from the Pro tier upwards.

See pricing →

Recent activity

Last 30 days
0
filings
Last 90 days
2
filings
  • • 1 address
  • • 1 officers
Last 180 days
3
filings
  • • 2 officers
  • • 1 address
Counts from Companies House filing history.
Corporate timeline (38 events)Click to expand
  1. 2026-05-01
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  2. 2026-04-29
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  3. 2026-04-20
    ➕
    WOODWARD, Giles John appointed
    director
  4. 2026-04-02
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  5. 2026-03-24
    ➖
    MAJOR, Paul resigned
    director
  6. 2025-06-25
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  7. 2025-06-13
    ➖
    MIKKELSEN, Claude resigned
    director
  8. 2025-04-14
    📄
    accounts-with-accounts-type-full
    accounts · AA
  9. 2024-12-13
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  10. 2024-10-25
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  11. 2024-10-22
    ➖
    GUBLER, Martin resigned
    director
  12. 2024-10-02
    ➕
    PETER, Markus appointed
    director
  13. 2024-09-12
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  14. 2024-08-31
    ➖
    SIGG, Daniel resigned
    director
  15. 2024-05-15
    📄
    accounts-with-accounts-type-full
    accounts · AA
  16. 2023-03-30
    📄
    accounts-with-accounts-type-full
    accounts · AA
  17. 2022-09-27
    📄
    change-person-director-company-with-change-date
    officers · CH01
  18. 2022-03-07
    📄
    accounts-with-accounts-type-full
    accounts · AA
  19. 2021-03-15
    📄
    accounts-with-accounts-type-full
    accounts · AA
  20. 2020-04-17
    📄
    accounts-with-accounts-type-full
    accounts · AA
  21. 2019-12-04
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  22. 2019-12-04
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  23. 2019-12-03
    ➕
    GUBLER, Martin appointed
    director
  24. 2019-12-03
    ➖
    HUTTER, Michael resigned
    director
  25. 2019-12-03
    ➖
    KOLLER, Daniel resigned
    director
  26. 2019-12-03
    ➕
    SIGG, Daniel appointed
    director
  27. 2019-12-03
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  28. 2019-12-03
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  29. 2019-10-14
    📄
    second-filing-of-director-appointment-with-name
    officers · RP04AP01
  30. 2019-01-01
    ➕
    MAJOR, Paul appointed
    director
  31. 2014-09-02
    ➖
    HALEY, Jonathan Matthew resigned
    director
  32. 2014-09-02
    ➕
    HUTTER, Michael appointed
    director
  33. 2014-09-02
    ➕
    KOLLER, Daniel appointed
    director
  34. 2014-09-02
    ➕
    MIKKELSEN, Claude appointed
    director
  35. 2014-09-02
    ➖
    TYROLESE (DIRECTORS) LIMITED resigned
    corporate-director
  36. 2014-08-12
    🏢
    Company incorporated
    As BELLEVUE ASSET MANAGEMENT (UK) LTD
  37. 2014-08-12
    ➕
    HALEY, Jonathan Matthew appointed
    director
  38. 2014-08-12
    ➕
    TYROLESE (DIRECTORS) LIMITED appointed
    corporate-director

Owner dependency

66/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Senior director age: Director aged approximately 62 — approaching natural succession window.

Succession & seller-readiness

46/100
Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS
  • secondaryFounder aged 58+: Senior director is approximately 62. Early succession window.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.

Red flags

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Group structure

Bellevue Group Ag holds 25-50% — a significant corporate investor but not a controlling parent.

🏛️
Bellevue Group Ag
Corporate parent
⬇
BELLEVUE ASSET MANAGEMENT (UK) LTD
This company · 09170990

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner
NameSharesVoting rightsNature of controlNotified
Bellevue Group Ag
Corporate entity
——sig. influencesignificant influence06/04/2016

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

🔒Co-director network graph

Radial SVG graph showing every company connected via shared directors, colour-coded by status.

Available from the Pro tier upwards.

See pricing →

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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

7 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.

Available from the Pro tier upwards.

See pricing →
🔒Advanced scoring suite

Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.

Available from the Pro tier upwards.

See pricing →

Company details

Statusactive
Typeltd
Incorporated2014-08-12
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

24th Floor The Shard
32 London Bridge Street
London
SE1 9SG
United Kingdom

Filing status

Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2026-10-16
Last: 2025-10-02

Officers (2 active · 8 resigned)

PETER, Markus→
director · ~62y · appointed 2024-10-02
View their other companies + combined net worth →
Active
WOODWARD, Giles John→
director · ~59y · appointed 2026-04-20
View their other companies + combined net worth →
Active
GUBLER, Martin→
director · ~50y · appointed 2019-12-03 · resigned 2024-10-22
Resigned
HALEY, Jonathan Matthew→
director · ~50y · appointed 2014-08-12 · resigned 2014-09-02
Resigned
HUTTER, Michael→
director · ~55y · appointed 2014-09-02 · resigned 2019-12-03
Resigned
KOLLER, Daniel→
director · ~54y · appointed 2014-09-02 · resigned 2019-12-03
Resigned
MAJOR, Paul→
director · ~52y · appointed 2019-01-01 · resigned 2026-03-24
Resigned
MIKKELSEN, Claude→
director · ~50y · appointed 2014-09-02 · resigned 2025-06-13
Resigned
SIGG, Daniel→
director · ~70y · appointed 2019-12-03 · resigned 2024-08-31
Resigned
TYROLESE (DIRECTORS) LIMITED→
corporate-director · appointed 2014-08-12 · resigned 2014-09-02
Resigned

Click a director name to see their full track record across all companies.

Recent filings (56 total)

change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-05-01
appoint-person-director-company-with-name-date
officers · AP01
2026-04-29
termination-director-company-with-name-termination-date
officers · TM01
2026-04-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-08
termination-director-company-with-name-termination-date
officers · TM01
2025-06-25
accounts-with-accounts-type-full
accounts · AA
2025-04-14
appoint-person-director-company-with-name-date
officers · AP01
2024-12-13
termination-director-company-with-name-termination-date
officers · TM01
2024-10-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-10-07
termination-director-company-with-name-termination-date
officers · TM01
2024-09-12
accounts-with-accounts-type-full
accounts · AA
2024-05-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-10-02
accounts-with-accounts-type-full
accounts · AA
2023-03-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-09-27
change-person-director-company-with-change-date
officers · CH01
2022-09-27