EDINBURGH WORLDWIDE INVESTMENT TRUST PLC

🌳Matureactive

SC184775 · plc · incorporated 1998-04-06

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.

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

78/100

Strong

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What this business does

Primary activity: Activities of investment trusts

Sector: Financial & insurance

Investor take

Pursue

Active trading company with a 68-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 68). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: low (46/100)

Sparse data coverage. Treat AI-generated outputs as preliminary. Manual diligence essential.

Company profile

address, 1 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

Confirmed no charges registered

Directors & officers

23 officers (7 active, 23 linked, 19 with DOB)

Ownership & PSC

No PSCs filed (unusual — worth investigating)

Director network

Network not yet resolved

Filing history

396 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

78/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Recent activity

Last 30 days

filings

Last 90 days

filings

• 3 capital
• 1 confirmation-statement

Last 180 days

filings

• 11 capital
• 1 confirmation-statement
• 1 miscellaneous

Counts from Companies House filing history.

Corporate timeline (64 events)Click to expand

2026-02-27
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-02-18
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-01-30
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-12-16
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-12-11
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-12-09
📄
legacy
miscellaneous · ANNOTATION
2025-12-09
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-11-25
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-11-19
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-11-17
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-11-13
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-11-04
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-10-27
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-10-21
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-09-30
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-09-18
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-09-04
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-08-22
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-08-12
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-08-11
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-08-05
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-08-05
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-07-18
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-07-18
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-02-15
➕
ECKERSLEY, Gregory Douglas appointed
director
2025-02-14
➖
JAMES, Helen resigned
director
2024-03-05
➖
STRUTT, Henry Clavering Tollemache resigned
director
2023-03-07
➖
CAMERON, Donald Andrew John, Lord resigned
director
2023-03-01
➕
GUNN, Mary, Dr appointed
director
2022-11-01
➕
MCCRACKEN, Jane Karwoski appointed
director
2021-06-30
➖
DUCAS, William Jay resigned
director
2020-02-01
➕
ROXBURGH, Caroline Anne appointed
director
2020-02-01
➕
SIMPSON-DENT, Jonathan Andrew appointed
director
2017-01-24
➖
REID, David Hugh Lorimer resigned
director
2016-12-08
➕
WILSON, Mungo Ivor Gilmour appointed
director
2014-07-01
➕
BAILLIE GIFFORD & CO LIMITED appointed
corporate-secretary
2014-07-01
➖
BAILLIE GIFFORD & CO resigned
corporate-secretary
2012-10-31
➖
FRASER, Kim Ian Maurice, The Hon. resigned
director
2011-12-31
➖
LESLIE MELVILLE, James Ian resigned
director
2011-11-01
➕
STRUTT, Henry Clavering Tollemache appointed
director
2011-06-09
➖
COLTMAN, David Alexander resigned
director
2010-12-02
➕
CAMERON, Donald Andrew John, Lord appointed
director
2010-12-02
➕
JAMES, Helen appointed
director
2008-02-07
➖
DOUGLAS MILLER, Robert Alexander Gavin resigned
director
2007-08-01
➕
LESLIE MELVILLE, James Ian appointed
director
2003-11-01
➕
BAILLIE GIFFORD & CO appointed
corporate-secretary
2003-10-31
➖
EDINBURGH FUND MANAGERS PLC resigned
corporate-secretary
2002-03-22
➕
DUCAS, William Jay appointed
director
1999-01-29
➖
EGLINTON AND WINTON, Archibald George Montgomerie, The Rt Earl Of resigned
director
1999-01-29
➖
FLEMING, Valentine Patrick resigned
director

Showing most recent 50 of 64 events

Owner dependency

55/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

-6 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 68 — succession pressure is live.

Succession & seller-readiness

50/100

Moderate signal

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

SIGNALS

primaryFounder aged 63+: Senior director is approximately 68. Approaching typical UK retirement age — succession thinking likely.

Red flags

clean

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

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MCINROY & WOOD LIMITED→ SC100377 · est 1986 · no financials extracted	—	—	—	—	39y	—	—
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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.

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Company details

Statusactive

Typeplc

Incorporated1998-04-06

Jurisdictionscotland

Primary SIC64301 — Activities of investment trusts

Registered office

Calton Square

1 Greenside Row

Edinburgh

EH1 3AN

Filing status

Accounts

Next due: 2026-04-30

Last made up to: 2024-10-31

Confirmation statement

Next due: 2027-03-12

Last: 2026-02-26

Officers (7 active · 16 resigned)

BAILLIE GIFFORD & CO LIMITED→

corporate-secretary · appointed 2014-07-01

View their other companies + combined net worth →

Active

ECKERSLEY, Gregory Douglas→

director · ~62y · appointed 2025-02-15

View their other companies + combined net worth →

Active

GUNN, Mary, Dr→

director · ~49y · appointed 2023-03-01

View their other companies + combined net worth →

Active

MCCRACKEN, Jane Karwoski→

director · ~68y · appointed 2022-11-01

View their other companies + combined net worth →

Active

ROXBURGH, Caroline Anne→

director · ~67y · appointed 2020-02-01

View their other companies + combined net worth →

Active

SIMPSON-DENT, Jonathan Andrew→

director · ~60y · appointed 2020-02-01

View their other companies + combined net worth →

Active

WILSON, Mungo Ivor Gilmour→

director · ~56y · appointed 2016-12-08

View their other companies + combined net worth →

Active

LAUGHLAND, Iain Douglas Wilson→

secretary · appointed 1998-04-06 · resigned 1998-05-08

Resigned

BAILLIE GIFFORD & CO→

corporate-secretary · appointed 2003-11-01 · resigned 2014-07-01

Resigned

EDINBURGH FUND MANAGERS PLC→

corporate-secretary · appointed 1998-05-08 · resigned 2003-10-31

Resigned

CAMERON, Donald Andrew John, Lord→

director · ~50y · appointed 2010-12-02 · resigned 2023-03-07

Resigned

COLTMAN, David Alexander→

director · ~84y · appointed 1998-05-01 · resigned 2011-06-09

Resigned

DOUGLAS MILLER, Robert Alexander Gavin→

director · ~89y · appointed 1998-05-01 · resigned 2008-02-07

Resigned

DUCAS, William Jay→

director · ~82y · appointed 2002-03-22 · resigned 2021-06-30

Resigned

EGLINTON AND WINTON, Archibald George Montgomerie, The Rt Earl Of→

director · ~87y · appointed 1998-05-01 · resigned 1999-01-29

Resigned

FLEMING, Valentine Patrick→

director · ~91y · appointed 1998-05-01 · resigned 1999-01-29

Resigned

FRASER, Kim Ian Maurice, The Hon.→

director · ~80y · appointed 1998-12-11 · resigned 2012-10-31

Resigned

INGLIS, Susan Patricia→

director · ~62y · appointed 1998-04-06 · resigned 1998-05-01

Resigned

JAMES, Helen→

director · ~56y · appointed 2010-12-02 · resigned 2025-02-14

Resigned

LAUGHLAND, Iain Douglas Wilson→

director · ~56y · appointed 1998-04-06 · resigned 1998-05-08

Resigned

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