UBS ASSET MANAGEMENT (UK) LTD
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Cash
£88m
+27.3% highest in 3 filed years
Net assets
£191m
+3.3% highest in 3 filed years
Employees
0
Average over period
Profit before tax
£13m
+194.8% highest in 3 filed years
Net assets
3-year trend · vs Financials median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2025-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 | 2025-12-31 | Δ vs prior |
|---|---|---|---|---|---|
| Turnover | £159,192,000 | £215,225,000 | £213,744,000 | -0.7% | |
| Operating profit | -£16,209,000 | £1,475,000 | £9,893,000 | +570.7% | |
| Profit before tax | -£13,939,000 | £4,404,000 | £12,982,000 | +194.8% | |
| Net profit | -£10,585,000 | £3,370,000 | £9,470,000 | +181% | |
| Cash | £57,310,000 | £69,094,000 | £87,955,000 | +27.3% | |
| Total assets less current liabilities | — | £185,309,000 | £191,455,000 | +3.3% | |
| Net assets | £170,466,000 | £185,355,000 | £191,455,000 | +3.3% | |
| Equity | £170,466,000 | £185,355,000 | £191,455,000 | +3.3% | |
| Average employees | 0 | 0 | 0 | — | |
| Wages | — | — | — | — | |
| Directors' remuneration | £2,640,000 | £4,495,000 | £537,000 | -88.1% |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2023-12-31 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|---|
| Operating margin | -10.2% | 0.7% | 4.6% | |
| Net margin | -6.6% | 1.6% | 4.4% | |
| Return on capital employed | — | 0.8% | 5.2% | |
| Gearing (liabilities / total assets) | — | 23.3% | 22.1% | |
| Current ratio | 5.15x | 4.29x | 4.53x |
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.
Name history
Renamed 6 times since incorporation
- UBS ASSET MANAGEMENT (UK) LTD 2015-10-30 → present
- UBS GLOBAL ASSET MANAGEMENT (UK) LTD 2002-04-08 → 2015-10-30
- UBS ASSET MANAGEMENT LIMITED 2000-07-17 → 2002-04-08
- PHILLIPS & DREW FUND MANAGEMENT LIMITED 1998-07-06 → 2000-07-17
- PDFM LIMITED 1993-06-30 → 1998-07-06
- PHILLIPS & DREW FUND MANAGEMENT LIMITED 1985-09-19 → 1993-06-30
- PHILLIPS & DREW INVESTMENT MANAGEMENT LIMITED 1981-02-19 → 1985-09-19
Audit & accounting basis
- Accounting basis
- FRS 101 Reduced Disclosure Framework
- Reporting scope
- Standalone (parent only)
- Auditor
- Ernst & Young LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Directors have concluded that the Company has adequate resources to continue in operational existence for the 12 months from the date on which the financial statements are approved. For this reason, the Company will continue to adopt the going concern basis in preparing the financial statements.”
Group structure
- UBS ASSET MANAGEMENT (UK) LTD · parent
- UBS C-GREFS Holdings (UK) Blocker GP Ltd
- UBS Triton General Partner Ltd
- UBS MC General Partner - UBS-PREMF Limited 51%
- UBS C-GREFS General Partner Ltd
- Phildrew Nominees Limited
Significant events
- “In 2026, further integration initiatives are planned to streamline the Asset Management UK Group. These include transferring investment mandates from UBS Asset Management Credit Investments Group (UK) Ltd to the Company and establishing a co-manager model for managing a portfolio of collateralised loan obligations. During 2026, the O'Connor business was sold to a third party outside the UBS Group.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
6 active · 60 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| ASHMENT, Ian Robert | Director | 2019-10-30 | Sep 1965 | British |
| DAVIES, Priscilla Ann | Director | 2017-09-20 | Apr 1971 | British |
| JECKS, Keith Martin | Director | 2018-10-01 | Jan 1957 | British |
| SARTORE, Marco | Director | 2025-07-02 | Aug 1970 | Italian,British |
| SHALABY, Olivia Jane | Director | 2025-07-02 | Dec 1990 | British |
| WOOD, Andrew Kingsley Leach | Director | 2026-04-16 | Nov 1973 | British |
Show 60 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BEECHEY, Ruth | Secretary | 2004-07-29 | 2018-03-26 |
| CLARKE, Gillian Marjorie | Secretary | — | 2004-07-29 |
| APPS, Robin William Trevor | Director | 1998-10-01 | 2001-08-03 |
| ASHFORD, Christopher Douglas | Director | 2003-05-30 | 2005-04-01 |
| BARNES, Ian Frederick | Director | 2012-05-02 | 2016-10-14 |
| BEECHEY, Ruth | Director | 2018-03-26 | 2023-10-02 |
| BEECHEY, Ruth | Director | 2012-10-25 | 2017-02-15 |
| BEECHEY, Ruth | Director | 2010-09-27 | 2012-02-03 |
| BEECHEY, Ruth | Director | 2004-07-29 | 2010-01-13 |
| BENNETT, Elliot James | Director | 2015-01-07 | 2016-09-16 |
| BEREAUX, Michelle Maria | Director | 2022-09-13 | 2023-07-10 |
| BOWES, Claire Victoria | Director | 2005-04-01 | 2005-10-01 |
| BOYLAN, Mark Gerard | Director | 2000-07-17 | 2002-09-19 |
| BROWNE, Luke Richard Tyrrill | Director | 2016-09-16 | 2019-06-07 |
| BYRNE, Eric Charles Sprague | Director | 2017-02-15 | 2022-10-19 |
| BYRNES, Christopher James | Director | 2005-02-08 | 2005-10-01 |
| BYRNES, Gavin William | Director | 2024-02-12 | 2025-06-24 |
| CHAPMAN, Matthew James | Director | 2006-05-01 | 2011-01-01 |
| CHAUHAN, Harshkant Vithalbhai | Director | 2012-05-03 | 2012-10-25 |
| CHAUHAN, Harshkant Vithalbhai | Director | 2010-01-13 | 2010-09-27 |
| CLARKE, Gillian Marjorie | Director | 2001-12-28 | 2004-07-29 |
| CLARKE, Thomas Michael | Director | 2005-02-08 | 2007-02-02 |
| COLLINS, Crispian Hilary Vincent | Director | — | 2003-03-31 |
| CUMMING, Norman Duncan | Director | 2000-07-17 | 2001-10-30 |
| DAVIES, Andrew Jonathan | Director | 2009-12-23 | 2016-04-08 |
| DYE, Anthony | Director | — | 2000-03-08 |
| FITZHARRIS, David Andrew | Director | 2005-02-08 | 2006-05-01 |
| FOSTER TAYLOR, Charles Michael | Director | 2005-02-08 | 2005-10-01 |
| GAMBI, Robert John | Director | 2006-05-01 | 2007-02-02 |
| GOLD, David Jeremy | Director | 1996-03-19 | 1998-10-01 |
| HARDGRAVE, Alan | Director | 2003-05-30 | 2005-04-01 |
| HARRISON, John Christopher | Director | 2005-10-01 | 2009-12-23 |
| HAWKINS, Clifford Roy | Director | 2005-02-08 | 2007-02-02 |
| HINDLE FISHER, Robin Charles | Director | 1999-04-01 | 2001-09-03 |
| HUMPHRIES, Michael Andrew | Director | 2002-01-07 | 2002-09-09 |
| HUNT, Trevor Peter | Director | 2007-03-12 | 2014-06-20 |
| JACOB, David Joseph | Director | 2002-09-09 | 2004-11-08 |
| KANE, Graham Richard | Director | 2009-12-23 | 2011-08-19 |
| KANE, Graham Richard | Director | 2003-05-30 | 2005-10-01 |
| KASENALLY-O'DRISCOLL, Nasreen | Director | 2023-09-13 | 2026-01-30 |
| KHOSLA, Manoj | Director | 2006-08-29 | 2009-02-20 |
| LEES, Matthew John | Director | 2005-02-08 | 2005-10-01 |
| MADSEN, Thomas Paul | Director | 2000-07-17 | 2005-10-01 |
| MARSH, John Bernard | Director | — | 1996-03-19 |
| MCKELL, Mark Nathan | Director | 2003-01-10 | 2004-02-02 |
| MEREDITH, Paul Michael Charles | Director | — | 1999-04-01 |
| NEILL, Catherine Fiona | Director | 2003-05-30 | 2007-02-02 |
| NESTOR, John Martin | Director | 2010-09-01 | 2012-03-19 |
| PAVEY, Michael William | Director | 2001-12-28 | 2005-02-08 |
| PETHERAM, Christopher Mark | Director | 2005-02-08 | 2005-10-01 |
| PIPER, Stuart William Arnold | Director | 2005-02-08 | 2006-05-01 |
| PORTER, Mark | Director | 2004-02-02 | 2006-08-29 |
| PORTER, Mark | Director | 2001-12-28 | 2003-01-10 |
| SCHMIDT, Paul Dieter | Director | 2009-03-24 | 2014-05-09 |
| STEMP, Matthew Thomas | Director | 2001-12-28 | 2010-02-19 |
| TAYLOR, Nigel | Director | 2003-05-30 | 2009-12-23 |
| TRACEY, Adam Peter | Director | 2005-04-01 | 2005-09-30 |
| WALLACE, Mark Andrew | Director | 2005-10-01 | 2007-01-16 |
| YATES, Paul Tennant | Director | 2001-09-03 | 2005-10-01 |
| YATES, Paul Tennant | Director | 1996-03-19 | 2000-07-17 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Ubs Asset Management Holding Ltd | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-06 | Active |
Filing timeline
Last 20 of 385 total filings
Material constitutional events — rename, articles re-file, resolution
- 2024-04-03 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-07-21 | AP01 | officers | Appoint person director company with name date | |
| 2026-07-18 | AA | accounts | Accounts with accounts type full | |
| 2026-07-02 | TM01 | officers | Termination director company with name termination date | |
| 2026-05-15 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-04-30 | AP01 | officers | Appoint person director company with name date | |
| 2026-02-04 | TM01 | officers | Termination director company with name termination date | |
| 2026-02-04 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2025-10-10 | MR04 | mortgage | Mortgage satisfy charge full | |
| 2025-09-11 | MR04 | mortgage | Mortgage satisfy charge full | |
| 2025-09-11 | MR04 | mortgage | Mortgage satisfy charge full | |
| 2025-08-07 | AA | accounts | Accounts with accounts type full | |
| 2025-07-08 | AP01 | officers | Appoint person director company with name date | |
| 2025-07-07 | AP01 | officers | Appoint person director company with name date | |
| 2025-06-30 | TM01 | officers | Termination director company with name termination date | |
| 2025-05-17 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-08-31 | AA | accounts | Accounts with accounts type full | |
| 2024-05-17 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2024-05-09 | SH01 | capital | Capital allotment shares | |
| 2024-04-03 | RESOLUTIONS | resolution | Resolution | |
| 2024-02-14 | AP01 | officers | Appoint person director company with name date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 11
- Capital events
- 0
- Officers appointed
- 1
- Officers resigned
- 1
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.