The Investment Association
The Investment Association
Trading as: The Investment Association
#04343737 • Active
Founded: 20/12/2001
Industries: Activities of other membership organizations n.e.c.
Website: http://www.theia.org/
Phone: Subscribe to view
Email: Subscribe to view
Location: 23 Camomile Street, London, EC3A 7LL, England
Financial Snapshot
Last accounts made up to 31 December 2023
Next accounts due 30 September 2025 (4 months)
Cash in Bank £12.08m
↑ 4%
Turnover £17.8m
↑ 5%
EBITDA £0.41m
↓ -58%
Total Liabilities £16.19m
↑ 1%
Employees 98
↑ 2%
Directors
Name | Role | Appointed ↓ | Nationality | Age |
|---|---|---|---|---|
| Matthew Charles Beesley | Chief Executive | 11/02/2025 | British | 49 years |
| Paul Robert Geddes | Ceo | 25/09/2024 | British | 55 years |
| Matthew Holian Malloy | Ceo | 25/09/2024 | American | 55 years |
| Hans Iain Georgeson | Ceo | 25/09/2024 | British | 53 years |
| Sarah Louise Melvin | Head Of Uk & Europe | 25/09/2024 | British | 54 years |
| Ann Prendergast | Head Of Emea, State Street Global Advisors | 23/05/2024 | Irish | 51 years |
| Mark Thomas Fitzpatrick | Ceo | 23/05/2024 | Irish | 57 years |
| Nasreen Banu Kasenally-o’driscoll | Global Chief Operating Officer And Uk Country Head | 27/09/2023 | British | 50 years |
| Gilou Joseph Pinto | Ceo | 27/09/2023 | French | 56 years |
| Kirstie Sarah Macgillivray | Ceo | 27/09/2022 | British | 51 years |
| Karen Denise Zachary | Chief Executive Officer | 27/09/2022 | British | 61 years |
| Catherine Mary O'reilly | Regional Managing Partner London | 15/09/2021 | Irish | 55 years |
| Mark Richard Beavis Versey | Ceo | 27/01/2021 | British | 52 years |
| Rachel Louisa Elwell | Chief Executive Officer | 16/09/2020 | British | 50 years |
| Patrick Macdonald Thomson | Ceo | 08/03/2019 | British | 57 years |
Role:
Chief Executive
Appointed:
11/02/2025
Nationality:
British
Age:
49 years
Role:
Ceo
Appointed:
25/09/2024
Nationality:
British
Age:
55 years
Role:
Ceo
Appointed:
25/09/2024
Nationality:
American
Age:
55 years
Role:
Ceo
Appointed:
25/09/2024
Nationality:
British
Age:
53 years
Role:
Head Of Uk & Europe
Appointed:
25/09/2024
Nationality:
British
Age:
54 years
Role:
Head Of Emea, State Street Global Advisors
Appointed:
23/05/2024
Nationality:
Irish
Age:
51 years
Role:
Ceo
Appointed:
23/05/2024
Nationality:
Irish
Age:
57 years
Role:
Global Chief Operating Officer And Uk Country Head
Appointed:
27/09/2023
Nationality:
British
Age:
50 years
Role:
Ceo
Appointed:
27/09/2023
Nationality:
French
Age:
56 years
Role:
Ceo
Appointed:
27/09/2022
Nationality:
British
Age:
51 years
Role:
Chief Executive Officer
Appointed:
27/09/2022
Nationality:
British
Age:
61 years
Role:
Regional Managing Partner London
Appointed:
15/09/2021
Nationality:
Irish
Age:
55 years
Role:
Ceo
Appointed:
27/01/2021
Nationality:
British
Age:
52 years
Role:
Chief Executive Officer
Appointed:
16/09/2020
Nationality:
British
Age:
50 years
Role:
Ceo
Appointed:
08/03/2019
Nationality:
British
Age:
57 years
People with Significant Control
| Name | Nature of Control | Notified On | Nationality | |
|---|---|---|---|---|
| No active PSCs found | ||||
No active PSCs found
Financial Accounts
| Dec 2023 | Dec 2022 | Dec 2021 | |
|---|---|---|---|
| Income Statement | |||
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| Export Revenue | |||
| Sales | |||
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| Depreciation | |||
| R&D Expenses | |||
| Operating Profit | |||
| EBITDA | |||
| Financial Revenue | |||
| Financial Expenses | |||
| Financial Profit/Loss | |||
| Interest Paid | |||
| Extraordinary Revenue | |||
| Extraordinary Expenses | |||
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| Pre-Tax Profit | |||
| Tax | |||
| Profit After Tax | |||
| Retained Profit | |||
| Balance Sheet | |||
| Non-Current Assets | |||
| Intangible Assets | |||
| Tangible Fixed Assets | |||
| Other Non-Current Assets | |||
| Current Assets | |||
| Stock | |||
| Debtors | |||
| Cash in Hand | |||
| Other Current Assets | |||
| Called Up Share Capital | |||
| P&L Account Reserve | |||
| Shareholder Funds | |||
| Other Shareholder Funds | |||
| Provisions | |||
| Long Term Debt | |||
| Creditors (> 1 year) | |||
| Other Non-Current Liabilities | |||
| Short Term Debt | |||
| Creditors | |||
| Creditors (< 1 year) | |||
| Other Current Liabilities | |||
| Key Metrics | |||
| Net Assets | |||
| Net Current Assets | |||
| Total Assets Less Current Liabilities | |||
| Working Capital | |||
| Enterprise Value | |||
| Added Value | |||
| Cashflow Before D&A | |||
| Other Information | |||
| Staff Costs | |||
| Number of Employees | |||
Charges
3 charges registered
Hsbc Bank PLC Outstanding
Created 02/10/2012A first fixed charge over all the rights, title, share and interest of the company in the hsbc stock...
Hsbc Bank PLC Outstanding
Created 12/12/2006A fixed charge over all the rights, title share abd interest of the company in the hsbc guaranteed c...
Properties
1 property
Regions
1
Freehold
0
Leasehold
1
GREATER LONDON
Second Floor Premises, Camomile Court, Camomile Street, London (EC3A 7LL)
Leasehold • EC3A 7LL
Added 03/11/2015 • CITY OF LONDON
Grants
No grant information available
Government Council Contracts Beta
No council contracts found
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 09/04/2025 | Officers | Termination Director Company With Name Termination Date | View (1 page) |
| 09/04/2025 | Officers | Termination Director Company With Name Termination Date | View (1 page) |
| 12/02/2025 | Officers | Appoint Person Director Company With Name Date | View (2 pages) |
| 19/12/2024 | Confirmation Statement | Confirmation Statement With No Updates | View (3 pages) |
| 19/11/2024 | Officers | Termination Director Company With Name Termination Date | View (1 page) |
| 19/11/2024 | Officers | Termination Director Company With Name Termination Date | View (1 page) |
| 19/11/2024 | Officers | Termination Director Company With Name Termination Date | View (1 page) |