The Investment Association

Active04343737 Private company limited by guarantee
Incorporated
20 December 2001 (24 years)
Previously known as
Investment Management Association (until 2 January 2015)
Industry
Activities of other membership organizations n.e.c. (94990)
Directors
Richard Oldfield
John David Owen
Accounts type
Group
Region
Greater London
Address
10 Norton Folgate
London
E1 6DB

Filing status

Accounts due
30 September 2027
Last accounts
31 December 2025
Conf. stmt due
2 January 2027
Last conf. stmt
19 December 2025

Charges

Total
3
Outstanding
3
Part satisfied
0
Satisfied
0

Officers 18 active

Officer details are public data from the Companies House register.

Director · Appointed 23 September 2026
Also at Coutts & Company, Coutts Finance Co., Coutts Charitable Foundation
British
Born May 1979 (47)
Oldfield, Richard
Director · Appointed 23 September 2026
British
Born June 1971 (55)
Owen, John David
Director · Appointed 1 July 2026
British
Born June 1979 (47)
Director · Appointed 6 May 2026
Also at Axa Investment Managers UK Limited, Axa Investment Managers GS Limited, BNP Paribas Asset Management Services Limited · more companies
French,British
Born June 1979 (47)
Adler, Eric
Director · Appointed 17 September 2025
American,French
Born August 1968 (58)
Director · Appointed 17 September 2025
Also at DWS Investments UK Limited
British
Born May 1975 (51)
Wiggins, Sasha Rebecca
Director · Appointed 17 September 2025
British
Born April 1974 (52)
Metters, Keith Edward
Director · Appointed 12 June 2025
American
Born November 1970
Director · Appointed 16 April 2025
Also at Vanguard Asset Management, Ltd.
American
Born August 1980 (46)
Director · Appointed 11 February 2025
Also at Jupiter Fund Management PLC · more companies
British
Born December 1975 (50)
Director · Appointed 25 September 2024
Also at Neuberger Berman Europe Limited
American
Born June 1969 (57)
Director · Appointed 25 September 2024
British
Born February 1971 (55)
Fitzpatrick, Mark Thomas
Director · Appointed 23 May 2024
Irish
Born April 1968 (58)
Prendergast, Ann
Director · Appointed 23 May 2024
Irish
Born June 1973 (53)
Pinto, Gilou Joseph
Director · Appointed 27 September 2023
French
Born May 1969 (57)
Macgillivray, Kirstie Sarah
Director · Appointed 27 September 2022
British
Born October 1973 (53)
Director · Appointed 27 January 2021
Also at Aviva Investors Global Services Limited, Aviva Investors Holdings Limited · more companies
British
Born August 1972 (54)
Knight, Jack Willoughby
Secretary · Appointed 1 March 2014
Officer history (102 former)
23 September 2026
Resigned Georgeson, Hans Iain as Director
23 September 2026
Appointed Oldfield, Richard as Director
23 September 2026
Appointed Crystal, Emma Linnea Mathilda as Director
23 September 2026
Resigned Elwell, Rachel Louisa as Director
1 July 2026
Appointed Owen, John David as Director
30 June 2026
Resigned Geddes, Paul Robert as Director
30 June 2026
Resigned Cummings, Christopher James as Director
6 May 2026
Appointed Karim, Ouajnat as Director
30 January 2026
Resigned Kasenally-O’driscoll, Nasreen Banu as Director
17 September 2025
Appointed Wiggins, Sasha Rebecca as Director
17 September 2025
Resigned Thomson, Patrick Macdonald as Director
17 September 2025
Resigned Zachary, Karen Denise as Director
17 September 2025
Appointed Alexander, Samantha as Director
17 September 2025
Appointed Adler, Eric as Director
12 June 2025
Appointed Metters, Keith Edward as Director
12 June 2025
Resigned O'Reilly, Catherine Mary as Director
16 April 2025
Appointed Cleborne, Jonathan Guy as Director
9 April 2025
Resigned Mccareins, John as Director
9 April 2025
Resigned Munro, Euan George as Director
11 February 2025
Appointed Beesley, Matthew Charles as Director
11 February 2025
Resigned Beesley, Matthew Charles as Director
11 February 2025
Appointed Beesley, Matthew Charles as Director
15 November 2024
Resigned Arona, Marcello as Director
25 September 2024
Appointed Melvin, Sarah Louise as Director
25 September 2024
Appointed Georgeson, Hans Iain as Director
25 September 2024
Appointed Geddes, Paul Robert as Director
25 September 2024
Resigned Scrimgeour, Michelle Sylvia as Director
25 September 2024
Appointed Malloy, Matthew Holian as Director
25 September 2024
Resigned Hagerty, Sean Patrick as Director
25 September 2024
Resigned Harrison, Peter as Director
15 June 2024
Resigned Bird, Stephen as Director
23 May 2024
Appointed Mccareins, John as Director
23 May 2024
Appointed Fitzpatrick, Mark Thomas as Director
23 May 2024
Appointed Prendergast, Ann as Director
23 May 2024
23 February 2024
Resigned Cohen, Stephen Harold as Director
10 January 2024
Resigned Altinger, Alexandra Maria as Director
27 September 2023
Resigned Hill, Christopher Frederick as Director
27 September 2023
Resigned Ring, Nicholas John as Director
27 September 2023
Resigned Elmasry, Hassan Ahmed as Director
27 September 2023
Appointed Pinto, Gilou Joseph as Director
27 September 2023
Appointed Arona, Marcello as Director
27 September 2023
Resigned Dzanis, Marie Ellen as Director
27 September 2023
Appointed Munro, Euan George as Director
27 September 2023
Appointed Kasenally-O’driscoll, Nasreen Banu as Director
27 September 2022
Appointed Macgillivray, Kirstie Sarah as Director
27 September 2022
Resigned D'Orgeval, Philipe as Director
27 September 2022
Appointed Ring, Nicholas John as Director
27 September 2022
Resigned Formica, Andrew James as Director
27 September 2022
Appointed Zachary, Karen Denise as Director
27 September 2022
Resigned Skeoch, Keith, Sir as Director
27 April 2022
Resigned Smits, Hanneke as Director
27 April 2022
Appointed Bird, Stephen as Director
15 September 2021
Resigned Carmignac, Maxime Chloe Paulina as Director
15 September 2021
Resigned Horrell, Peter John as Director
15 September 2021
Appointed Altinger, Alexandra Maria as Director
15 September 2021
Resigned Cohen, Michael Micha as Director
15 September 2021
Appointed O'Reilly, Catherine Mary as Director
15 September 2021
Appointed Hill, Christopher Frederick as Director
15 September 2021
Resigned Mcfarland, Kim Mary as Director
15 September 2021
Appointed Cohen, Stephen Harold as Director
15 September 2021
Resigned O'Shea, Michael Patrick as Director
15 September 2021
Appointed Hagerty, Sean Patrick as Director
15 September 2021
Appointed Harrison, Peter as Director
15 September 2021
Appointed Elmasry, Hassan Ahmed as Director
19 May 2021
Resigned Connellan, Caroline Mary as Director
22 February 2021
Resigned Lord, Rachel as Director
27 January 2021
Appointed Versey, Mark Richard Beavis as Director
6 January 2021
Appointed D'Orgeval, Philipe as Director
31 December 2020
Resigned Munro, Euan George as Director
7 December 2020
Resigned D'Orgeval, Philippe Le Barrois as Director
22 October 2020
Appointed Dzanis, Marie Ellen as Director
16 September 2020
Appointed Elwell, Rachel Louisa as Director
16 September 2020
Resigned Munro, Joanna Mary as Director
16 September 2020
Appointed Moreau, Nicolas Jean Marie Denis as Director
29 April 2020
Resigned Harrison, Peter as Director
6 January 2020
Resigned D'Orgeval, Philippe as Director
6 January 2020
Appointed D'Orgeval, Philippe as Director
5 December 2019
18 September 2019
Resigned Ahmad, Muhammad Irshaad as Director
18 September 2019
Appointed Formica, Andrew James as Director
8 March 2019
Appointed Skeoch, Keith, Sir as Director
8 March 2019
Appointed D'Orgeval, Philippe Le Barrois as Director
8 March 2019
Appointed Thomson, Patrick Macdonald as Director
15 January 2019
Resigned Schlossberg, Andrew Ryan as Director
3 December 2018
Resigned Berens, Jasper Luke as Director
31 October 2018
Resigned Watkins, Daniel as Director
19 September 2018
Appointed Scrimgeour, Michelle Sylvia as Director
19 September 2018
Resigned Zinkula, Mark Joseph as Director
19 September 2018
Appointed Connellan, Caroline Mary as Director
19 September 2018
Resigned Feeney, Paul William as Director
19 September 2018
Resigned Formica, Andrew James as Director
19 September 2018
Appointed Smits, Hanneke as Director
19 September 2018
Resigned Laing, Andrew Arthur as Director
19 September 2018
Appointed Watkins, Daniel as Director
9 November 2017
Appointed Lord, Rachel as Director
20 September 2017
20 September 2017
Appointed Schlossberg, Andrew Ryan as Director
1 May 2017
6 January 2017
Appointed Munro, Euan George as Director
15 December 2016
Resigned Armour, Gregory Mark as Director
21 September 2016
Resigned Corley, Elizabeth Pauline Lucy as Director
21 September 2016
Appointed Cummings, Christopher James as Director
4 November 2015
Appointed Horrell, Peter John as Director
7 October 2015
Resigned Godfrey, Daniel Charles as Director
8 September 2015
8 September 2015
Appointed Munro, Joanna Mary as Director
8 September 2015
Resigned Talbut, Robert Edwin as Director
8 September 2015
Resigned Skeoch, Norman Keith, Sir as Director
8 September 2015
Appointed Hoctor-Duncan, Alexander Charles as Director
8 September 2015
Appointed O'Shea, Michael Patrick as Director
8 September 2015
Appointed Feeney, Paul William as Director
8 September 2015
Appointed Mcfarland, Kim Mary as Director
8 September 2015
Appointed Cohen, Michael Micha as Director
8 September 2015
Resigned Chambers, Christopher Peter as Director
8 September 2015
Resigned Charrington, Nicholas James as Director
8 September 2015
Appointed Carmignac, Maxime Chloe Paulina as Director
25 June 2015
Resigned Nott, William John as Director
3 June 2015
Resigned Rampulla, Thomas Mark as Director
30 January 2015
Appointed Harrison, Peter as Director
18 November 2014
Resigned Brown, Alan John as Director
3 September 2014
Resigned Mullan, Alan Hugh, Mr. as Director
3 September 2014
Appointed Berens, Jasper Luke as Director
3 September 2014
Appointed Armour, Gregory Mark as Director
3 September 2014
Appointed Williams, Gervais Peter Englesbe as Director
3 September 2014
Appointed Talbut, Robert Edwin as Director
3 September 2014
Resigned Semaya, David Jonathan as Director
3 September 2014
Resigned Fleming, Campbell as Director
3 September 2014
Resigned Du Toit, Hendrik Jacobus as Director
30 June 2014
30 June 2014
Resigned Ferrans, Douglas as Director
1 March 2014
Appointed Knight, Jack Willoughby as Secretary
1 March 2014
Resigned Smith, Carolyn Patricia as Secretary
5 June 2013
Resigned Yerbury, Robert John as Director
5 June 2013
Appointed Rampulla, Thomas Mark as Director
5 June 2013
Appointed Ahmad, Muhammad Irshaad as Director
31 December 2012
Resigned Chene, Claude Andre as Director
1 December 2012
Resigned Saunders, Richard Berry as Director
1 December 2012
Appointed Godfrey, Daniel Charles as Director
11 September 2012
Resigned Morrisey, Helena as Director
11 September 2012
Resigned Dromer, Alain Henri as Director
11 September 2012
Appointed Zinkula, Mark Joseph as Director
11 September 2012
Appointed Mullan, Alan Hugh, Mr. as Director
29 March 2012
Resigned Smith, William James as Director
29 March 2012
Appointed Laing, Andrew Arthur as Director
29 March 2012
Appointed Formica, Andrew James as Director
14 June 2011
Resigned Kushel, John Richard as Director
14 June 2011
Appointed Charrington, Nicholas James as Director
8 December 2010
Appointed Corley, Elizabeth Pauline Lucy as Director
8 June 2010
Resigned Trevers, Ian James as Director
8 June 2010
Appointed Kushel, John Richard as Director
8 June 2010
Appointed Chene, Claude Andre as Director
8 June 2010
Resigned Stemp, Matthew Thomas as Director
8 June 2010
Appointed Fleming, Campbell as Director
31 December 2009
Resigned Jenkins, Robert Warren as Director
28 October 2009
Appointed Brown, Alan John as Director
19 May 2009
Appointed Du Toit, Hendrik Jacobus as Director
19 May 2009
Resigned Annable, Matthew John as Director
19 May 2009
Resigned Bonham Carter, Edward Henry as Director
19 May 2009
19 May 2009
Resigned Ellis, Simon Charles as Director
19 May 2009
Appointed Dromer, Alain Henri as Director
19 May 2009
Appointed Semaya, David Jonathan as Director
20 May 2008
Appointed Stemp, Matthew Thomas as Director
20 May 2008
Resigned Troiano, John Alexander as Director
5 March 2008
Appointed Trevers, Ian James as Director
12 December 2007
Resigned Wastcoat, Richard Carleton as Director
22 May 2007
Appointed Skeoch, Norman Keith, Sir as Director
22 May 2007
Resigned Jones, Keith as Director
22 May 2007
Resigned Mckintock, Michael George Alexander as Director
22 May 2007
Resigned Criticos, Nick as Director
22 May 2007
Appointed Nott, William John as Director
22 May 2007
Appointed Chambers, Christopher Peter as Director
22 May 2007
Resigned Davies, Simon Howard as Director
10 April 2007
Resigned Phillips, Christopher Martin as Director
17 January 2007
Appointed Jenkins, Robert Warren as Director
17 January 2007
Resigned Shaughnessy, Gary Paul John as Director
17 January 2007
Appointed Wastcoat, Richard Carleton as Director
25 May 2006
Appointed Yerbury, Robert John as Director
25 May 2006
Appointed Annable, Matthew John as Director
25 May 2006
Appointed Troiano, John Alexander as Director
24 May 2006
Resigned Mclatchie, Colin as Director
24 May 2006
Appointed Shaughnessy, Gary Paul John as Director
24 May 2006
Resigned Bateman, Barry Richard James as Director
31 December 2005
Resigned Breedon, Timothy James as Director
25 May 2005
Appointed Phillips, Christopher Martin as Director
25 May 2005
Appointed Morrisey, Helena as Director
25 May 2005
Appointed Mclatchie, Colin as Director
25 May 2005
Resigned Horlick, Richard Miles Andrew as Director
25 May 2005
Appointed Ferrans, Douglas as Director
25 May 2005
Resigned Watson, Anthony as Director
25 May 2005
Appointed Smith, William James as Director
25 May 2005
Resigned Tomlinson, Lindsay Peter as Director
12 October 2004
Resigned Webb, Michael Mark as Director
12 October 2004
Resigned Wood, Gordon Craig as Director
8 June 2004
Resigned Farquharson, Charles Bowen as Director
8 June 2004
Resigned Mcintosh, Leslie Kynoch as Director
8 June 2004
Appointed Bonham Carter, Edward Henry as Director
8 June 2004
Appointed Horlick, Richard Miles Andrew as Director
8 June 2004
Appointed Mckintock, Michael George Alexander as Director
8 June 2004
Appointed Breedon, Timothy James as Director
1 December 2003
Appointed Smith, Carolyn Patricia as Secretary
30 November 2003
Resigned Michell, Alison Mary as Secretary
14 October 2003
Resigned Jolliffe, Ian as Director
14 October 2003
Appointed Mcintosh, Leslie Kynoch as Director
14 May 2003
14 May 2003
Resigned Burton, Alan Christopher as Director
14 May 2003
Appointed Ellis, Simon Charles as Director
14 May 2003
Appointed Jones, Keith as Director
29 January 2002
Appointed Saunders, Richard Berry as Director
20 December 2001
Appointed Jolliffe, Ian as Director
20 December 2001
Appointed Wood, Gordon Craig as Director
20 December 2001
Appointed Tomlinson, Lindsay Peter as Director
20 December 2001
Appointed Webb, Michael Mark as Director
20 December 2001
Appointed Watson, Anthony as Director
20 December 2001
Appointed Farquharson, Charles Bowen as Director
20 December 2001
Appointed Bateman, Barry Richard James as Director
20 December 2001
Appointed Michell, Alison Mary as Secretary
20 December 2001
Appointed Criticos, Nick as Director
20 December 2001
Appointed Collins, Crispian Hilary Vincent as Director
20 December 2001
Appointed Davies, Simon Howard as Director
20 December 2001
Appointed Burton, Alan Christopher as Director

Ownership 0 active

People and entities with significant control, from the Companies House PSC register

The company has declared that it has no person with significant control.

Holdings 2

Companies where The Investment Association is registered as a person with significant control

Owns 75–100% of shares (as a firm)
Active
Active

Filings

Recent filings only. See the full history on Companies House

DateDescriptionMade Up ToPagesPDF
16 July 2026Termination of appointment of a director
16 July 2026Appointment of a director
23 June 2026Group of companies' accounts31 December 2025
12 May 2026Appointment of a director
30 January 2026Termination of appointment of a director
Show all recent filings

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