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BELLEVUE ASSET MANAGEMENT (UK) LTD Financials

Company number
09170990Copy
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Registered office
24th Floor The Shard, 32 London Bridge Street, London SE1 9SG
Incorporated
12/08/2014

Company snapshot

Status
Active
Employees
7 (2025)
Latest financial data
2025
Accounts type
Full

Financial highlights

Latest reported figures. Okredo holds filed data for 2021–2025.

Net Assets

£3.81M2025
-4.34%vs 2024

2024: £3.99M

Total Assets

£4.65M2025
-25.30%vs 2024

2024: £6.23M

Cash in Bank

£3.34M2025
-38.05%vs 2024

2024: £5.39M

Total Liabilities

£948.35K2025
-59.45%vs 2024

2024: £2.34M

Employees

72025
-1vs 2024

2024: 8

In 2025, BELLEVUE ASSET MANAGEMENT (UK) LTD reported net assets of £3.81M. The same filing shows total assets of £4.65M, cash in bank of £3.34M and total liabilities of £948.35K. Reported headcount was 7 in 2025. Cash in Bank fell from £5.39M in 2024 to £3.34M in 2025 (-38.05%). Okredo holds filed figures for 2021–2025; the table below lists every reported indicator by year. See every reported indicator by year.

Financial performance

Pick a measure to see how it has moved across the reported years, with the year-on-year change beneath it.

Net Assets

£3.81M2025
-4.34%from £3.99M in 2024

Year-on-year change

Net Assets as filed for 2021–2025. Every figure in this chart is also in the financial history table.

3-year financial trend (2023–2025)

How the figures BELLEVUE ASSET MANAGEMENT (UK) LTD filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.

Net Assets

£12.05M2023£3.81M2025
-68.3%vs 2023

-43.7% a year compound (CAGR)

Cash in Bank

£6.37M2023£3.34M2025
-47.6%vs 2023

-27.6% a year compound (CAGR)

Total Assets

£15.19M2023£4.65M2025
-69.4%vs 2023

-44.7% a year compound (CAGR)

Total Liabilities

£3.45M2023£948.35K2025
-72.5%vs 2023

-47.6% a year compound (CAGR)

Employees

9202372025
-22.2%vs 2023-2

Biggest decrease

Total Liabilities-72.5%

£3.45M in 2023 to £948.35K in 2025

Every indicator Okredo holds for BELLEVUE ASSET MANAGEMENT (UK) LTD fell between 2023 and 2025. The steepest fall came in total liabilities, pointing to lighter outstanding obligations, with net assets, cash in bank, total assets and employee numbers falling alongside it. See the full year-by-year figures.

Ratios from the filed figures

Calculated from BELLEVUE ASSET MANAGEMENT (UK) LTD's own reported amounts, each shown against the year it was derived from — nothing here is estimated or industry-averaged.

Net assets to total assets
81.96%2025

Reported net assets divided by reported total assets, for the latest year both were filed. Shows how much of the asset base is not financed by liabilities.

Liabilities to total assets
20.39%2025

Total liabilities divided by reported total assets, for the latest year both were available. Shows how much of the asset base is funded by obligations.

Cash to liabilities
351.79%2025

Reported cash in bank divided by total liabilities for the same year. Shows what share of outstanding obligations the reported cash balance would cover.

Cash to total assets
71.72%2025

Reported cash in bank divided by reported total assets, for the latest year both were filed.

Revenue per employee
£404.37K2025

Reported turnover divided by the reported average number of employees, for the latest year both were filed. Shows how much revenue the business generates per employee.

Financial history

Every indicator Okredo tracks, year by year.

Reported financial indicators for BELLEVUE ASSET MANAGEMENT (UK) LTD by year. Amounts are as filed; a dash means the figure was not reported for that year.

Indicator20212022202320242025
Net Assets£4.71M8.98M12.05M3.99M3.81M
Total Assets£10.60M13.33M15.19M6.23M4.65M
Cash in Bank£5.51M4.74M6.37M5.39M3.34M
Total Liabilities£5.94M4.37M3.45M2.34M948.35K
Employees2,020–987

BELLEVUE ASSET MANAGEMENT (UK) LTD financials: frequently asked questions

Answered from this company's own filed figures.

Has BELLEVUE ASSET MANAGEMENT (UK) LTD filed financial statements?

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Yes. Okredo holds filed figures for BELLEVUE ASSET MANAGEMENT (UK) LTD covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.

What net assets did BELLEVUE ASSET MANAGEMENT (UK) LTD report in 2025?

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BELLEVUE ASSET MANAGEMENT (UK) LTD reported net assets of £3.81M for 2025. That compares with £3.99M in 2024, a change of -4.34%.

What total assets did BELLEVUE ASSET MANAGEMENT (UK) LTD report in 2025?

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BELLEVUE ASSET MANAGEMENT (UK) LTD reported total assets of £4.65M for 2025. That compares with £6.23M in 2024, a change of -25.30%.

What cash in bank did BELLEVUE ASSET MANAGEMENT (UK) LTD report in 2025?

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BELLEVUE ASSET MANAGEMENT (UK) LTD reported cash in bank of £3.34M for 2025. That compares with £5.39M in 2024, a change of -38.05%.

How many people does BELLEVUE ASSET MANAGEMENT (UK) LTD employ?

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BELLEVUE ASSET MANAGEMENT (UK) LTD reported 7 employees in 2025, compared with 8 in 2024.

How have BELLEVUE ASSET MANAGEMENT (UK) LTD financials changed over the last 3 years?

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Between 2023 and 2025, BELLEVUE ASSET MANAGEMENT (UK) LTD's net assets fell by 68.3%, cash in bank fell by 47.6%, total assets fell by 69.4% and total liabilities fell by 72.5%. Net assets contracted at 43.7% a year across the two years to 2025, from £12.05M to £3.81M. Reported headcount went from 9 in 2023 to 7 in 2025 (-2).

Which years of BELLEVUE ASSET MANAGEMENT (UK) LTD financial data are available?

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Okredo holds reported figures for the years 2021, 2022, 2023, 2024, 2025. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.