Morningstar Wealth Administration Limited
- Company number
- 06016828
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 4 Dec 2006
- Nature of business
- Activities of open-ended investment companies
Activities auxiliary to financial intermediation n.e.c.
Fund management activities - Corporate group
- Morningstar Wealth Portfolio Services Limited (9 companies)
Registered office
Previous names
- Praemium Administration Limited (until 24 Aug 2022)
- Smart Operator Limited (until 21 Aug 2008)
- Smartfund Administration Limited (until 30 Nov 2016)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| DOBBS, Kevin Patrick | Director | 29 Apr 2026 | |
| LESTER, Benjamin James | Director | 11 Jan 2024 | |
| DIVITO, Christopher | Director | 6 Apr 2020 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Morningstar Wealth Portfolio Services Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
6 Apr 2016 |
Accounts
| Year ended | Net assets | Cash |
|---|---|---|
| 31 Dec 2024 | - | - |
| 31 Dec 2023 | - | - |
| 31 Dec 2022 | - | - |
| 30 Jun 2021 | - | - |
| 30 Jun 2020 | - | - |
| 30 Jun 2019 | - | - |
| 30 Jun 2018 | - | - |
| 30 Jun 2017 | - | - |
| 30 Jun 2016 | - | - |
| 30 Jun 2015 | - | - |
| 30 Jun 2014 | - | - |
| 30 Jun 2013 | - | - |
| 30 Jun 2012 | - | - |
| 30 Jun 2011 | - | - |
| 30 Jun 2010 | - | - |
| 30 Jun 2009 | - | - |
| 30 Jun 2008 | £2,084,155 | £1,788,753 |
| 30 Jun 2007 | - | - |
Connections
Owned by
Morningstar Wealth Administration Limited → Morningstar Wealth Portfolio Services Limited
Controls
- Morningstar Wealth Ema Trustees Limited (11525156)
- Morningstar Wealth Retirement Services Limited (03121034)
- Morningstar Wealth Retirement Trustees Limited (11353593)
- Morningstar Wealth Trustee Limited (09679410)
- Smart Investment Management Limited (08704800)
- Smartfund Nominees Ltd (07153417)
Directors’ other companies
- DIVITO, Christopher - Director at Morningstar Investment Management Europe Limited
- LESTER, Benjamin James - Director at Morningstar Wealth Software Limited
- LESTER, Benjamin James - Director at Morningstar Investment Management Europe Limited
- LESTER, Benjamin James - Director at Morningstar Wealth Retirement Services Limited
Companies at the same address
- Dbrs Ratings Limited (07139960)
- Morningstar Europe Limited (03995172)
- Morningstar Finance Limited (12368105)
- Morningstar Indexes Limited (11125661)
- Morningstar Investment Management Europe Limited (05732689)
- Morningstar Real-Time Data Limited (03135892)
- Morningstar UK Limited (04031849)
- Morningstar Wealth (UK) Limited (05362153)
- Morningstar Wealth Ema Trustees Limited (11525156)
- Morningstar Wealth Portfolio Services Limited (05362168)