Wise Funds Limited
- Company number
- 10397571
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 27 Sep 2016
- Nature of business
- Activities of open-ended investment companies
Fund management activities
Registered office
Previous names
- Fund Wisdom Limited (until 6 Jun 2017)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| MATTHEWS, Philip | Director | 30 Jun 2021 | |
| ROPERS, Vincent | Director | 2 Jan 2018 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Ms Kirsty Louise Lawson | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
27 Sep 2016 | 1 Jun 2017 |
| The Oak Investment Partnership Limited | Ownership Of Shares 75 To 100 Percent | 1 Jun 2017 | 30 Jul 2021 |
| Wf Employee Ownership Trustee Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
30 Jul 2021 |
Accounts
| Year ended | Turnover | Net assets | Cash | Employees |
|---|---|---|---|---|
| 31 Dec 2025 | - | £1,000,000 | £1,496,464 | 0 |
| 31 Dec 2024 | - | £1,537,483 | £1,572,712 | 4 |
| 31 Dec 2023 | - | £1,537,483 | £1,701,696 | 4 |
| 31 Dec 2022 | £1,084,676 | £1,537,483 | £1,792,776 | 5 |
| 31 Dec 2021 | £1,032,792 | £1,523,775 | £1,972,403 | 6 |
| 31 Dec 2020 | - | - | - | - |
| 31 Dec 2019 | - | - | - | - |
| 31 Dec 2018 | - | - | - | - |
| 31 Dec 2017 | - | - | - | - |
Connections
Owned by
Wise Funds Limited → WF Employee Ownership Trustee Limited