russell investments limited Company Information
Company Number
02086230
Next Accounts
Sep 2025
Industry
Other financial service activities, except insurance and pension funding, (not including security dealing on own account and factoring) n.e.c.
Shareholders
russell investments systems limited
Group Structure
View All
Contact
Registered Address
rex house, 10 regent street, london, SW1Y 4PE
Website
www.russellinvestments.comrussell investments limited Estimated Valuation
Pomanda estimates the enterprise value of RUSSELL INVESTMENTS LIMITED at £640.4m based on a Turnover of £151.3m and 4.23x industry multiple (adjusted for size and gross margin).
russell investments limited Estimated Valuation
Pomanda estimates the enterprise value of RUSSELL INVESTMENTS LIMITED at £0 based on an EBITDA of £-5.6m and a 15.62x industry multiple (adjusted for size and gross margin).
russell investments limited Estimated Valuation
Pomanda estimates the enterprise value of RUSSELL INVESTMENTS LIMITED at £21.6m based on Net Assets of £16.4m and 1.31x industry multiple (adjusted for liquidity).
Edit your figures and get a professional valuation report.
Russell Investments Limited Overview
Russell Investments Limited is a live company located in london, SW1Y 4PE with a Companies House number of 02086230. It operates in the financial intermediation not elsewhere classified sector, SIC Code 64999. Founded in December 1986, it's largest shareholder is russell investments systems limited with a 100% stake. Russell Investments Limited is a mature, mega sized company, Pomanda has estimated its turnover at £151.3m with high growth in recent years.
Upgrade for unlimited company reports & a free credit check
Russell Investments Limited Health Check
Pomanda's financial health check has awarded Russell Investments Limited a 4 rating. We use a traffic light system to show it exceeds the industry average on 6 measures and has 3 areas for improvement. Company Health Check FAQs
6 Strong
1 Regular
3 Weak
Size
annual sales of £151.3m, make it larger than the average company (£5.5m)
£151.3m - Russell Investments Limited
£5.5m - Industry AVG
Growth
3 year (CAGR) sales growth of 15%, show it is growing at a faster rate (4.9%)
15% - Russell Investments Limited
4.9% - Industry AVG
Production
with a gross margin of 100%, this company has a lower cost of product (54%)
100% - Russell Investments Limited
54% - Industry AVG
Profitability
an operating margin of -3.7% make it less profitable than the average company (9.1%)
-3.7% - Russell Investments Limited
9.1% - Industry AVG
Employees
with 135 employees, this is above the industry average (14)
135 - Russell Investments Limited
14 - Industry AVG
Pay Structure
on an average salary of £168.6k, the company has a higher pay structure (£82.7k)
£168.6k - Russell Investments Limited
£82.7k - Industry AVG
Efficiency
resulting in sales per employee of £1.1m, this is more efficient (£224.3k)
£1.1m - Russell Investments Limited
£224.3k - Industry AVG
Debtor Days
it gets paid by customers after 3 days, this is earlier than average (33 days)
3 days - Russell Investments Limited
33 days - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- - Russell Investments Limited
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- - Russell Investments Limited
- - Industry AVG
Cash Balance
has cash to cover current liabilities for 18 weeks, this is less cash available to meet short term requirements (30 weeks)
18 weeks - Russell Investments Limited
30 weeks - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 73.9%, this is a similar level of debt than the average (70.1%)
73.9% - Russell Investments Limited
70.1% - Industry AVG
RUSSELL INVESTMENTS LIMITED financials
Russell Investments Limited's latest turnover from December 2023 is £151.3 million and the company has net assets of £16.4 million. According to their latest financial statements, Russell Investments Limited has 135 employees and maintains cash reserves of £16.5 million as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | Dec 2013 | Dec 2012 | Dec 2011 | Dec 2010 | Dec 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Turnover | 151,269,257 | 175,545,795 | 132,620,623 | 98,642,468 | 104,624,370 | 97,825,154 | 102,548,074 | 103,494,088 | 102,352,514 | 96,654,362 | 91,617,939 | 73,199,647 | 75,856,760 | 92,099,123 | 87,483,915 |
Other Income Or Grants | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |||||
Cost Of Sales | 0 | 0 | 11,632,388 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |||||
Gross Profit | 151,269,257 | 175,545,795 | 120,988,235 | 98,642,468 | 104,624,370 | 97,825,154 | 102,548,074 | 103,494,088 | 102,352,514 | 96,654,362 | |||||
Admin Expenses | 156,828,008 | 177,739,636 | 118,341,776 | 91,296,294 | 90,100,348 | 89,543,121 | 97,662,991 | 100,147,848 | 95,661,677 | 95,133,335 | |||||
Operating Profit | -5,558,751 | -2,193,841 | 2,646,459 | 7,346,174 | 14,524,022 | 8,282,033 | 4,885,083 | 3,346,240 | 6,690,837 | 1,521,027 | 4,444,267 | -3,545,859 | -7,281,418 | -5,939,180 | 1,018,781 |
Interest Payable | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 34,133 | 40,960 |
Interest Receivable | 793,624 | 445,323 | 148,012 | 301,212 | 668,560 | 1,109,601 | 804,059 | 75,304 | 69,661 | 36,389 | 27,024 | 26,765 | 34,145 | 80,242 | 144,202 |
Pre-Tax Profit | -4,765,127 | -1,748,518 | 2,794,471 | 7,647,386 | 15,192,582 | 9,391,634 | 5,689,142 | 3,421,544 | 7,209,999 | 1,557,416 | 4,471,291 | -3,519,094 | -7,247,273 | -5,893,071 | 1,122,023 |
Tax | -92,182 | -497,515 | -411,691 | -952,586 | -2,713,515 | -1,428,483 | -643,989 | -420,621 | -1,618,797 | -456,831 | -1,347,708 | -512,830 | -248,461 | 2,477,126 | -2,578,967 |
Profit After Tax | -4,857,309 | -2,246,033 | 2,382,780 | 6,694,800 | 12,479,067 | 7,963,151 | 5,045,153 | 3,000,923 | 5,591,202 | 1,100,585 | 3,123,583 | -4,031,924 | -7,495,734 | -3,415,945 | -1,456,944 |
Dividends Paid | 0 | 0 | 5,000,000 | 12,500,000 | 12,000,000 | 5,500,000 | 0 | 13,020,906 | 0 | 0 | 0 | 0 | 0 | 7,000,000 | 0 |
Retained Profit | -4,857,309 | -2,246,033 | -2,617,220 | -5,805,200 | 479,067 | 2,463,151 | 5,045,153 | -10,019,983 | 5,591,202 | 1,100,585 | 3,123,583 | -4,031,924 | -7,495,734 | -10,415,945 | -1,456,944 |
Employee Costs | 22,763,493 | 25,445,873 | 23,726,596 | 23,119,697 | 22,739,684 | 24,408,338 | 27,631,680 | 28,677,934 | 31,320,129 | 38,555,160 | 28,049,579 | 25,140,290 | 27,367,429 | 25,773,121 | 19,376,365 |
Number Of Employees | 135 | 138 | 134 | 144 | 143 | 137 | 159 | 169 | 159 | 163 | 149 | 142 | 146 | 143 | 151 |
EBITDA* | -5,556,275 | -2,182,418 | 2,662,696 | 7,363,497 | 14,525,871 | 8,287,882 | 4,905,935 | 3,396,762 | 6,759,110 | 1,599,608 | 4,487,498 | -3,502,842 | -7,244,170 | -5,914,557 | 1,058,746 |
* Earnings Before Interest, Tax, Depreciation and Amortisation
Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | Dec 2013 | Dec 2012 | Dec 2011 | Dec 2010 | Dec 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Tangible Assets | 0 | 9,748 | 20,497 | 38,732 | 9,812 | 0 | 5,891 | 25,992 | 148,085 | 228,791 | 306,175 | 166,644 | 235,155 | 55,764 | 77,780 |
Intangible Assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Investments & Other | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Debtors (Due After 1 year) | 3,911,570 | 3,599,500 | 3,500,000 | 3,500,000 | 6,500,000 | 14,000,000 | 14,700,000 | 10,000,000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Total Fixed Assets | 3,911,570 | 3,609,248 | 3,520,497 | 3,538,732 | 6,509,812 | 14,000,000 | 14,705,891 | 10,025,992 | 148,085 | 228,791 | 306,175 | 166,644 | 235,155 | 55,764 | 77,780 |
Stock & work in progress | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Trade Debtors | 1,342,964 | 990,432 | 3,423,671 | 701,192 | 3,491,611 | 1,625,488 | 336,887 | 1,373,315 | 1,160,236 | 1,069,011 | 4,851,337 | 6,696,174 | 4,883,285 | 14,920,572 | 11,188,330 |
Group Debtors | 4,184,180 | 3,207,791 | 8,792,119 | 10,628,582 | 15,478,458 | 8,959,776 | 5,455,330 | 3,577,464 | 12,826,391 | 12,690,953 | 8,843,780 | 2,059,822 | 1,871,566 | 481,322 | 2,010,418 |
Misc Debtors | 36,959,262 | 36,135,191 | 30,035,267 | 14,952,028 | 14,785,837 | 12,338,515 | 14,479,959 | 16,765,689 | 13,949,459 | 14,338,774 | 7,383,031 | 7,144,484 | 10,701,802 | 9,244,311 | 5,180,689 |
Cash | 16,452,322 | 32,968,552 | 25,577,384 | 11,199,179 | 5,377,877 | 9,284,791 | 11,253,965 | 14,514,187 | 28,327,186 | 14,747,565 | 14,002,743 | 12,081,862 | 9,412,590 | 17,292,903 | 26,876,741 |
misc current assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
total current assets | 58,938,728 | 73,301,966 | 67,828,441 | 37,480,981 | 39,133,783 | 32,208,570 | 31,526,141 | 36,230,655 | 56,263,272 | 42,846,303 | 35,080,891 | 27,982,342 | 26,869,243 | 41,939,108 | 45,256,178 |
total assets | 62,850,298 | 76,911,214 | 71,348,938 | 41,019,713 | 45,643,595 | 46,208,570 | 46,232,032 | 46,256,647 | 56,411,357 | 43,075,094 | 35,387,066 | 28,148,986 | 27,104,398 | 41,994,872 | 45,333,958 |
Bank overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Bank loan | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Trade Creditors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Group/Directors Accounts | 5,715,193 | 3,230,843 | 2,407,448 | 4,277,115 | 1,590,414 | 1,986,402 | 3,686,566 | 6,966,642 | 3,039,070 | 36,508 | 795,291 | 947,624 | 1,627,165 | 5,819,588 | 4,582,597 |
other short term finances | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
other current liabilities | 40,407,986 | 52,109,452 | 50,564,948 | 15,964,337 | 16,246,208 | 17,040,498 | 17,935,547 | 19,151,805 | 22,515,077 | 18,261,736 | 16,780,010 | 13,281,633 | 13,433,698 | 20,096,480 | 18,641,536 |
total current liabilities | 46,123,179 | 55,340,295 | 52,972,396 | 20,241,452 | 17,836,622 | 19,026,900 | 21,622,113 | 26,118,447 | 25,554,147 | 18,298,244 | 17,575,301 | 14,229,257 | 15,060,863 | 25,916,068 | 23,224,133 |
loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
hp & lease commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Accruals and Deferred Income | 301,018 | 169,066 | 321,492 | 300,907 | 279,301 | 273,991 | 279,080 | 986,129 | 1,064,245 | 93,144 | 994,912 | 803,807 | 575,131 | 1,011,197 | 851,367 |
other liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
provisions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
total long term liabilities | 301,018 | 169,066 | 321,492 | 300,907 | 279,301 | 273,991 | 279,080 | 986,129 | 1,064,245 | 93,144 | 994,912 | 803,807 | 575,131 | 1,011,197 | 851,367 |
total liabilities | 46,424,197 | 55,509,361 | 53,293,888 | 20,542,359 | 18,115,923 | 19,300,891 | 21,901,193 | 27,104,576 | 26,618,392 | 18,391,388 | 18,570,213 | 15,033,064 | 15,635,994 | 26,927,265 | 24,075,500 |
net assets | 16,426,101 | 21,401,853 | 18,055,050 | 20,477,354 | 27,527,672 | 26,907,679 | 24,330,839 | 19,152,071 | 29,792,965 | 24,683,706 | 16,816,853 | 13,115,922 | 11,468,404 | 15,067,607 | 21,258,458 |
total shareholders funds | 16,426,101 | 21,401,853 | 18,055,050 | 20,477,354 | 27,527,672 | 26,907,679 | 24,330,839 | 19,152,071 | 29,792,965 | 24,683,706 | 16,816,853 | 13,115,922 | 11,468,404 | 15,067,607 | 21,258,458 |
Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | Dec 2013 | Dec 2012 | Dec 2011 | Dec 2010 | Dec 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Operating Activities | |||||||||||||||
Operating Profit | -5,558,751 | -2,193,841 | 2,646,459 | 7,346,174 | 14,524,022 | 8,282,033 | 4,885,083 | 3,346,240 | 6,690,837 | 1,521,027 | 4,444,267 | -3,545,859 | -7,281,418 | -5,939,180 | 1,018,781 |
Depreciation | 2,476 | 11,423 | 16,237 | 17,323 | 1,849 | 5,849 | 20,852 | 50,522 | 68,273 | 78,581 | 43,231 | 43,017 | 37,248 | 24,623 | 39,965 |
Amortisation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax | -92,182 | -497,515 | -411,691 | -952,586 | -2,713,515 | -1,428,483 | -643,989 | -420,621 | -1,618,797 | -456,831 | -1,347,708 | -512,830 | -248,461 | 2,477,126 | -2,578,967 |
Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Debtors | 2,465,062 | -1,818,143 | 15,969,255 | -10,474,104 | 3,332,127 | 1,951,603 | 3,255,708 | 3,780,382 | -162,652 | 7,020,590 | 5,177,668 | -1,556,173 | -7,189,552 | 6,266,768 | 18,379,437 |
Creditors | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Accruals and Deferred Income | -11,569,514 | 1,392,078 | 34,621,196 | -260,265 | -788,980 | -900,138 | -1,923,307 | -3,441,388 | 5,224,442 | 579,958 | 3,689,482 | 76,611 | -7,098,848 | 1,614,774 | 19,492,903 |
Deferred Taxes & Provisions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Cash flow from operations | -19,683,033 | 530,288 | 20,902,946 | 16,624,750 | 7,691,249 | 4,007,658 | -917,069 | -4,245,629 | 10,527,407 | -5,297,855 | 1,651,604 | -2,382,888 | -7,401,927 | -8,089,425 | -406,755 |
Investing Activities | |||||||||||||||
capital expenditure | |||||||||||||||
Change in Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
cash flow from investments | |||||||||||||||
Financing Activities | |||||||||||||||
Bank loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Group/Directors Accounts | 2,484,350 | 823,395 | -1,869,667 | 2,686,701 | -395,988 | -1,700,164 | -3,280,076 | 3,927,572 | 3,002,562 | -758,783 | -152,333 | -679,541 | -4,192,423 | 1,236,991 | 4,582,597 |
Other Short Term Loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Long term loans | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Hire Purchase and Lease Commitments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
other long term liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
share issue | |||||||||||||||
interest | 793,624 | 445,323 | 148,012 | 301,212 | 668,560 | 1,109,601 | 804,059 | 75,304 | 69,661 | 36,389 | 27,024 | 26,765 | 34,145 | 46,109 | 103,242 |
cash flow from financing | 3,159,531 | 6,861,554 | -1,526,739 | 1,742,795 | 413,498 | -476,874 | -2,342,402 | 3,381,965 | 2,590,280 | 6,043,874 | 452,039 | 5,026,666 | -261,747 | 5,508,194 | 27,401,241 |
cash and cash equivalents | |||||||||||||||
cash | -16,516,230 | 7,391,168 | 14,378,205 | 5,821,302 | -3,906,914 | -1,969,174 | -3,260,222 | -13,812,999 | 13,579,621 | 744,822 | 1,920,881 | 2,669,272 | -7,880,313 | -9,583,838 | 26,876,741 |
overdraft | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
change in cash | -16,516,230 | 7,391,168 | 14,378,205 | 5,821,302 | -3,906,914 | -1,969,174 | -3,260,222 | -13,812,999 | 13,579,621 | 744,822 | 1,920,881 | 2,669,272 | -7,880,313 | -9,583,838 | 26,876,741 |
russell investments limited Credit Report and Business Information
Russell Investments Limited Competitor Analysis
Perform a competitor analysis for russell investments limited by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other mega companies, companies in SW1Y area or any other competitors across 12 key performance metrics.
russell investments limited Ownership
RUSSELL INVESTMENTS LIMITED group structure
Russell Investments Limited has no subsidiary companies.
Ultimate parent company
RUSSELL INVESTMENTS CAYMAN MIDCO LTD
#0053078
2 parents
RUSSELL INVESTMENTS LIMITED
02086230
russell investments limited directors
Russell Investments Limited currently has 5 directors. The longest serving directors include Mr Gerard Fitzpatrick (Feb 2017) and Mr David Rae (Mar 2020).
officer | country | age | start | end | role |
---|---|---|---|---|---|
Mr Gerard Fitzpatrick | 52 years | Feb 2017 | - | Director | |
Mr David Rae | 50 years | Mar 2020 | - | Director | |
Mr Haris Chacholiades | England | 59 years | Oct 2020 | - | Director |
Mr Vernon Barback | 68 years | Dec 2022 | - | Director | |
Mrs Kerry French | 46 years | May 2023 | - | Director |
P&L
December 2023turnover
151.3m
-14%
operating profit
-5.6m
+153%
gross margin
100%
0%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
December 2023net assets
16.4m
-0.23%
total assets
62.9m
-0.18%
cash
16.5m
-0.5%
net assets
Total assets minus all liabilities
russell investments limited company details
company number
02086230
Type
Private limited with Share Capital
industry
64999 - Other financial service activities, except insurance and pension funding, (not including security dealing on own account and factoring) n.e.c.
incorporation date
December 1986
age
38
incorporated
UK
ultimate parent company
accounts
Full Accounts
last accounts submitted
December 2023
previous names
frank russell company limited (August 2005)
russell securities london limited (February 1988)
accountant
-
auditor
PRICEWATERHOUSECOOPERS LLP
address
rex house, 10 regent street, london, SW1Y 4PE
Bank
NATIONAL WESTMINSTER BANK PLC
Legal Advisor
-
russell investments limited Charges & Mortgages
A charge, or mortgage, refers to the rights a company gives to a lender in return for a loan, often in the form of security given over business assets.
We did not find charges/mortgages relating to russell investments limited.
russell investments limited Capital Raised & Share Issues BETA
When a company issues new shares, e.g. to new investors following a funding round, it is required to notify Companies House within one month of making an allotment of shares.
Click to start generating capital raising & share issue transactions for RUSSELL INVESTMENTS LIMITED. This can take several minutes, an email will notify you when this has completed.
russell investments limited Companies House Filings - See Documents
date | description | view/download |
---|