B.P. Marsh & Partners PLC (BPM)
Industry Asset Management
This stock can be held in an Investment ISA, SIPP and Investment Account
Sell
660.00p
Buy
670.00p
5.00p (+0.76%)
B.P. Marsh & Partners PLC is a venture capital provider to early stage financial services businesses. The company also consider investing in start-ups, management buy-outs, management buy-ins, hive-offs and similar opportunities.
Prices updated at 16 May 2025, 17:15 BST
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Important documents: Please ensure that you have read the Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and
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- Financials
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- Profile
Sector
Financial Services
Industry
Asset Management
Chairman
Mr. Brian P Marsh OBE
CEO
-
Most recent earnings
31 Jan 2024
Fiscal year end
31 Jan 2024
Employees
16
Head office
4 Matthew Parker Street
London
United Kingdom
SW1H 9NP
Key personnel
Owner name | Salary | Bonus | All other compensation | Total compensation | Restricted stock award |
---|---|---|---|---|---|
Mr. Pankaj Bhagwanji Lakhani Non-Executive Director | - | - | - | 0.08m | - |
Mr. Nicholas Hugh Carter Non-Executive Director | - | - | - | 0.06m | - |
Ms. Alice Hannah Daisy Foulk Executive Director, Managing Director | - | - | - | - | - |
Mr. Daniel John Topping Executive Director, Chief Investment Officer | - | - | - | - | - |
Ms. Francesca Louise Chappell Executive Director, Chief Financial Officer | - | - | - | - | - |
Mr. Brian P Marsh OBE Executive Director, Chairman | - | - | - | - | - |
Top 5 shareholders
Owner name | No. of shares | Share as % of port. | Last change | Portfolio % change | Date of portfolio | % Total assets |
---|---|---|---|---|---|---|
Heritage Capital Management Ltd (UK) | 106,750 | 2.0327 | - | - | 30 Apr 2025 | 0.29 |
SVS Heritage Balanced | 106,750 | 2.0327 | - | - | 30 Apr 2025 | 0.29 |
Xponance | 28,764 | 0.02661 | 11098 | - | 30 Apr 2025 | 0.08 |
Xponance EAFE Strategy | 14,123 | 0.00487 | 7394 | 109.882598 | 30 Apr 2025 | 0.04 |
Xponance Non-US Equity Complete Strategy | 8,994 | 0.00406 | 2216 | 32.69401 | 30 Apr 2025 | 0.02 |
Director dealings
Date | Action | Name | Price | Value | No. of shares | Holding (%) | Additional info |
---|---|---|---|---|---|---|---|
14 Apr 2025 | Transfer in | Mr. Daniel John Topping | - | - | 141,090 | 0.38 | Matching |
14 Apr 2025 | Purchase | Mr. Daniel John Topping | 630.00 | 1,796 | 139,949 | 0.38 | Partnership |
14 Apr 2025 | Transfer in | Ms. Alice Hannah Daisy Foulk | - | - | 63,453 | 0.17 | Matching |
14 Apr 2025 | Purchase | Ms. Alice Hannah Daisy Foulk | 630.00 | 1,796 | 62,312 | 0.17 | Partnership |
14 Apr 2025 | Purchase | Ms. Francesca Louise Chappell | 630.00 | 1,796 | 58,001 | 0.16 | - |
14 Apr 2025 | Transfer in | Ms. Francesca Louise Chappell | - | - | 59,142 | 0.16 | - |
07 Apr 2025 | Purchase | Mr. Nicholas Hugh Carter | 637.20 | 9,985 | 38,950 | 0.11 | - |
07 Apr 2025 | Purchase | Mr. Nicholas Hugh Carter | 636.40 | 1,986 | 39,262 | 0.11 | Spouse |
07 Apr 2025 | Purchase | Ms. Francesca Louise Chappell | 654.00 | 484 | 1,197 | 0.00 | - |
07 Apr 2025 | Purchase | Ms. Francesca Louise Chappell | 648.00 | 3,473 | 1,123 | 0.00 | - |
07 Jan 2025 | Sale | Mr. Daniel John Topping | 742.50 | 111,375 | 139,664 | 0.38 | - |
07 Jan 2025 | Sale | Ms. Alice Hannah Daisy Foulk | 742.50 | 111,375 | 62,027 | 0.17 | - |
07 Jan 2025 | Sale | Ms. Francesca Louise Chappell | 742.50 | 111,375 | 57,716 | 0.16 | - |
03 Jan 2025 | Sale | Mr. Daniel John Topping | 741.25 | 138,984 | 154,664 | 0.42 | - |
03 Jan 2025 | Sale | Ms. Alice Hannah Daisy Foulk | 741.25 | 138,984 | 77,027 | 0.21 | - |
03 Jan 2025 | Sale | Ms. Francesca Louise Chappell | 741.25 | 138,984 | 72,716 | 0.20 | - |
11 Dec 2024 | Sale | Mr. Daniel John Topping | 740.00 | 74,000 | 148,230 | 0.40 | - |
11 Dec 2024 | Sale | Ms. Alice Hannah Daisy Foulk | 740.00 | 74,000 | 28,790 | 0.08 | - |
11 Dec 2024 | Sale | Ms. Francesca Louise Chappell | 740.00 | 74,000 | 15,949 | 0.04 | - |
11 Nov 2024 | Sale | Mr. Daniel John Topping | 700.00 | 73,129 | 158,230 | 0.43 | - |
Please note that past performance is not a reliable indicator of future returns.