WEALTH DYNAMICS LIMITED

• ◆

  3 officer resignations in last 12 months

  Multiple officers have left the board recently — see the People section for who.

• ◆

  2 PSCs ceased in last 24 months

  Significant control changed hands — see the Ownership section.

Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers

• Turnover

  +11.9%

  £19,380,683 → £21,677,734

• Cash

  +53.7%

  £7,169,249 → £11,020,556

• Net assets

  +47.9%

  £5,370,616 → £7,943,938

• Employees

  +3.8%

  131 → 136

• Operating profit

  +65.9%

  £1,571,647 → £2,607,226

• Profit before tax

  +70.9%

  £1,579,288 → £2,699,233

• Wages

  +7.8%

  £11,032,244 → £11,893,319

Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers

Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.

Accounting basis

FRS 102

Reporting scope

Consolidated group

Auditor

MHA

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“The financial statements have been prepared using the going concern basis of accounting. Based on the information stated within the accounts the directors have a reasonable expectation that the Group and Company have adequate resources to continue in operational existence for the foreseeable future. Accordingly, they continue to adopt the going concern basis in preparing the financial statements.”

Group structure

1. WEALTH DYNAMICS LIMITED · parent
   1. Wealth Dynamix Switzerland GmbH 100% · Zurich · Trading
   2. Wealth Dynamix Pte Ltd 100% · Singapore · Trading
   3. Wealth Dynamix SAS 100% · France · Trading

Significant events

• “Following CA Indosuez becoming the Company's sole shareholder in October 2025, the two founders and directors, G. Linieres and B. Randall, exited the business and resigned as directors.”
• “In November 2025, the directors resolved to appoint a new CEO, Romain Jerome.”
• “In December 2025, the directors resolved to change the accounting reference period for 2026 to end on 31 December 2026, aligning it with the rest of the Credit Agricole Group.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

17

last 12 months

Capital events

1

last 24 months

Officers appointed

3

last 12 months

Officers resigned

3

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.