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September 05, 2015 12:34 PM ET

Internet Software and Services

Company Overview of Morningstar UK Limited

Company Overview

Morningstar UK Limited provides investment information and analytical tools in the United Kingdom, the United States, and other international markets. The company offers Morningstar DirectSM, a Web-based global research platform that connects institutional investment professionals. It provides Internet, software, and print-based products and services for individuals, financial advisors, institutions, Web sites, and media. The company was incorporated in 2000 and is based in London, United Kingdom with additional offices in Australia, Canada, Denmark, Finland, France, Germany, Hong Kong, Italy, Japan, Korea, the Netherlands, New Zealand, Norway, Sweden, Spain, the United Kingdom, and the Unit...

1 Oliver’s Yard

55-71 City Road

London,  EC1Y 1HQ

United Kingdom

Founded in 2000


44 20 3107 0000


44 20 3107 0001

Key Executives for Morningstar UK Limited

Chief Executive Officer
Founder, Chairman of Morningstar Inc and Chief Executive Officer of Morningstar Inc
Age: 58
Operations Manager
President of Fund Research, Managing Director of Corporate Strategy Research & Communications and Director
Age: 53
Adviser and Sales Manager
Compensation as of Fiscal Year 2015.

Morningstar UK Limited Key Developments

Morningstar UK Announces Management Changes

Morningstar UK has appointed Mark Roomans as chief executive as part of a significant top level restructuring. Roomans, who replaces Geoff Balzano in the role, was previously co-chief executive for Morningstar Australasia and has held senior roles at JP Morgan Investment Management and Merrill Lynch Investment Management. Balzano, who has been UK chief executive at the firm since 2007, will now focus exclusively on his role as head of adviser solutions for Morningstar in Europe, the Middle East and Africa.

Morningstar UK Limited Appoints Jeremy Beckwith as Director of Manager Research

Morningstar Inc. announced the appointment of Jeremy Beckwith as Director of Manager Research for Morningstar UK Limited. Beckwith brings more than three decades of investment industry experience to Morningstar, including senior investment leadership roles at Merrill Lynch and Kleinwort Benson Private Bank. More recently, Beckwith served as Interim Chief Investment Officer for Nutmeg, and was a founding partner at independent financial adviser London Wall Partners LLP. At Morningstar, he will report to Christopher Traulsen, CFA, Director of Manager Research for Morningstar in Europe.

Morningstar South Africa Presents at Morningstar Investment Conference - Cape Town, Sep-17-2014

Morningstar South Africa Presents at Morningstar Investment Conference - Cape Town, Sep-17-2014. Venue: Cape Town, South Africa. Presentation Date & Speakers: Sep-17-2014, David O'Leary, Director of Manager Research, David O'Leavy, Director of Manager Research.

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