# Wesleyan Assurance Society

Wesleyan Assurance Society is an Insurance based in Birmingham, United Kingdom.

## Overview

- **Organization type:** Insurance
- **Headquarters:** Birmingham, United Kingdom
- **Region:** Europe
- **Address:** Colmore Circus, Birmingham, B4 6AR, United Kingdom
- **Founded:** 1841
- **Assets under management:** 8992 (Altss estimate)
- **Website:** www.wesleyan.co.uk
- **LinkedIn:** https://www.linkedin.com/company/wesleyan

## Regulatory record

- **Reports private funds:** No

## About

Wesleyan Assurance Society was established in 1841 in Birmingham. It functions as a mutual providing pensions, insurance, and banking services to doctors, GPs, and lawyers. The firm allocates across public equities, commercial real estate, and private equity exposure. Confirmed holdings include Microsoft, Alphabet, and NVIDIA as of Q2 2025 filings. It owns 100 percent of Practice Plan Group, DPAS Limited, and Medenta Finance Limited. Geographic focus remains the United Kingdom with modest global infrastructure and private equity positions. Assets total $9 billion. The firm maintains one UK headquarters and operates the Wesleyan Foundation, established in 2017, which distributed $1.15 million in grants focused on health and education. In June 2024 the society held its AGM covering annual results and director elections. Ownership of multiple 100 percent subsidiaries in financial services creates a vertically integrated structure that generates recurring revenue streams separate from the core With Profits Fund.

## Sectors

- Insurance

## Questions

### Who runs investment decisions at Wesleyan Assurance Society?

Investment decisions are executed through the With Profits Fund and unit trust vehicles. No individual CIO is named in public records.

### Does Wesleyan Assurance Society participate in fund commitments or only direct deals?

The firm holds both listed equities and direct ownership of operating companies. It maintains positions in external funds such as Threadneedle UK Equity Income Fund.

### What investment stages does Wesleyan Assurance Society typically target?

The firm focuses on mature listed equities and fully owned operating businesses rather than early-stage venture.

### Where does the underlying capital come from?

Capital originates from policyholder premiums and the mutual structure serving UK healthcare and legal professionals.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/wesleyan-assurance-society

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