TEAM plc
Overview
TEAM plc is a wealth, asset management, and complementary financial services group based in Jersey, specializing in retirement planning, mortgage advice, life assurance, and bespoke investment advisory services. The company operates through three principal activities: Investment Management, Advisory, and International. In Investment Management, TEAM provides discretionary investment management services, model portfolios, bespoke portfolios, and fund management services via fixed income and equity fund vehicles. As of 30 September 2024, the total assets managed were £325 million, up from £289 million in the previous year. In Advisory, primarily for individuals resident in Jersey, the company offers investment consultancy services to wealthy individuals and trusts, as well as treasury advisory services for institutions, professional advisers, trustees, and high-net-worth individuals. As of 30 September 2024, the total assets advised on were £355 million, a decrease from £365 million in the previous year. The International segment encompasses the Group’s financial advisory, fund distribution, and insurance brokering services covering Africa, the Middle East, and Asia. As of 30 September 2024, the total assets advised on were £481 million, a significant increase from £180 million in the previous year. As of 30 September 2024, the Group employed 71 staff, with 24 in the UAE, 29 in Jersey, 8 in Malaysia, 7 in Singapore, 2 in South Africa, and 1 in the UK. Additionally, there were 68 self-employed advisers. The company is listed on the London Stock Exchange AIM under the ticker symbol TEAM.
Investment Focus
- Focus on growth, late stage, pre-IPO, and buyout stages
- Geographical focus on United Kingdom, Jersey, United Arab Emirates, Singapore, South Africa, Malaysia, United States, Switzerland, Liechtenstein, Australia, New Zealand, Hong Kong, China, India, Indonesia, Thailand, Philippines, Vietnam, South Korea, and Japan
- Industries include Financial Services, Asset Management, Investment Advisory, Insurance Brokering, Treasury Advisory, Fund Distribution, Wealth Management, Corporate Trusts, Personal Trusts, Family Offices, Private Equity, Venture Capital, Real Estate, Fixed Income, and Equity
Reach TEAM plc directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about TEAM plc
What sectors does TEAM plc invest in?
TEAM plc invests in Financial Services, Real Estate, Asset Management, Wealth Management, Private Equity and Venture Capital, and is based in St. Helier, Jersey. TEAM plc is listed as a other in the ConnectSafely investor database.
What stage does TEAM plc invest at?
TEAM plc backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does TEAM plc invest in?
TEAM plc invests across United States, United Kingdom, Hong Kong, Japan, Australia and Singapore.
Who are the partners at TEAM plc?
Team members listed for TEAM plc include Tim Hall (Non Executive Director).
How do I contact TEAM plc?
TEAM plc's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
