- Business
- TEAM plc is a Jersey-based wealth, asset management, and complementary financial services group founded in 2019 and headquartered in Saint Helier, Jersey. It operates through three primary segments: Investment and Fund Management, Advisory and Consultancy, and International. The Investment and Fund Management segment offers discretionary investment management services including model portfolios, bespoke portfolios, and fund management through fixed income and equity fund vehicles, servicing individuals, trusts, sovereign agencies, and corporations. The Advisory and Consultancy segment provides personal financial advice, investment consulting for high-net-worth individuals, trusts, institutions, and professional advisers, alongside treasury advisory services. The International segment delivers personal financial advice, fund distribution, and insurance brokering services focused on expatriates and clients in regions including the Middle East, Southeast Asia, Africa, and the Channel Islands. TEAM plc’s subsidiaries include TEAM Midco Limited, JCAP Limited, Omega Financial Services Limited, Concentric Group Limited, Globaleye, and others.
Recent major developments include strong asset growth with total client assets rising to £1.16 billion as of September 30, 2024, up 39% year-on-year, driven particularly by acquisitions enhancing international operations. Revenues nearly doubled to £10.3 million in the financial year ending September 2024, underpinned by contributions from the International segment. Post year-end, TEAM plc completed equity and debt fundraising rounds, including a placing, subscription, and WRAP retail offer, raising approximately £1.1 million to support growth initiatives. The company also secured new strategic investors including VT EPIC MA Growth Fund and VT EPIC Wealth Fund and refined its financial structure to strengthen cash positions and fund expansion plans. The Group continues to expand its international footprint with strategic business acquisitions and enhanced product offerings in investment management, advisory, and insurance brokering services.
TEAM plc targets high-net-worth individuals, family offices, trusts, institutions, and expatriates in key global financial centers and emerging markets. The firm leverages Jersey’s status as a leading international finance center to serve a global client base with a focus on customizable, risk-aware investment solutions and comprehensive advisory services. The group's diversified asset management and financial advisory portfolio enables it to capture growth in wealth management demand across the UK, Crown Dependencies, the Middle East, Asia, and Africa.
This description incorporates the core products and services and highlights the latest significant changes in strategy, financials, and operations up to late 2024 and early 2025. The information is sourced from recent company reports, regulatory filings, and industry news as of December 2025.