TEAM Asset Management

Channel Islands Founded: 2002 • Age: 24 yrs
Boutique asset manager providing discretionary investment services worldwide.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 5 Services tracked
Competitors 9 Brand Intelligence

About TEAM Asset Management

TEAM Asset Management is a company based in United Kingdom founded in 2002. It operates as a B2B and B2C. TEAM Asset Management has completed 5 acquisitions, including HBFS, JCAP and NEBA Financial Solutions. TEAM Asset Management offers products and services including Discretionary Investment Management, Multi Asset Conservative, Diversified Income, Multi Asset Balanced, and Multi Asset Growth. TEAM Asset Management operates in a competitive market with competitors including FIS, SimCorp, Sundaram Asset Management, StoneX and Sundaram Finance Holdings, among others.

  • Headquarter Channel Islands
  • Sectors
    Financial Services
  • Phone
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  • Website
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  • Social
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  • Legal Name Theta Enhanced Asset Management Limited
Operational Areas
Financial Services → Banking & Financial Institutions Unlock Sub-Sector Unlock Segment
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
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  • Employee Count
    Not available
  • Investments & Acquisitions
    HBFS

    & 4 more

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Products & Services of TEAM Asset Management

TEAM Asset Management offers a comprehensive portfolio of products and services, including Discretionary Investment Management, Multi Asset Conservative, Diversified Income, Multi Asset Balanced, and Multi Asset Growth.

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Primary

Tailored solutions for clients' risk profiles and financial goals.

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Conservative strategy for stable, long-term financial security.

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Income-focused portfolio for generating steady returns.

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Balanced approach combining growth and stability options.

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Growth-oriented strategy for higher potential returns.

Funding Insights of TEAM Asset Management

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Detailed funding history for TEAM Asset Management

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by TEAM Asset Management

TEAM Asset Management has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include HBFS, JCAP and NEBA Financial Solutions.

Investments
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Investment portfolio details for TEAM Asset Management

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Acquisitions
Company Name Description Domain Location Founded Year Amount
Wealth management and financial advisory services are provided globally.
Locked Locked 2015 Locked
Provider of financial services
Locked Locked 2012 Locked
Cash management services are provided by JCAP to financial clients.
Locked Locked 2009 Locked
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Complete acquisition details for TEAM Asset Management

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  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

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Financial Statements - TEAM Asset Management

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Detailed financials for TEAM Asset Management

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  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Team Asset Management Comparisons

TEAM Asset Management Primary company
Description
Boutique asset manager providing discretionary investment se...
Location
United Kingdom
Founded Year
2002
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for TEAM Asset Management

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  • Named peers
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Competitors of TEAM Asset Management

TEAM Asset Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as FIS, SimCorp, Sundaram Asset Management, StoneX and Sundaram Finance Holdings, among others.

Company Name Domain Founded year HQ Location Description
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Software suites for banks and financial institutions are provided.
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Front and back-office solutions are delivered for investment managers.
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An investment management firm specializing in diversified funds and portfolios.
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Trade execution and clearing services for global assets are offered.
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Investments are managed by Sundaram Finance Holdings in India.
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Asset management services are provided to financial clients.
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Detailed competitors of TEAM Asset Management

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  • Domains and locations
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Latest news on Team Asset Management

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Complete news archive for TEAM Asset Management

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  • Source and publication date
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Frequently Asked Questions about TEAM Asset Management

TEAM Asset Management was founded in 2002.

TEAM Asset Management is headquartered in United Kingdom.

TEAM Asset Management is an independent asset manager based in Jersey, focusing on active investment styles for global clients. They deliver tailored discretionary solutions across multi-asset strategies like conservative and growth portfolios to suit various risk profiles. The firm emphasizes real-world investing to build long-term financial security, operating from St Helier and serving both institutional and individual investors.

TEAM Asset Management's top competitors include FIS, SimCorp and Sundaram Asset Management.

TEAM Asset Management offers Discretionary Investment Management, Multi Asset Conservative, Diversified Income, Multi Asset Balanced, and Multi Asset Growth.

TEAM Asset Management has made 5 acquisitions, including HBFS, JCAP, and NEBA Financial Solutions.

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