About TEAM Asset Management
TEAM Asset Management is a Financial Services company based in United Kingdom founded in 2002. Boutique asset manager providing discretionary investment services worldwide. It operates on a B2B and B2C model. 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. Its focus areas include FinTech, Investment Tech, Asset Management and Discretionary Investment. Its legal entity is Theta Enhanced Asset Management Limited.
Company details
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.
- Headquarters Channel Islands
- SectorsFinancial Services
- Phone•••• ••••
- Website teamassetmanagement.com
- Social LinkedIn
- Legal Name Theta Enhanced Asset Management Limited
- Investments & AcquisitionsHBFS
& 4 more
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.
Tailored solutions for clients' risk profiles and financial goals.
Conservative strategy for stable, long-term financial security.
Income-focused portfolio for generating steady returns.
Balanced approach combining growth and stability options.
Growth-oriented strategy for higher potential returns.
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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management services are provided to clients by WHIreland. | whirelandplc.com | London, United Kingdom | 1872 | Nov 2025 | •••• | |
Provider of financial advisory services | hbfs.co.je | Saint Helier, Jersey | 1988 | Dec 2023 | •••• | |
Wealth management and financial advisory services are provided globally. | nebawealth.com | Kuala Lumpur, Malaysia | 2015 | Dec 2023 | •••• | |
Provider of financial services | nebafinancialsolutions.com | Singapore | 2012 | Dec 2023 | •••• | |
Cash management services are provided by JCAP to financial clients. | jcap.co.uk | Jersey, United States | 2009 | Jul 2021 | $4.08M |
Complete acquisition details for TEAM Asset Management
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Timeline of TEAM Asset Management
6 dated milestones of TEAM Asset Management across 23 years, from founding to its latest funding, stage changes and deals.
- Founded TEAM Asset Management is founded.
- Acquisition Acquires JCAP.
- Acquisition Acquires NEBA Financial Solutions.
- Acquisition Acquires NEBA Wealth Management.
- Acquisition Acquires HBFS.
- Acquisition Acquires WHIreland.
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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 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.
TEAM Asset Management operates through Theta Enhanced Asset Management Limited.