TEAM Asset Management Wins Inaugural Investment Management Firm of the Year (Boutique) Award

Recognition for industry-leading 3-year and 5-year returns across TEAM’s Model Portfolio Services range

TEAM Asset Management has been named winner of the inaugural Investment Management Firm of the Year (Boutique) award at the Chartered Governance Institute (CGI) Jersey Branch dinner.

The award recognises industry-leading 3-year and 5-year returns across TEAM’s Model Portfolio Services range.

Craig Farley, Group Chief Investment Officer at TEAM, said: “…a big thank you to our clients for your continued support and trust, without which we would not have a business.”

He also credited “our superb front office team for their continued hard work and commitment in making this possible.”

What this means for international investors

Many NEBA Financial Solutions clients are expatriates who move between countries and want an investment approach that stays consistent wherever they live and work. Model portfolios offer a defined strategy with professional management within a single framework. Recognition from the Chartered Governance Institute gives those comparing their options a useful reference point.

As part of the wider TEAM group, NEBA Financial Solutions congratulates everyone at TEAM Asset Management on this achievement.

Find out more

To understand how TEAM’s Model Portfolio Services could fit into your wider financial plan, speak to your NEBA adviser or contact the NEBA Financial Solutions team at info@nebafinancialsolutions.com.

About TEAM Asset Management

TEAM Asset Management (Theta Enhanced Asset Management Limited) is regulated by the Jersey Financial Services Commission. It manages model portfolios in GBP, EUR and USD, available on multiple platforms, and three Irish-domiciled UCITS multi-asset funds: Conservative, Balanced and Growth.

About NEBA Financial Solutions

NEBA Financial Solutions delivers structured products, UCITS funds and portfolio solutions built for financial advisers. Through a global network of product providers and institutional partners, it helps advisers access investment solutions designed to manage risk and support long-term client outcomes. Its offering includes structured notes, UCITS funds and model portfolio services, and international property and mortgage solutions.