Inside NEBA Financial Solutions: What We Deliver for Advisers and Their Clients
Every adviser eventually runs into the same wall: a client whose needs have outgrown a simple mix of funds and cash. They want capital protection but also growth. They want income but also diversification beyond equities. They want access to opportunities that aren’t sitting on every other platform. This is the gap NEBA Financial Solutions was built to close.
As part of TEAM plc’s international network, NEBA Financial Solutions designs and delivers structured investment solutions for advisers who need more than off-the-shelf products — solutions built with a clear objective, defined outcomes, and the regulatory backing of a global network of partners and institutions. Here’s a closer look at what that actually means in practice.
Structured Notes, Built Around the Client, Not the Other Way Around
Structured Notes are often misunderstood as one-size-fits-all products. In reality, the value is in the customisation. Through our bespoke Structured Note capability, advisers can tailor notes around specific underlyings, market themes, or risk appetites, or rely on our team to design a note that matches a client’s exact requirements.
Recent examples include capital-protected callable notes offering full principal protection alongside coupon triggers at maturity — the kind of structure that lets an adviser say yes to a client who wants growth potential without giving up downside protection. Every note is actively monitored throughout its life, with full transparency on fixings, observation dates, and coupon payments so advisers always know exactly where their clients stand.
- Bespoke note design, built around the client’s objective
- Full transparency on pricing, coupons, and observation dates
- Active monitoring and reporting throughout the life of the note
TEAM’s UCITS Funds: Multi-Asset Exposure Without the Complexity
Not every client wants — or needs — a bespoke structure. For advisers who want a ready-made, professionally managed solution, TEAM’s UCITS funds offer multi-asset portfolios calibrated to different risk profiles, from growth-focused to more conservative mandates.
These funds are built on the same principle as everything else we deliver: a clear investment objective, disciplined risk controls, and global diversification, without requiring the adviser to build and manage a multi-asset portfolio from scratch. It’s an efficient way to give clients broad market exposure while keeping the conversation simple.
- Multi-asset portfolios across a range of risk profiles
- Professionally managed, with disciplined risk controls
- A straightforward alternative to building bespoke multi-asset portfolios in-house
Real Assets: Selected International Property Investments
Structured Notes and TEAM’s UCITS funds are paper assets — and for a genuinely diversified portfolio, some clients want exposure to something they can point to. Our selected international property investments are chosen specifically for income potential and long-term growth, giving advisers a real-asset option that sits naturally alongside the rest of the NEBA product range.
It’s a small but important piece of the puzzle: a way to answer the client who’s already comfortable with notes and funds but keeps asking what else is out there.
- Selected opportunities focused on income and long-term growth
- Access delivered through the same regulated, global partner network
- A real-asset counterbalance to note- and fund-heavy portfolios
Citizenship & Residency Solutions
For internationally mobile clients, financial planning increasingly extends beyond investment portfolios into questions of where they and their families can live, work, and hold assets. NEBA Financial Solutions works with advisers to explore residency and citizenship solutions suited to each client’s individual circumstances, handled with the same discretion and rigour applied across the rest of our offering. Given how personal and jurisdiction-specific these solutions are, we work through advisers directly on a case-by-case basis rather than promoting fixed terms publicly.
Why Advisers Work With NEBA
None of the products above matter much without the support to use them properly. That’s why every NEBA partnership comes with on-site product and sales training, online tools for live access to current structured products, and a team that’s as comfortable crafting a bespoke note as it is explaining one to a nervous client. Transparency, trust, and alignment aren’t just words on the homepage, they’re the standard every product above is built to.
Want to see which of these solutions fits your client’s portfolio?
Get in touch with the NEBA Financial Solutions team to explore our current Structured Notes, TEAM’s UCITS funds, and property investment opportunities.
