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. As part of the wider TEAM group, NEBA Private Clients is pleased to share the news.
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.”
Why the time horizon matters
For internationally mobile investors, one year of performance says little. Markets can reward or punish a strategy for reasons that have nothing to do with its long-term merit, and a single strong year is easy to find. Three- and five-year figures give a fuller picture, because they cover more of the market cycle and are harder to reach by chance.
That is why a multi-year result is a more useful reference point than a headline one-year number. It is also why we encourage clients to judge any investment approach over the period they actually plan to hold it.
What a track record does not tell you
Even a strong record has limits. Past performance does not guarantee future results, and returns alone do not show whether a portfolio fits your goals, your time horizon or your tolerance for risk. For expatriates, tax residency, currency exposure and plans to move between countries add further considerations. Those are questions for personal advice, not for an award.
Looking ahead
We congratulate everyone at TEAM Asset Management on this recognition and look forward to continuing to support our clients with clear, well-informed guidance.
If you would like to discuss how your own investments are structured, speak to your NEBA adviser.
Past performance is not a reliable indicator of future results. The value of investments can go down as well as up. This article is for information only and does not constitute personal advice.
About NEBA Wealth Management
NEBA Wealth Management is a division of NEBA Private Clients, part of TEAM plc, listed on AIM. It provides wealth management and financial advisory services to expatriates across the UAE, Singapore, Malaysia, South Africa and the UK, building bespoke strategies to help clients reach their financial goals. Its services include global investments, financial and retirement planning, education funding, tax planning, estate and succession planning, and insurance protection.
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.