Introduction
As an independent financial adviser, I am proud to be part of NEBA Private Clients, the international financial advisory arm of TEAM PLC. This page explains the relationship between NEBA and TEAM, outlines what each company does, and clarifies how I fit into this structure. By understanding these connections, clients can see how my personal boutique practice is supported by the resources, compliance framework and global network of a publicly listed wealth‑management group.
NEBA Private Clients – Tailored Financial Services for Global Citizens
NEBA Private Clients delivers bespoke financial services to individuals, families and businesses around the world. Originally a boutique advisory firm, NEBA expanded through integration with TEAM PLC, allowing it to tap into a broader array of tools and expertise .
Today it operates as part of the TEAM group but retains its client‑focused ethos:
- Tailored advice across borders: NEBA’s mission is to provide financial services that cater to the unique needs of a global clientele . Its advisers design holistic wealth‑management solutions covering tax planning, investment management, pension transfers, estate planning and more .
- Global reach: With offices in key financial hubs across Europe, Asia and the Middle East, NEBA offers local expertise with a global perspective . It is authorised by regulators in the UAE, Malaysia and Singapore , ensuring that advice is compliant across jurisdictions.
- Commitment to compliance and integrity: NEBA’s compliance framework meets rigorous international standards, safeguarding client interests and reinforcing trust . The firm is frequently featured in financial media for its innovative approach to cross‑border planning .
TEAM PLC – Building a New Wealth and Asset‑Management Group
TEAM PLC is a publicly listed company that is building a new wealth, asset‑management and complementary financial‑services group. Based in Jersey and listed on the London Stock Exchange’s AIM market, the company’s strategy is to build local businesses of scale around its core investment‑management expertise . Growth is pursued through acquisitions, team hires, partnerships and organic expansion .
The Our Businesses section on TEAM’s website notes that Neba Private Clients is its international financial advice arm. Headquartered in Dubai, NEBA has offices across Singapore, Malaysia, South Africa and Kenya and serves expatriates and local clients worldwide .
TEAM’s other businesses include:
- TEAM Asset Management: a boutique, independent asset manager providing high‑conviction, active investment strategies .
- JCAP: a treasury specialist delivering technology‑based solutions for cash and counterparty‑risk management .
- Concentric: an investment research and consultancy business offering institutional‑grade investment advice and analysis .
By combining these businesses, TEAM PLC offers a diverse suite of services ranging from discretionary investment management and research to treasury solutions and holistic financial advice.
How We Interlink – My Independent Practice within NEBA and TEAM
Although I operate through NEBA Private Clients, my practice remains independent and client‑centric. Here is how the relationship works:
- Independent advisory services: I run my own practice and maintain direct relationships with my clients. My advice is fee‑based and fiduciary, ensuring your interests always come first – just as outlined on my main page.
- Supported by NEBA: By being part of NEBA, I can draw on a wider network of specialists and resources. NEBA’s global presence provides access to regional expertise and regulatory oversight, while its compliance infrastructure ensures that our advice meets international standards.
- Backed by TEAM PLC: TEAM’s wider group provides investment‑management capabilities, research and operational support. This connection grants my clients access to sophisticated investment solutions, treasury services and research that would be difficult for a stand‑alone practice to replicate.
- Your dedicated adviser: Despite these affiliations, I remain your dedicated point of contact. You benefit from the personalised attention of a boutique adviser combined with the strength and stability of a larger wealth‑management group.
Conclusion
Being an adviser within NEBA Private Clients and TEAM PLC allows me to offer the best of both worlds: bespoke, independent advice tailored to your personal circumstances, and access to the resources and credibility of an international financial‑services group. If you have any questions about NEBA, TEAM or how these affiliations enhance my ability to serve you, please don’t hesitate to get in touch.
