Born in Preston, Lancashire, England in 1960, Mark has a BA (Hons) degree in Economics and Business Studies, CISI level 6 in Private Client Investment ...
Matthew has a wealth of experience in senior leadership and financial roles, having been CFO at Close Investments, CFO and COO at Origen Financial Services ...
Tony has over 30 years’ experience within the offshore finance industry, in both Wealth and Asset management sectors...
Craig is an experienced capital markets professional with 20+ years buy-side experience as a PM and strategist across asset classes...
Nigel is a finance industry veteran, having spent his entire working career initially in stockbroking but predominantly in investment management ...
Andrew graduated with a BA (Hons) Economics degree and started his finance industry career with HSBC Private Bank’s graduate programme ...
David is a highly experienced investment professional with nearly 50 active years in the industry. He is a Chartered Wealth Manager, a Fellow of the Chartered ...
Rob has over 40 years' experience in financial services and is committed to providing every client with a high level of contact and service. He is a ...
Mathew was born, raised and educated in Jersey and graduated university after studying BA (Hons) Business and Management degree which has given him a ...
Lloyd is a qualified Wealth Manager, experienced in producing tailored financial plans and investment solutions for clients...
Harry is a seasoned financial professional with expertise in FX, Fixed Income, Equities and Structured Products. ...
Tracey is an economics graduate of the University of Wales, Swansea and she commenced her finance career in 2001 in banking ...
Stephanie joined TEAM in 2020 as an operations and marketing administrator. She has previously worked in a multitude of states and private companies in ...
Stefanie joined TEAM in 2018 as an administration assistant and had previously held a similar role at Paul Davis Freight. Although born in Jersey ...
TEAM Asset Management is a trading name of Theta Enhanced Asset Management Limited which is regulated by the Jersey Financial Services Commission.
