Company TEAM plc

Equities

TEAM

JE00BM90BX45

Investment Management & Fund Operators

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Sector

Sales per Business

Sales per region

EPS Revisions

Annual profits - Rate of surprise

Sector Wealth Management

Market Closed - London S.E. Other stock markets 09:05:23 10/05/2024 pm IST			5-day change	1st Jan Change
19 ^GBX	0.00%		+5.56%	-46.48%

12/04	Team's retail offer closes having raising GBP136,300 in proceeds	AN
12/04	Team plc Raises GBP1.2 Million Via Retail Offer, Equity Raise	MT

TEAM plc is a Jersey-based company, which is engaged in the provision of investment management services. The Company focuses on the United Kingdom, Crown Dependencies and International Finance Centers. Its segments include Investment and Fund Management (IFM) and Advisory and Consultancy (AC). The IFM provides discretionary investment management services, model portfolios, bespoke portfolios and fund management services via fixed income and equity fund vehicles. Its AC segment provides personal financial advice, investment consulting, and treasury advisory services. It provides treasury advisory services through JCAP Limited (JCAP). JCAP are treasury specialists, delivering technology-based solutions for the management of cash and counterparty risk. Its subsidiaries, Neba Financial Solutions Limited (Neba Wealth), a regulated network of financial advisors, and Neba Financial Solutions Private Limited (Neba Singapore) promote structured funds to independent financial advisors.

Number of employees: 87

GBP in Million	2022	Weight	2023	Weight	Delta
Advisory and Consultancy 57.1 %	1	62.9 %	3	57.1 %	+127.81%
International 25.0 %	-	-	1	25.0 %	-
Investment and Fund Management 17.9 %	1	48.3 %	1	17.9 %	-7.22%
Group and Consolidation Adjustments 0.0 %	0	-11.3 %	0	0.0 %	-100.42%

GBP in Million	2022	Weight	2023	Weight	Delta
United Kingdom 75.0 %	2	100.0 %	4	75.0 %	+88.21%
International 25.0 %	-	-	1	25.0 %	-
Group and Consolidation Adjustments 0.0 %	-	-	0	0.0 %	-

Managers	Title	Age	Since
Matthew Charles Moore DFI	Director of Finance/CFO	53	01/21/01

Members of the board	Title	Age	Since
Louis Philip Taylor BRD	Director/Board Member	73	01/21/01
Jonathan Mark Clubb CHM	Chairman	63	04/19/04
David Turnbull BRD	Director/Board Member	-	01/21/01
Michael Gray BRD	Director/Board Member	57	01/21/01

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	39,554,514	28,569,093 ( 72.23 %)	0	72.23 %

Name	Equities	%	Valuation
Patrick Leotard-vogt 17.50 %	5,250,198	17.50 %	1 M p
Gresham House Asset Management Ltd. (Investment Management) 14.01 %	4,202,854	14.01 %	1 M p
Jonathan Mark Clubb 13.39 %	4,016,860	13.39 %	1 M p
Canaccord Genuity Wealth Ltd. 7.354 %	2,206,626	7.354 %	599 320 p
Lance John Philip Trevellyan 2.799 %	839,844	2.799 %	228 102 p
Metropolitan Guarantee Ltd. 2.545 %	763,502	2.545 %	207 367 p
CRUX Asset Management Ltd. 1.166 %	350,000	1.166 %	95 060 p
Louis Philip Taylor 0.5287 %	158,645	0.5287 %	43 088 p
Michael Gray 0.4090 %	122,727	0.4090 %	33 333 p
David Turnbull 0.2788 %	83,645	0.2788 %	22 718 p

Team Plc

6 Caledonia Place 1st Floor

JE2 3NG, St. Helier

+44 1534 281700

http://www.teamplc.co.uk

Estimates Revisions

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Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

Wealth Management

	1st Jan change	Capi.
TEAM PLC	-46.48%	9.4M
SEI INVESTMENTS COMPANY	+7.79%	9B
ST. JAMES'S PLACE PLC	-29.08%	3.31B
360 ONE WAM LIMITED	+2.96%	3.22B
ASSETMARK FINANCIAL HOLDINGS, INC.	+13.09%	2.52B
STEPSTONE GROUP LP	+19.29%	2.49B
HIGHEST PERFORMANCES HOLDINGS INC.	+46.52%	2.23B
VAN LANSCHOT KEMPEN N.V	+40.14%	1.8B
PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED	+23.31%	1.63B
UTI ASSET MANAGEMENT COMPANY LIMITED	+5.00%	1.39B

Wealth Management