Globaleye

Benefit from NEBA's global partnerships with leading financial institutions. Our network ensures that every client receives a customized investment solution perfectly suited to their circumstances. Let us guide you toward financial success with expertise and precision.
Contact us today and get in touch with an advisor at [email protected]

Continuous learning is at the heart of NEBA. We equip our team with the knowledge and tools needed to deliver tailored recommendations driven by informed insights into your wealth.
Contact us today and book a consultation with an advisor on [email protected]

Experience the difference with NEBA Private Clients– where financial services are tailored to serve you with expertise and integrity. Learn more on our website at www.nebaprivateclients.com

Did you know we offer free consultations? Get in touch today and start your journey towards financial empowerment. Click the link in the bio or below to book your appointment now.

Your financial well-being is our top priority at NEBA. Trust our handpicked team to navigate every aspect of your financial journey with expertise and care.

It's never too early to start saving for a brighter financial future! Trust us, your future self will thank you for it. Not only does starting early mean more time for compound interest to work its magic, but it also sets you up for financial security and the ability to achieve those long-term goals. Plus, it's the perfect opportunity to develop good money habits and explore investment opportunities. And let's not forget the power of time - the earlier you start, the more time you have to enjoy the fruits of your financial savvy. So don't wait any longer, start saving now and watch your financial future flourish! Contact us today and talk to an advisor!

NEBA Wealth has a wealth of options in tax efficient jurisdictions such as Isle of Man, Luxemburg, Bermuda, and Cayman Islands. Our team will carefully review your circumstances and advise on the best options for you and your family. We can even set up a personalized offshore investment account in your preferred currency to help you plan your assets in a tax efficient manner. Our professional tone combined with tailor-made solutions will ensure that your investment strategy is perfectly aligned with your goals.

Retirement may seem far away, but it's never too early to start planning for your future. Here at NEBA Private Clients, we know that retirement planning goes beyond just saving money. It's about creating a solid foundation for financial security, protecting against unforeseen risks, maximizing tax efficiency, and leaving a lasting legacy. Let us guide you through the complexities of retirement planning and help you achieve your goals with peace of mind. Trust us, your future self will thank you for starting early and regularly reviewing and adjusting your plan.

Ever wonder how you become a client? Its simple all we have to do is :
Arrange a call to discuss your goals and explore how we can assist you.
Dive into an introductory meeting where we assess your current financial standing and long-term aspirations.
Experience our bespoke solutions tailored to your risk tolerance and future ambitions.
Join us for a second meeting where we present your personalized financial plan, complete with strategies to overcome potential obstacles.
Welcome aboard! As a client, we'll meet regularly to review your progress and adjust strategies as needed. Let's achieve your goals together!

Embrace financial excellence worldwide with The NEBA Group. Explore personalized investments and model portfolios through our extensive global network. Join us to optimize your financial journey.

With NEBA, you're not just a client, you're family. Our team of seasoned experts ensures your financial goals are met with integrity and expertise!

Happy Eid al- Fitr. May your day be filled with love and laughter.

Jersey-based TEAM plc said its “aim is to be in a great many more places and jurisdictions, including Europe (MiFid II) and further afield in markets such as the Cayman Islands and Bermuda”.

The AIM-listed wealth, asset management and financial services group revealed the plans to expand its international footprint in its final results for the year to 30 September 2023, while reporting a 51% rise in assets under management and advice from £551m to £833m, and as at 28 February 2024, £1bn.

TEAM already has hubs in Singapore, Kuala Lumpur, Abu Dhabi, Dubai, Durban, and Nairobi in addition to Jersey with a further presence in Guernsey “soon to be established, headed by new senior recruit, Mark Chipperfield”.

TEAM International was “extremely well-managed by John Beverley who very successfully founded the recent acquisition, Neba” with ambitions to “aggressively growing adviser numbers in these territories”.

It further reported an adjusted EBITDA loss of £0.7m (FY 22: £0.8m).

Mark Clubb, executive chairman said: “This has been another active period for TEAM. We are picking up the pace and the shape of the business is emerging with Jersey as the central fund management engine operating out of a highly regulated jurisdiction with a strong international reputation for fiduciary responsibility.

“Alongside this, our Jersey financial planning advisory hub is combining well and is positioned to deliver dependable organic growth going forward. The recent acquisitions of Globaleye and Neba have been combined into the International Division creating a new platform, branded as NEBA Private Clients, aimed at supporting expatriates of all nationalities, who have very specific wealth management and advice needs which we specialise in solving.

Full article here: https://lnkd.in/gmkaWxP5

NEBA Private Clients UAE, a division of TEAM plc, is delighted to announce the appointment of Bart Kendall ACII as its Chief Executive Officer. With over two decades of dedicated service in the financial sector, Bart's appointment marks a significant milestone in the firm's commitment to leadership excellence and innovative client service.

Bart brings a wealth of knowledge and a proven track record of strategic leadership, particularly in the UAE, where he has been instrumental in driving growth and client acquisition. His tenure as Managing Partner at Credence International and Director of Wealth Management at Globaleye Insurance Brokers stands testament to his ability to lead with vision and integrity.
Bart Kendall commented on the appointment:

"I am honoured to steer NEBA Private Clients UAE into its next phase of growth. We are poised to enhance our client offerings, and I am personally dedicated to enriching our advisors' careers and expertise. It's an exciting time for us and the industry at large."

John Beverley, CEO of TEAM PLC’s International Division, adds:
"Bart’s strategic acumen and leadership are exactly what NEBA needs as we venture into new territories of growth and service excellence. His approach aligns perfectly with our values and our vision for providing top-tier services to our clients and advisors."

As NEBA Private Clients UAE embarks on this new chapter, the firm reinforces its invitation to skilled advisors to explore opportunities within its expanding network. The company is committed to fostering a culture where talent thrives, and clients receive the bespoke services they deserve.

NEBA Private Clients, part of the globally respected TEAM plc, has appointed Will Price as Managing Director for Singapore. With his extensive background in the ASEAN region working for Utmost, Price is set to lead NEBA's Singapore team to new heights, reinforcing the firm's commitment to superior service and strategic growth.

As a Strategic Hire to Attract the Best, Will Price's appointment underscores NEBA Private Clients' dedication to attracting and nurturing the best talent in the wealth management industry. His leadership is expected to inspire a new wave of financial advisors seeking a platform that values their expertise and fosters professional growth.

Price's impressive career trajectory has been marked by his strategic and results-driven approach. His deep understanding of the unique needs of high net worth individuals and corporate clients in Singapore and beyond has made him a trusted voice and leader in the international wealth management space.

John Beverley, CEO of TEAM PLC’s International Division, expressed excitement about the potential for growth under Price's leadership: "William brings not just a wealth of experience, but a wealth of opportunity for advisors looking to join a world-class team. We're confident that his vision and the NEBA proposition to Advisers will resonate with the best in the industry and propel our Singapore division to become a beacon for top-tier talent."

In turn, Price is ready to embrace this new challenge: "Joining NEBA Private Clients is a chance to be part of a vision that goes beyond the conventional. NEBA offer a career path that aligns with the aspirations of the most ambitious advisors – an opportunity to excel in a supportive, dynamic, with a defined retirement strategy for Advisers."

NEBA Private Clients invites experienced financial advisors to be part of a firm that is shaping the future of wealth management. Under Will Price's direction, the Singapore team is poised to set a new standard for financial advisory services in the region.

TEAM Plc welcomes Richard Raczkowski DipPFS, EFA™ as New Co-Managing Partner of NEBA Wealth Management in Africa & South Africa

Africa & South Africa – NEBA Wealth Management, a key division of TEAM PLC, proudly announces the strategic appointment of Richard Raczkowski as the Co-Managing Partner for its African operations. Richard, a seasoned advisor with years in the industry, brings a wealth of experience from his tenure in London and the UAE, specialising in high-net-worth portfolios across diverse geographies.

A Legacy of Excellence Merges with Local Expertise
Richard's career has been defined by his commitment to a client-first approach and his dedication to comprehensive service in investment strategy, estate planning, and cross-border tax arrangements. His expertise is bolstered by a Chartered Insurance Institute membership and a Level-4 Qualification, standing as a testament to his professional and ethical standards in wealth management.

Richard Raczkowski commented about his new position "Joining NEBA Wealth Management is a privilege and a chance to channel my experience into a region brimming with potential. I look forward to aligning our wealth management strategies with the unique needs and aspirations of our clients in Africa."

John Beverley, CEO of TEAM East said "Richard's ethos and industry acumen align perfectly with our vision for NEBA Wealth Management. His proven track record and personal touch in client servicing will undoubtedly elevate our offering and strengthen our foothold in the African market."

Forward-Looking Growth with a Personal Touch
Richard's approach to wealth management is holistic, driven by strong principles and transparent communication. His passion for delivering tailored financial solutions is paralleled by his interests in horology, chess, and squash, reflecting a balance between precision, strategy, and competitive spirit – all of which he brings to the financial advisory landscape.

A Call to African Financial Advisors:
NEBA Wealth Management invites financial advisors across Africa to join its growing network. Under Richard's guidance, advisors can look forward to a progressive and supportive environment, fostering both their professional growth and their clients' financial success.

Africa & South Africa - NEBA Wealth Management, a division of NEBA TEAM plc, proudly announces the appointment of Luke Forrest as Managing Partner for its operations in Africa. With over 15 years of industry experience, Luke stands out as one of the brightest talents in wealth management.

Luke's New Role and Vision:
Luke Forrest will spearhead the growth and development of NEBA Wealth Management partnerships across Africa and South Africa, bringing his extensive experience and innovative strategies to the forefront of the African wealth management industry.

A Positive Force in African Wealth Management:
Luke commented, "I am excited to lead NEBA Wealth Management in Africa. Our goal is to revolutionise wealth management in Africa, providing top-tier financial advisors with the tools and support they need to succeed in this vibrant and diverse market".

John Beverley, CEO of TEAM East, adds, "Luke's appointment is a pivotal step in our expansion strategy. His expertise and vision are crucial for our mission to establish NEBA as a leader in wealth management across Africa. We are confident that under his leadership, NEBA will thrive in these promising markets".

A Call to African Financial Advisors:
NEBA Wealth Management invites financial advisors across Africa to join its growing network. Under Luke's guidance, advisors can look forward to a progressive and supportive environment, fostering both their professional growth and their clients' financial success.

About NEBA Wealth Management:
NEBA Wealth Management, as part of NEBA Team PLC, is committed to delivering exceptional wealth management services, driven by innovation, integrity, and a deep understanding of the unique needs of the African market.
For more information, visit www.nebawealth.com

Empowering Financial Advisors Globally:
NEBA Private Clients and TEAM PLC offer a comprehensive platform for financial advisors worldwide, providing substantial resources, support, and growth opportunities.

TEAM Plc welcomes Matthew Green as New Managing Director
of NEBA Private Clients in Kuala Lumpur

NEBA Private Clients, a key division of TEAM PLC, is excited to announce Matthew Green as its new Managing Director for Kuala Lumpur and Southeast Asia. This strategic appointment marks a significant step in NEBA's commitment to expanding its global footprint in wealth management.

With over 20 years of industry experience, Matthew is perfectly positioned to lead NEBA's growth in these dynamic markets.

Matthew Green states, "I am thrilled to join TEAM’s division, NEBA Private Clients, and lead our expansion in Southeast Asia. My focus is on empowering financial advisors with unmatched support and growth opportunities, enabling them to provide exceptional service to their clients."

John Beverley, CEO of TEAM East, comments, "Matthew's appointment is a cornerstone in our strategy to enhance our international presence. His wealth of experience and deep understanding of the Asian markets will be invaluable as we continue to attract top-tier financial advisors and offer unparalleled wealth management services."

Empowering Financial Advisors Globally:
NEBA Private Clients and TEAM PLC offer a comprehensive platform for financial advisors worldwide, providing substantial resources, support, and growth opportunities.