For IFA please! 😊 Also I’m just going on my lunchbreak now!
From: Safia Colebrook <SafiaC@novella-comms.com>
Sent: 12 May 2022 11:58
To: Sue Whitbread <sue.whitbread@ifamagazine.com>; Tim Robertson <TimR@novella-comms.com>
Cc: Rebecca Tomes <rebecca.tomes@ifamagazine.com>
Subject: RE: TEAM Asset Management Acquires Jersey based investment consultancy Concentric
Hi Sue,
This is Gordon Bennie, (with beard) MD of Concentric and James Painter Director of Concentric
Third photo is Mark Clubb – Chairman of TEAM
Best wishes,
Safia
From: Sue Whitbread <sue.whitbread@ifamagazine.com>
Sent: 12 May 2022 11:44
To: Tim Robertson <TimR@novella-comms.com>
Cc: Safia Colebrook <SafiaC@novella-comms.com>; Rebecca Tomes <rebecca.tomes@ifamagazine.com>
Subject: RE: TEAM Asset Management Acquires Jersey based investment consultancy Concentric
Hi Tim
Yes, a photo of the team to go with it would be great. Thanks!
Regards
Sue Whitbread
Editor, IFA Magazine
From: Tim Robertson <TimR@novella-comms.com>
Sent: 12 May 2022 11:25
To: Sue Whitbread <sue.whitbread@ifamagazine.com>
Cc: Safia Colebrook <SafiaC@novella-comms.com>
Subject: FW: TEAM Asset Management Acquires Jersey based investment consultancy Concentric
Hi Sue
Apologies for resending this to you but I thought it might be a story that fits with your magazine and I wondered if you would like some photos of the team
Best wishes
Tim
From: Tim Robertson
Sent: 12 May 2022 08:49
To: Safia Colebrook <SafiaC@novella-comms.com>
Subject: TEAM Asset Management Acquires Jersey based investment consultancy Concentric
Good Morning
TEAM today have announced a fund raising and acquisition of the IFA Concentric
If you would like images of Concentric please let us know
Concentric
Acquisition Rationale
Matthew Moore, CFO of TEAM, commented:
“Concentric is led by an experienced, ambitious team who have built a good business, growing the client base, services and staff, revenues and EBITDA in a challenging market. We are delighted they see the transaction as a stepping stone to achieve their own goals, by being part of a larger, wealth management business, with shared values and the ability to offer clients a broader range of investment advice services.
Core to Concentrics’s investment approach is to focus on modern quantitative and qualitative analysis, with an emphasis on impact, ESG and sustainable development goals investing. These are values shared with TEAM and a basis for significantly expanding Concentric’s customer base by targeting the aspirations of the upcoming generation of investors in Jersey, the UK and internationally.”
Best wishes
Tim
Tim Robertson
Novella Communications, South Wing, Somerset House, London WC2R 1LA
Tel: 020 3151 7008
Mob: 07900 927 650
Website: www.novellacommunications.com | Twitter: @NovellaComms
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