TEAM has seen its assets under management boosted by £1bn following the acquisitions of WH Ireland and Epic, the group noted in its FY25 results.
The wealth, asset management and financial services group completed its acquisition of WH Ireland last week (24 March) and announced a deal to acquire Epic Fund Services (Guernsey) as well as eight investment portfolio mandates from investment manager Epic Markets (UK) earlier this week (30 March).
Mark Clubb, executive chairman of TEAM, said the additional assets will “fundamentally reshape the group”.
“We have moved from a developing platform to a business with meaningful scale across investment management, advisory and distribution,” he said.
“This enhances the composition of the group through a higher proportion of recurring, managed revenues; greater control over product manufacturing and infrastructure; a broader and more diversified client base; and a strengthened presence across the UK, Channel Islands and international markets.”
The results for the year to 30 September 2025 show all three divisions – investment management, advisory, and international – grew organically prior to the recent acquisitions, generating a 16% rise in sales to £12m, up from £10.3m in 2024.
Client assets increased 11% overall to £1.29bn, up from £1.16m, primarily driven by growth in the international division, which saw AUA increase from £480m to £558m year-on-year.
Revenues in the international arm increased 17% to £8.1m, supported by the expansion of the adviser network and strong demand across TEAM's target regions.
Advisory revenues climbed 17.5% to £2.4m, reflecting both new client activity and the continued transition of clients into discretionary management, while investment management revenues rose 10% to £1.5m, driven by demand for the model portfolio services and the UCITS funds, which launched in August 2025.
The group said TEAM has entered FY26 in “a good position”, having also invested in its infrastructure, and now has the opportunity to accelerate its growth rate using its increased scale.
Clubb added: “The transformation would not have been possible without the strong foundations we have been building.
“In FY25 we grew the business organically, improved efficiency, keeping costs well below revenue growth and moved the international division into profitability.
“Post year end, the acquisitions are expected to increase our AUM to more than £2.3bn. This is an exciting time for the group as we look to drive significant value from our substantially enhanced platform.”
