From the outset, TMGA’s Founders recognised a gap in the market for a firm that combined global investment expertise with a high-touch, relationship-driven approach. Since then, TMGA has grown steadily, earning the trust of clients across generations, and establishing itself within Jersey’s financial services industry.
Reflecting on this achievement, our Founders share their thoughts:
Tim Sanders, Founder and Senior Investment Director, said:
When we launched TMGA five years ago, our vision was simple - to put clients at the heart of everything we do. It’s been rewarding to see that vision come to life and to build long-term relationships founded on trust.
Greg Powell, Founder and Senior Investment Director, added:
The past five years has seen significant events in global markets, which have created both challenges and opportunities. What’s been most rewarding is guiding our clients through these shifts, adapting portfolios to benefit from new opportunities along the way.
Micheal Caetano, Founder and Senior Investment Director, reflected:
Reaching five years is a moment to celebrate, but also to look forward with optimism. The wealth management industry continues to evolve, and we are excited to keep working alongside our clients, meeting and hopefully exceeding their expectations.
Anthony O’Keeffe, Founder and TMGA Chairman, concluded:
TMGA was founded on the principle of great client service and pricing transparency, and that remains central to who we are today. This milestone is a testament to the hard work and dedication of our people and the trust our clients place in us.
Looking to the next phase of growth, we remain committed to our founding principles: transparency, excellence, and personal service. Our focus is on continuing to deliver long-term value for clients and strong investment performance while continuing to build trusted relationships.
To all our clients, colleagues, and supporters – thank you for being part of our story. Here’s to the next chapter of TMGA Wealth Management.
