TMGA celebrates its first birthday

Wednesday 09 February 2022

TMGA Wealth Management is celebrating one year in business, having grown a team of 10 specialists, providing discretionary portfolio management for private clients.

The company, which was established early last year during the pandemic, was the brainchild of Anthony O’Keeffe, Tim Sanders, Michael Caetano and Greg Powell.

The team work alongside Pershing as the custodian to its client assets.

Managing Director Norma O'Sullivan said: "Launching in the pandemic certainly added some complexity."

She continued: "From the remoteness of selecting counterparties, suitable office space and building a business infrastructure, through to restrictions on travel and face to face meetings, particularly as personal contact with our clients is something that we hold precious, there were some challenges to navigate.

"Fortunately, as a new business, we were able to build the IT infrastructure and Information Security framework with full remote capability from the outset, so we didn't need to adapt to a home working model.

"It was important to us that we built strong foundations for our business both from a governance and an operational perspective.

"We established the business early 2021 and secured our licence from the JFSC in May, taking our time to ensure we had a robust governance and operational framework in place before going to market.

"We also took incredible care when choosing our team - it is made up of a blend of two senior teams who had previously worked together and boasts complementary experience, an equal gender mix and every team member sharing similar values."