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St. James's Place Wealth Management recognizes that no single investment house has a monopoly on investment expertise, and St. James's Place do not employ in-house investment managers. Instead we carefully select a number of external managers of outstanding ability to manage our range of funds.
This has a number of advantages:
- It gives us the freedom to select first-class managers from the global investment market to manage our funds on behalf of our clients
- It enables us to change any of these managers at short notice if we have lost confidence in them, without any charges, or tax, or inconvenience to our clients
- It offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by different managers with different styles
We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.
St. James's Place is one of the UK's leading wealth management organisations, managing client funds of 71.4 billion. The company was founded in 1991 by Mike Wilson CBE, Sir Mark Weinberg and Lord Rothschild and today through its Partnership provides reliable and expert advice in all aspects of wealth management.
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