Our Business Partners
About St. James’s Place
Established in 1992 in the UK, St. James’s Place Wealth Management is now a FTSE-100 wealth management business managing £109.3 billion clients’ funds under management. We put long-term relationships and advice that clients trust at the heart of everything we do.
With offices in Singapore, Hong Kong, Shanghai, Beijing, and Shenzhen, we are one of Asia’s leading wealth management companies.
Our Services
The St. James’s Place Wealth Management Group specialises in delivering face-to-face wealth management advice and financial education to individuals, trustees and businesses.
As well as addressing simple and straightforward issues such as insurance and will writing, we can also help resolve complex problems for clients, such as investing for growth or income, tax-efficient investment planning, retirement planning, and estate planning.
Our relationship-based advice service means that we are committed to helping you manage your wealth in a way that reflects your personal circumstances. Putting you firmly at the centre of everything we do is core to our culture and enables us to run a genuinely client-focused business.
Our Investment Management Approach
Achieving financial security doesn’t happen by chance. It needs vision, a long-term commitment and the help of experts to create and execute the plan. It also needs successful investment of your money.
We understand the critical responsibility we are given when clients entrust us with their money. That is why we decided to take a radical and effective approach to investment management.
It’s an approach that underpins and complements the quality advice and service provided by your St. James’s Place Partner. It allows them the freedom to focus on what they are best at – helping clients plan their finances – supported by the knowledge that the selection and vital day-to-day monitoring of those managing their clients’ money is being done by experts. We believe that it gives our clients the best chance of achieving superior investment results over the medium to long term.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The St. James’s Place approach to investment management only applies to St. James’s Place products.
Please note advice relating to a will involves the referral to a service that is separate and distinct to those offered by St. James’s Place.
For further enquiries on the protection plans, products, and services available please click here.