Why St. James's Place

St. James Place was founded in 1991 by Sir Mark Weinberg, Lord Rothschild and the late Mike Wilson CBE. The company is now one of the UK’s leading wealth management establishments. All clients receive unbeatable face to face advice with a distinctive investment management approach, along with the confidence of being backed by a FTSE 100 company.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and can therefore go down as well as up. You may get back less than you invested.

Guarantee

St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website.

Investment Management Approach

St. James’s Place wealth Management has a distinctive approach to investment management, it employs no in house investment managers and understands the depth of the market. Fund managers with outstanding ability are selected and vetted to manage its funds. This has a number of advantages:
  • It allows St. James’s Place to select manages at the top of their game from a global investment market.
  • It gives St. James’s Place the freedom to change any of manages if they loose confidence in their ability, this comes without any charges or tax to our clients.
  • A diverse selection gives clients the opportunity to spread their money across funds, managed by different manages with different styles.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Awards

2020

  • Wealth Management Company of the Year – City of London Wealth Management Awards

 

2019

  • Best Financial Adviser – Personal Finance Awards
  • Best Wealth Manager – Shares Awards
  • Wealth Management Company of the Year – City of London Wealth Management Awards
  • Best Wealth Planning Team – Wealth Adviser Awards
  • Best High Net Worth Team – Wealth Adviser Awards
  • Best Wealth Manager Growth Portfolio – Wealth Adviser Awards
 

2018

  • Best Financial Adviser – Personal Finance Awards
  • Best Wealth Manager – Shares Awards
  • Wealth Management Company of the Year – City of London Wealth Management Awards
  • Outstanding Accomplishment – City of London Wealth Management Awards
  • Best Private Client Investment Manager – Wealth Adviser Awards
  • Best Wealth Planning Team – Wealth Adviser Awards
 

2017

  • Best Financial Adviser – Personal Finance Awards
  • Best Wealth Manager – Shares Awards
  • Wealth Management Company of the Year – City of London Wealth Management Awards
  • Best Private Client Investment Manager – Wealth Adviser Awards
 

2016

  • Best Financial Adviser – Personal Finance Awards
  • Best Wealth Manager – Shares Awards
  • Best Wealth Manager – What Investment Readers’ Awards
  • Pension Firm of the Year – Financial Directors’ Excellence Awards
  • Best Private Client Investment Manager – Wealth Adviser Awards
  • Wealth Management Company of the Year – City of London Wealth Management Awards
 

2015

  • Pension Firm of the Year – Financial Directors’ Excellence Awards
  • Top in Sector – Britain’s Most Admired Companies
  • Best Wealth Manager for Inheritance Tax and Succession Planning – FT/Investors Chronicle
  • Best Wealth Manager for Trusts – FT/Investors Chronicle
  • Best Financial Adviser – Personal Finance Awards
  • Best Wealth Manager for Tax Efficiency and Advice – FT/Investors Chronicle
  • Wealth Adviser Award 2015 – Best Private Client Investment Manager
  • Wealth Management Company of the Year – City of London Wealth Management Awards 2015
 

2014

  • Best Wealth Manager for Tax Efficiency and Advice – FT/Investors Chronicle
  • Best Financial Adviser – Personal Finance Awards
  • Best Pension Providers’ Fund, UK Equities – Money Observer Pension Fund Awards
  • FTSE 100 Business of the Year – National Business Awards Finalist
  • Best Performing Fund – City of London Wealth Management Awards
  • Best Private Client Investment Manager – Wealth Adviser Awards
  • Best Global Equity Fund – Morningstar UK Fund Awards
  • Best Wealth Manager – Online Personal Wealth Awards
 

2013

  • Top in Sector – Britain’s Most Admired Companies
  • Best Wealth Manager – Shares Awards
  • Best Private Client Asset Manager UK – Wealth Adviser Awards
  • Best Wealth Manager for Tax Efficient Investments – FT/Investors Chronicle Awards
  • Wealth Management Company of the Year – City of London Wealth Management Awards
  • Best Financial Adviser – Personal Finance Awards
 

2012

  • Top in Sector – Britain’s Most Admired Companies
  • UK Wealth Manager of the Year – FT and Investors Chronicle Awards
  • Best Financial Adviser – The Personal Finance Awards
  • Best Insurance plc – UK Stock Market Award
  • Wealth Management Company of the Year – City of London Wealth Management Awards
 

2011

  • Best Financial Adviser – Personal Finance Awards
  • Best Wealth Manager for Tax – FT and Investors Chronicle
 

2010

  • Wealth Manager of the Year – The Daily Telegraph
  • Best Financial Adviser – Personal Finance Awards
 

2009

  • Wealth Manager of the Year – FT and Investors Chronicle
  • Best Wealth Manager for Investments – FT and Investors Chronicle
  • Best Wealth Manager for Inheritance Tax and Succession Planning – FT and Investors Chronicle
  • Best Performing Fund – The Daily Telegraph
 

2008

  • Wealth Manager of the Year – The Daily Telegraph
  • Best Wealth Manager – FT and Investors Chronicle
  • Best Income Fund Manager – FT and Investors Chronicle
 

2007

  • Wealth Manager of the Year – The Daily Telegraph