Our Philosophy
Our core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn helps provide financial peace of mind to discerning individuals and business clients.
Asset Management
Unlike most other financial services companies, the St. James's Place Group has no investment managers of its own and instead have selected a number of respected external investment houses to look after its funds.
The cornerstone of the St. James's Place Group's approach is its Investment Committee, advised by our in-house team of analysts, assisted by independent consultants. The Investment Committee has the responsibility of selecting, monitoring and changing external fund managers.
To this end, the Committee meets regularly to review performance and consider detailed reports from each external firm. If a change in the market place calls for the addition of another firm, the committee will select one. If the committee loses confidence in the ability of an existing firm of managers it will replace them, without any tax or charges to the client.
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.
Testimonials
