We take a thoughtful, strategic approach to investment planning, helping you grow and preserve your wealth in line with your financial goals. Whether you are investing for the first time or reviewing an existing portfolio, we provide clear, personalised guidance every step of the way.
We build investment plans based on your unique objectives, risk tolerance and time horizons, ensuring your portfolio reflects your personal circumstances and long-term ambitions.
We aim to manage risk through diversification, using a range of asset classes and fund managers carefully selected by the St. James’s Place investment committee and using the SJP distinctive approach to investment management.
Rather than managing investments in-house, St. James’s Place appoints a variety of external fund managers with proven track records, monitored by their dedicated Investment Committee.
We continuously monitor your investments and meet with you regularly to ensure your portfolio remains aligned with your goals, adapting to changes in your life or the market.
We help structure your investments to help maximise tax efficiency and support your wider financial planning objectives.
SJP do not employ their own investment managers, but select from some of the best managers around the world, with differing approaches to investment, to manage their funds. The St. James’s Place Investment Committee and their in-house team of analysts, assisted by independent consultants, carefully select, continually monitor and, when necessary, replace these managers.
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.
