St. James's Place Wealth Management Group

About St. James's Place

St. James’s Place Wealth Management is a FTSE 250 company with £39bn of client funds under management.

Through our dedicated network of advisers -
the Partnership - we offer face-to-face wealth management advice, which is tailored to meet your own specific circumstances.

Our investment management approach

  1. Our business

    Our Business

    Through our Partnership, we offer face-to-face wealth management advice to individuals, trustees and businesses. We believe that this personal approach is key to our success.

  2. Our history

    Our History

    St. James’s Place was established in 1991, under the name of the J. Rothschild Assurance Group, by Sir Mark Weinberg, Lord Rothschild and Mike Wilson CBE.

  3. The directors

    The Directors

    The Board is responsible to the shareholders for the success of the company and for its overall strategic direction and governance.

  1. Our responsibilities

    Our Responsibilities

    As a successful organisation, we believe we have a responsibility to help those who are less fortunate than us, and to reduce the impact we have on our environment.

  2. Our awards

    Our Awards

    We’re proud of the awards that we’ve won over the years and our recognition within the wealth management industry today.