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David joined the Company in 1991 and was appointed to the Board in 1997, before becoming Chief Executive in 2007. He previously fulfilled a number of roles at
St. James’s Place including Group Operations Director and Managing Director. David has worked in the financial services industry since 1973 and is a Trustee of the
St. James’s Place Foundation and a member of the FCA Practitioner Panel.
Chief Financial Officer
Andrew joined the Company in 1993 and has been Chief Financial Officer since 2004. He qualified as a Chartered Accountant at PricewaterhouseCoopers in 1988 and has a degree in Accounting and Economics from Southampton University. Andrew is a Trustee of the St. James’s Place Foundation.
David joined the Company in 1992 and was appointed to the Board in 2007. David is the Managing Director with responsibility for Operations, including Client Services, Marketing, Business Development and the Group’s fund range. He is a member of the Investment Committee and a Trustee of the St. James’s Place Foundation. David is also a non-executive Director of The Henderson Smaller Companies Investment Trust plc, a Director of the Association of Private Client Investment Managers and Stockbrokers, a member of the Board of Governors of the University of West of England and a member of the Council for the CBI (South West). He is a graduate of City University, London and a Fellow of the Institute of Actuaries.
Ian is the Managing Director responsible for the management and development of the Partnership. He has worked in the financial services industry since 1986 and joined the Company in 1991. He was appointed to the Board in 2003. He has a degree from Lancaster University and an MA from Leicester University. Ian is a Trustee of the St. James’s Place Foundation and a member of the Strategic Advisory Board of the Loughborough University Business School.
Charles joined the Board in January 2010 as an independent non-executive Director and was appointed non-executive Chairman with effect from January 2012. He is Chair of the Nomination Committee. Charles is Non-executive Chairman of ICAP plc and CPP Group plc and a non-executive Director of Caledonia Investments plc. He has extensive board and senior management experience in the UK and overseas and has more than thirty years of experience in the financial services sector. Charles has previously served on the boards of United Business Media plc, Provident Financial plc and MAI plc. Charles graduated in History and Law from Trinity Hall, Cambridge and has an MA in Law. He qualified as a solicitor in 1972.
Senior Independent Director
Sarah joined the Board as an independent non-executive Director in 2004 and became Senior Independent Director in January 2012. She is Chair of the Remuneration Committee and is a member of the Investment Committee. Sarah has over thirty years investment experience and is Chairman of the J. P Morgan American Investment Trust plc, non-executive and senior independent Director of Development Securities plc, a non-executive Director of Worldwide Healthcare Trust plc and of three other listed investment trusts. Sarah is Chairman of Rutley Russia Property Fund and of the Cancer Research UK Pension Fund Investment Committee and is a Director of Stena Line (UK) Pension Fund Trustees. Sarah is also an advisor to, or member of, various other investment committees and was formerly Chairman of the Association of Investment Companies. Sarah graduated in Philosophy and Law from Trinity Hall, Cambridge and has an MBA from the London Business School.
Vivian joined the Board in July 2011 as an independent non-executive Director and is Chairman of the Investment Committee. He is also a member of the Remuneration and Audit Committees. Vivian has a wealth of board and senior management experience and has over thirty years’ experience of investment markets. He is a non-executive Director of Henderson High Income Trust plc, Brunner Investment Trust plc and Perpetual Income & Growth Investment Trust plc. Vivian is currently Vice Chairman of the Governors of Dulwich College, a Member of the Advisory Board of Greenwich Hospital and advises the BAE Systems Plc Pension Fund and the Investment Committee of the Nuffield Foundation. Vivian has an English degree from Cambridge.
Iain joined the Board as an independent non-executive Director in October 2011. He is Chairman of the Audit Committee and a member of the Risk and Nomination Committees. Iain has considerable board and senior management experience and was Chief Executive of the Yorkshire Building Society from July 2003 until December 2011, having joined the Society in 1992. Iain is a non-executive Director of the Prudential Regulatory Authority and was appointed non-executive Director of Arrow Global plc in October 2013. He also served as a member of the FCA Practitioner Panel from 2007 to 2011, becoming Chairman in 2009. Prior to joining the Society, he was a Senior Consultant in KPMG’s Strategy Services Consultancy Practice, specialising in banking and finance sector consultancy projects.
Sue Harris was appointed to the Board as a non-independent non-executive Director in June 2013 to represent Lloyds Banking Group (LBG) and has been Group Audit Director for LBG since November 2012. Prior to this, Sue was the Finance Director for LBG Group Finance from January 2010 to November 2012 and was responsible for, amongst other things, LBG’s external financial and regulatory reporting, management reporting, planning and forecasting, finance shared services and Group tax affairs. Prior to joining LBG Sue held roles as Managing Director for Finance at Standard Life and Group Treasurer and Head of Corporate Development for Marks & Spencer.
Alison Hewitt was appointed to the Board as a non-independent non-executive Director in June 2013 to represent Lloyds Banking Group (LBG) and has been Managing Director (Retail Business Risk) for LBG since May 2012, where she is responsible for first line business risk management across the Retail business. In her previous role as Group Compliance and Conduct Risk Director at LBG, Alison liaised on behalf of the LBG Group with a wide range of regulators, both domestic and international. Before joining Lloyds TSB in 2006, Alison worked for the FCA, managing teams in Enforcement, Policy and Supervision.
Mike joined the Board as an independent non-executive Director in 2005. He chairs the Risk Committee, is a member of the Audit and Nomination Committees and sits on the Board of St. James’s Place International where he also chairs the Compliance and Risk Committee. He is Professor of Accounting at the London School of Economics and Political Science and Director of the Centre for Analysis of Risk and Regulation. He is a Fellow of the Institute of Chartered Accountants in England and Wales, an Associate of the UK Chartered Institute of Taxation and an Honorary Fellow of the Institute of Risk Management. Mike holds honorary doctorates from the Universities of Uppsala and St Gallen and he lectures and writes on risk management, regulation and compliance issues.
Baroness Wheatcroft was appointed to the Board as an independent non-executive Director in April 2012 and is a member of the House of Lords. She is currently a non-executive Director of FIAT S.p.A. and of the Association of Large Visitor Attractions. Baroness Wheatcroft has considerable experience of the media and journalism and was previously Editor-in-Chief at the Wall Street Journal, Europe, a former Editor of the Sunday Telegraph and was Business and City Editor of The Times between 1997 and 2006. She has been a non-executive Director of Barclays Group plc and Shaftesbury plc and acts as an advisor to, or member of, various other bodies, including the British Museum, the UK/India Round Table and Policy Exchange.
Sir Mark founded the St. James's Place Group with Mike Wilson and Lord Rothschild in 1991 and was Chairman of the company until September 2004, when he resigned from the Board and was appointed President of the company. He chaired the Investment Committee until July 2011. Sir Mark originally practised as a barrister and was formerly Deputy Chairman of the Securities and Investments Board, the forerunner to the Financial Conduct Authority. He is Chairman of the Pension Corporation and of Synergy Insurance.
Mike has worked in the financial services industry since 1963 and founded the St. James's Place Group with Sir Mark Weinberg in 1991. He was Chief Executive until September 2004 and was Chairman of the company until December 2011, when he resigned from the Board. Mike is a director of the St. James's Place Foundation and was formerly Chairman of the Mental Health Foundation.
Copyright St. James's Place © 2013
The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.Members of the St. James’s Place Partnership represent St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.St. James’s Place Wealth Management plc, St. James’s Place UK plc, St. James’s Place Unit Trust Group Ltd and St. James’s Place International plc are members of the St. James’s Place Wealth Management Group. St. James’s Place UK plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.St. James’s Place Unit Trust Group Ltd is authorised and regulated by the Financial Conduct Authority.St. James’s Place International plc is authorised and regulated by the Central Bank of Ireland.St. James’s Place Wealth Management plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom.Registered in England Number 4113955.