We specialise in meeting the Wealth Management needs of families, their trusts and businesses which have created signiﬁcant capital, or who earn higher incomes, and whose circumstances are therefore more complicated than most.
We provide a full spectrum of wealth services from providing access to discretionary portfolios and fund management through to tax eﬃcient structuring & investment, succession planning, specialist lending & insurance, cash management and philanthropy.
We are able to accommodate non-domiciled UK residents by referring them to our Channel Island oﬀshore custodian and also US clients via a referral to one of our aﬃliated organisations.
All our costs and charges are fully transparent and competitive, whilst our performance management is rigorous and industry leading.
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.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.