Investment planning

For Investment Management, as a Partner Practice of St. James’s Place Wealth Management, our clients have exclusive access to a wide range of carefully selected fund managers.

St. James’s Place Wealth Management recognises that no single investment house has a monopoly on investment expertise, and do not employ in-house investment managers. Instead they carefully select a number of external managers of outstanding ability to manage our range of funds.

This has a number of advantages:

  • It provides freedom to select first-class managers from the global investment market to manage St. James’s Place funds on behalf of their clients
  • It enables them to change any of these managers at short notice if they have lost confidence in them, without any charges, or tax, or inconvenience to clients
  • It offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by different managers with different styles

The Investment Committee

The cornerstone of the St. James’s Place approach is the Investment Committee, which ‘manages the fund managers’ on behalf of our clients. The role of the Investment Committee is to:

  • Select the best investment managers
  • Continually monitor those managers to ensure they maintain the standards for which they were selected
  • Change managers if this becomes necessary
  • Ensure clients have an appropriate spread of investments by providing a comprehensive range of funds and Growth and Income Portfolios

We believe this investment process provides our clients with the best chance to achieve superior returns over the medium to long term.

 

To help in carrying out its role, the St. James’s Place Investment Committee is assisted by Stamford Associates, Redington and other independent consultants, each selected for their expertise in particular areas of the investment world. Stamford Associates and Redington play a vital role in the selection and monitoring of the fund managers, as well as assisting the Investment Committee with investment strategy and the development of the St. James’s Place fund range.

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.

 

To discuss your investment planning requirements in more depth please contact us by phone on 0345 434 9505, or mail Enquiries.Roxburgh@sjpp.co.ukor by clicking here

Six reasons to use us

1. We understand how important these decisions are for you

2. We will ask the right questions

3. We will communicate with you in plain English with no jargon

4. We do all the work, right through to completing the application form

5. Our advice is tailored to your demands and needs

6. Our advice will leave you in an informed position to make the right choices

You may also be interested in:

  • Retirement planning
  • Wealth management