1. A BOUT ST. JA M ES’S PL ACE
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 in Singapore represent St. James’s Place
(Singapore) Private Limited, which is part of the St. James’s PlaceWealth Management Group,
is regulated by the MonetaryAuthority of Singapore and is a member of the
Association of FinancialAdvisors (Singapore).
Company Registration No. 200406398R. FinancialAdviser’s Licence No. FA100026.
Members of the St. James’s Place Partnership in Shanghai represent St. James’s Place (Shanghai)
Limited, which is part of the St. James’s Place Wealth Management Group and a
Wholly Foreign Owned Enterprise (WFOE).WFOE registration No. 31000040060051.
Members of the St. James’s Place Partnership in Hong Kong represent St. James’s Place
(Hong Kong) Limited, which is an authorised insurance broker by being a member
of The Hong Kong Confederation of Insurance Brokers CIB, a licensed corporation with
the Securities and Futures Commission and registered as an MPF Intermediary.
St. James’s PlaceWealth Management plc Registered Office: St. James’s Place House,
1Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom.
Registered in England Number 4113955.
SJPA9001-VR6 (11/16)
THE ST. JAMES’S PLACE FOUNDATION
The Foundation is a UK registered charity, formed
in 1992.We have raised over £50 million to date,
mainly supporting UK children’s charities and
smaller causes. Since 1999, the company has
matched every pound raised for the Foundation by
Partners and staff.
CORPORATE SOCIAL RESPONSIBILITY
We focus on supporting communities local to our
offices.We aim to make a lasting difference to those
in need and change their lives for the better. Over
60% of staff support our communities or participate
in charitable activities, during work time.
OUR GUARANTEE
We guarantee the suitability of the advice given by
members of the St.James’s Place Partnership when
recommending any of the wealth management
products and services available from companies in
the Group,more details of which are set out on the
Group’s website at www.sjp.co.uk/products.This
quite simply provides clients with reassurance and
peace of mind when planning their financial future.
WHAT MAKES US DIFFERENT
The strength of the relationship between our
Partners and their clients, and our approach to
investment management, are the fundamental
principles that underpin our business.
OUR HISTORY
1991 FOUNDED AS J. ROTHSCHILD
ASSURANCE
1992 STARTED TRADING AND
FORMED THE FOUNDATION
1997 ACHIEVED PUBLIC LISTING ON
LONDON STOCK EXCHANGE
2000 CHANGED OUR NAME TO
ST. JAMES’S PLACE
2007 ADOPTED THE TRADING STYLE
ST. JAMES’S PLACE
WEALTH MANAGEMENT
2013 BECAME A WHOLLY INDEPENDENT
COMPANY FOR THE FIRST TIME
2014 ENTERED THE FTSE 100 AND
ACQUIRED THE HENLEY GROUP
IN ASIA
2016 ACQUIRED ROWAN DARTINGTON
FOR DISCRETIONARY FUND
MANAGEMENT & STOCKBROKING

2. OUR COMPANY OUR SERVICES
St. James’s PlaceWealth Management was founded
in 1991 and is now a FTSE 100 company, with over
£71 billion of client funds under management.
THE ST. JAMES’S PLACE PARTNERSHIP
Our wealth management advice service is delivered
exclusively by our Partners, who are collectively
referred to as the St. James’s Place Partnership.
They build long-term client relationships and
comprise some of the most experienced and able
professionals working in wealth management today.
AWARD-WINNING ADVICE
We are delighted to receive recognition for the
quality of advice and service provided to our clients.
WHAT WE DO
We provide highly personalised face-to-face wealth
management services to individuals, trustees and
businesses. With our relationship-based approach,
we place our clients at the centre of everything we
do and tailor solutions to individual requirements.
OUR APPROACH TO
INVESTMENT MANAGEMENT
Recognising that future investment performance
is unpredictable, our approach addresses this
challenge.We have no investment managers of our
own. Instead, we have the flexibility to choose any
investment manager from any fund management
firm anywhere in the world.
The responsibility of selecting, monitoring and,
if necessary, changing the range of funds and fund
managers that are made available to our clients
falls upon our Investment Committee. To keep
pace with an ever-changing marketplace, the
committee meets regularly to review performance.
The expertise of its members is complemented by
the advice of Stamford Associates, Redington and
other respected independent investment research
consultancies in making its decisions.
A key element in our approach is keeping you
fully informed of how your money is being
managed with regular communications, including
our quarterly magazine,The Investor.
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 and is dependent
on individual circumstances.
WINNER
INVESTMENTS
We provide a distinctive approach to investment
management and specialist advice to arrange all
investments as tax-efficiently as possible.
RETIREMENT PLANNING
Our pension options allow our clients to take
advantage of the opportunities available and plan
for a long and prosperous retirement.
INTERGENERATIONAL WEALTH
Our range of family-oriented financial products
and services enables families to work together to
support each other across the generations.
PROTECTION
We provide solutions to meet specialist insurance
needs and mitigate the impact of tax for companies
and the people who own and manage them.
OTHER SERVICES
We provide access to carefully selected high-quality
external providers, to complement and enhance
our own range of services.