2. AAG Wealth Management represents only St. James’s Place Wealth Management plc
(which is authorised and regulated by the Financial Conduct Authority) for the purpose
of advising solely on the Group’s wealth management products and services, more details
of which are set out on the Group’s website www.sjp.co.uk/products.
The `St. James’s Place Partnership’ and the titles `Partner’ and `Partner Practice’ are
marketing terms used to describe St. James’s Place representatives.
3. Alexander Associates Group (AAG)
is a holistic Wealth Management
group and provider of a wide range
of complementary services. Our
wealth management advice, for both
individuals and corporates, is provided
by AAG Wealth Management, a
Principal Partner Practice of
St. James’s Place Wealth Management.
Like ourselves, St. James’s Place have
a proven track record and strong
heritage.
The facts:
• St. James’s Place is a leading UK
wealth management company
• Founded in 1991
• A FTSE 100 company
• Market capitalisation of circa £4.0
billion
• Over £47 billion client funds
under management
• Guaranteed advice
ABOUT AAG
WEALTH MANAGEMENT
“guaranteed advice”
WHAT IT MEANS TO BE A CLIENT
The St. James’s Place Guarantee is is
solely reserved for wealth management
advice provided by representatives of
AAG Wealth Management.
The St. James’s Place Guarantee
St. James’s Place guarantees the
suitability of the advice given by
AAG Wealth Management when
recommending any of the Wealth
Management products and services
available from companies in the group.
Other services offered by AAG which
fall outside of wealth management
advice and are separate and distinct
to the services offered by St. James’s
Place are therefore not covered by the
St. James’s Place guarantee.
4. There are some important questions
we think you need to carefully consider
when it comes to investing:
• How will you choose an
investment manager?
• How safe are your investments?
(And how will you know?)
• How will your investments be
monitored and by whom?
• Which individual is managing
your money?
• Who is monitoring them?
WHAT IS YOUR
INVESTMENT
MANAGEMENT
APPROACH?
“we’ll provide the answers”
WHAT IT MEANS TO BE A CLIENT
• What would you do if your
investment manager changed jobs
and how would you know?
• When is a good time to invest?
• When should you say no?
• Governance – who is on your
Investment Committee?
They are all questions that you need
answers to... we’ll provide the answers.
5. ST. JAMES’S PLACE
INVESTMENT COMMITTEE
INPUT/ADVICE
FROM STAMFORD
ASSOCIATES
APPOINT THE
FUND MANAGERS
SET
PERFORMANCE
OBJECTIVES
RISK
MANAGEMENT
AND STRATEGY
DECISIONS:
CHANGE FIRM?
CHANGE
MANAGER?
NO CHANGE?
THE ST. JAMES’S
PLACE INVESTMENT
MANAGEMENT
APPROACH
“continuous monitoring”
WHAT IT MEANS TO BE A CLIENT
6. • No in-house managers, so no
conflict of interest
• Investment Committee experience
and expertise
• Global research capability
• Ability to appoint some of the best
fund managers with wholesale
purchase power
• Continuous monitoring plus
quarterly reviews
• Manager changes are
implemented for all clients at the
same time, at no additional cost
and no tax implications
• No capital intensive products,
performance guarantees, options
or overly complex, fashionable or
high risk funds.
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 BENEFITS OF THE
ST. JAMES’S PLACE
APPROACH
“experience and expertise”
WHAT IT MEANS TO BE A CLIENT
7. THE ST. JAMES’S PLACE
GLOBAL INVESTMENT
MANAGEMENT
APPROACH
“global reach”
WHAT IT MEANS TO BE A CLIENT
• 32 funds
• 30 fund houses
• 13 exclusive to UK retail investors
• 52 lead fund managers
• 8 asset classes/strategies
• 15 cities
