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Why St. James's Place?
As a Partner Practice of St. James’s Place, we’re an agile team that’s backed by global expertise. Working under St. James’s Place provides a wide range of funds, portfolios and experts that are aligned with our values, and commitment to social responsibility.
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As a financial advisory business with a combined £168.2bn of client funds under management, you can rest assured that we’re backed by a group that puts long-term relationships and trustworthy advice at the heart of everything we do.
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Why St. James's Place?
You can be sure we're making the best decisions possible to help you stay on track with your plans for now and over the long term.
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Our Investment Management Approach takes an active view of our investment portfolios through our Select, Monitor and Change process. This identifies opportunities to improve investment performance regularly.
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Our Advice Guarantee
St. James's Place guarantees the suitability of the advice given by members of Summit Financial when recommending any of the wealth management products and services available from companies in the group.
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This gives you more certainty that the advice we're providing is suitable to your needs, and promotes peace of mind for our clients.
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Layers of protection
We take the protection of your wealth seriously and safeguard your investment through a number of different layers of protection.
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St. James's Place holds your assets, unlike other wealth managers who farm them out. These assets are held securely with an independent external bank, managed with daily, weekly and monthly controls.
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Finally, we adhere to our regulators' requirements in both Hong Kong and the UK.
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Data correct as of 31 December 2023.
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The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
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Please note that the St. James’s Place approach to investment management only applies to St. James’s Place products.