Investment Management
Your control is our priority.
Introduction
By grasping your objectives, investment timeframe, and tolerance for risk, we are equipped to tailor an investment strategy that aligns with your needs.
You can take comfort in the fact that our choices are based on thorough analysis. We aim to build a diversified portfolio for you, integrating an appropriate combination of asset types from various geographical areas through a variety of investment approaches.
This will be carefully adjusted to resonate with your principles, allowing you to concentrate on life’s priorities, knowing that we are diligently applying our investment skills to oversee and safeguard your assets with the greatest diligence.
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.
Curation
Our approach involves confidently steering through the markets for you, adopting a comprehensive perspective on investment opportunities to capitalise on potential gains.
St. James’s Place extensive knowledge of the market and strategic connections enable them to identify, assess, and offer clients attractive and varied investment opportunities.
Our approach to financial and investment planning is based on your unique goals. To understand your goals and provide peace of mind throughout your life, we will work with you in three different ways:
PLAN: When aiming towards longer-term financial goals, such as a comfortable retirement, you’ll need a detailed plan. We’ll work together to agree a plan that works for you.
DESIGN: After considering your time horizon and attitude to risk, we can design an investment portfolio to match the plan.
REVIEW: Market conditions change. So can personal circumstances. We’ll keep a close eye on your investments to help them stay on track.
We hold the conviction that long-term investment, spanning decades rather than days, is the most effective strategy to fulfill your life’s goals.
Need a bespoke financial plan crafted specifically for your unique requirements?
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Top-tier investment expertise isn’t confined to a single company or place. In order to optimise the management of your investments, we tap into the abilities of some of the most skilled fund managers globally.
As a Senior Partner Practice of St. James’s Place, our clients benefit from economies of scale and the best-in-class fund managers and products.
St. James’s Place engages external supervision in handling your investments. This worldwide network of fund managers and essential strategic partners minimises bias and guarantees diverse investment perspectives. We also have a wide range of comprehensive expertise within our practice.
You can be confident that we will pinpoint the most fitting investment strategies for you, supported by data and analytics. Trust us to balance opportunity and risk, with our sights set on achieving your long-term objectives.
The Investment Committee features independent participants who contribute experience and specialised insight, affirming the integrity of their process and decisions.
Our Value Assessment Statement examines the benefits you gain from our services, based on the investment management approach.
It outlines the ways we offer value, describes the measures we’ve implemented in the last year, and identifies areas for further improvement.
This initiative underscores our dedication to presenting transparent and equitable details regarding your investments with us.
SJP recognises that no single investment house has a monopoly on investment expertise, so don’t employ in-house investment managers. Instead, SJP carefully select a number of external managers to manage the range of funds.
This has a number of benefits:
- It gives us the freedom to choose from some of the best managers in the world
- It means SJP can change a manager at short notice if the need arises, without inconvenience to you
- It gives you a real opportunity to diversify your investments by spreading your money across funds managed by different managers with different styles.
Key to the distinctive approach is the ability to identify and select fund managers from around the world. Contracting out fund management gives greater freedom and the flexibility to source investment expertise on a global scale, giving you diversification and investment expertise that is beyond the scope of many wealth advisers.
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.
