Highly personalised and quality face-to-face advice is core to our culture. We believe that, as a Private Client, you should also have access to the individuals managing your money and the people making the decisions about those managers, as well as experts who can keep you closely informed on all aspects of wealth management.
Through our Private Client events, you have the opportunity to meet and question our experts, including fund managers, our Chief Investment Officer and other members of the Investment Committee. We also hold bespoke events on topical matters such as philanthropy and charitable giving, planning for the next generation and Inheritance Tax.
These exclusive events provide real insight into matters that directly affect you and your wealth and open our extensive network of expert connections to our most valued clients.
The value of personal financial advice
In a world of call centres and robo-advice, St. James’s Place believe maintaining long-term face-to-face relationship in addition to technology support is the best approach.
Before you become a Private Client, your St. James’s Place Partner will introduce you to the team of specialists they will work with to create and maintain your wealth management strategy. Working alongside the Private Client team, your St. James’s Place Partner will gain a detailed understanding of the ambitions and requirements you have for yourself and your family.
Your St. James’s Place Private Client Partner in Asia is your curator and guide to a comprehensive range of expertise, skills, specialist services and the proposition that underpin the St. James’s Place Private Client Service. These have been specifically developed to meet the increasingly complex wealth planning, structuring and investment planning needs of today’s high net worth globally mobile individual and family. With the ongoing support of experts within the Private Client team, your dedicated adviser will work closely with you to ensure that the strategy is reviewed regularly, and adapted where appropriate.