OUR SOLUTIONS

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A range of tailored solutions to meet your aspirations. 

Our proposition for Private Clients provides a bespoke service, to deliver added value now and in the future.

 

By working together, your adviser and relevant experts are able to put you in control of your financial future; always being on hand for advice and guidance that can make all the difference in an uncertain world.

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Private client investment services

Developed specifically for you with more sophisticated investment and access to banking and lending requirements.

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Protecting your assets and family

Specialist advice to help protect you and your loved ones.

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Your concierge service

Access to exceptional lifestyle experiences alongside world-leading brands.

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Maintaining your lifestyle

A diverse range of solutions to preserve and grow your capital to support the lifestyle you enjoy.

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Expatriation and repatriation services

Return home with confidence with our global mobility Private Client team.

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Helping you help others

Our philanthropy service can provide the support to ensure your charitable giving is both effective and rewarding.  

 

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Wealth transfer

Understanding your wishes and providing expert advice to transferring assets and wealth to your loved ones.

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Sustainable global solutions

Helping you achieve financial wellbeing in a world worth living in.

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Face to face relationships

Highly personalised and quality face-to-face advice is core to our culture. 

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.

A wealth of solutions

To complement and enhance our own range of financial solutions, you also have access to carefully selected external providers, whose quality we constantly assess. 

We can provide bespoke advice on a whole range of wealth management needs and objectives, by taking into consideration all aspects of your financial needs and personal circumstances.