Asset and Private Portfolio Management

Asset Management

We recognise that successful investment, whether it is in the form of pension plans, capital growth or income creation, is critical to your future well-being, but it is a field which presents a unique challenge as performance is unpredictable.

St. James's Place adopts an innovative approach. Unlike most other financial services companies, St. James's Place has no investment managers of its own and instead has selected a number of respected external investment houses to manage its funds.

The cornerstone of the St. James's Place approach is its Investment Committee, which is assisted by independent consultants, carefully select, continually monitor and, when necessary, replace these managers.

The Investment Committee has the responsibility of selecting, monitoring and changing (when necessary) external fund managers, meeting quarterly to review performance and consider detailed reports from each external firm. If a change in the market place calls for the addition of another firm, the Committee will select one. If the Committee loses confidence in the ability of an existing firm of managers it will replace them, without any charges to the client.

Full details of the current fund management teams can be seen under the Services page (Investments).

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.