Bespoke Wealth Management

Our Services

Wealth Management

Many UK based Wealth Managers and Financial Advisory firms are restricted to offering UK-based retail funds and managers. The St. James’s Place approach is different, and this approach enables us access to fund management expertise that is often only available to large institutions or overseas retail investors.

Global Approach

We know that the best talent is not confined to one firm or location, and this is why we have chosen to access the skills of leading investment managers around the globe. The investment committee at St. James’s Place select and contract external fund managers from the whole world market.

The St. James’s Place Investment Committee

The funds that make up our portfolios are selected from across the globe by some of the UK’s finest investment experts and industry professionals. The St. James’s Place Investment Committee includes Chris Ralph, previously a portfolio manager for Fidelity and Director at NatWest markets, Peter Dunscombe, having over 40 years’ experience of working in investment markets and Win Robbins, with over 30 years’ experience in the investment management industry having held senior positions at a number of high-profile asset management companies, including Credit Suisse, Citigroup and Barclays Global Investors.

Independent Portfolio Research

St. James’s Place also utilise the services of Stamford Associates and Redington.

Stamford Associates is a leading international investment research consultancy, Stamford Associates concentrates its entire resource to servicing a small number of institutional clients, amongst which St. James’s Place is unique because it is the only provider of wealth management solutions to private clients.

Redington is an independent, wholly employee-owned, investment consultancy firm. Its clients include pension funds, wealth managers, insurance companies and charities. Redington’s team has grown significantly, and has a combined total of over 300 years’ investment consulting, actuarial, capital markets and asset management experience.

Discretionary Fund Management

In addition to the services above, we also offer access to Discretionary Fund Management via Rowan Dartington, the discretionary fund management and stockbroking arm of St. James’s Place.

These investments are set up to:

  • Aim to maximise growth prospects
  • Help Spread risk
  • Offer a range of carefully selected and monitored Investment Managers
  • Give you the option of a regular and predictable ‘income’
  • Allow you to switch between funds easily
  • Help to reduce your personal liability to Income and Capital Gains Taxes

Tax Efficiency

As part of our process we will consider the following investment vehicles when building your financial plan:

  • ISA’s
  • Onshore Bonds
  • Offshore/International Bonds
  • Unit Trusts
  • Pensions

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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.

The value of an investment through Rowan Dartington and any income generated may fall as well as rise. You may get back less than the amount invested.​

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

Contact Us

Have a question?
Would you like a meeting?

0117 440 7869

  • Knightwood Court, Mead Road, Bristol, BS34 8PS

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