Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

St James’s Place Wealth Management

  • Min. account size

    £50,000
  • Company type

    Wealth Managers
  • Ownership

    Part of a listed group
  • Size of wealth manager

    Large
  • Size

    Global
  • Founded

    1991

St James’s Place Wealth Management Factfile

The St. James's Place Wealth Management Group offers a wide range of high quality wealth management services to businesses and individuals. With £56 billion funds under management, we are well established as one of the UK's leading wealth management organisations. At the heart of our business is the St. James's Place Partnership, which brings together some of the most experienced, able and highly-regarded professionals working in financial services, with an average of 17 years in the industry.

Contact person Relationship manager
Fee structure Per trade, annual fee
Min. account size £50,000
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance
Contact person Relationship manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture
Online dealing
Timezones
Margin accounts
Retail banking
Ethical investing
Philanthropy

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