What it means to become a client

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Benefits of our approach • No in-house managers, so no conflict of interest • Benefit from Investment Committee experience & expertise • Global research capability • Ability to appoint the best fund managers with wholesale purchasing power • Continuous monitoring, plus quarterly reviews • Any manager change is implemented for all clients at the same time at no additional cost and no tax implications • No capital-intensive products, performance guarantees, options or overly complex, fashionable or high risk funds • Whole of market for specialist products The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. 16
Whole of market * approach *Although our advice is restricted to the products and services available through St. James’s Place, we take responsibility for the due diligence on all the providers whose products and services we make available to our clients, some of which are shown below. SIP SERVICES 17
Page 1 and 2: ST. JAMES’S PLACE WEALTH MANAGEME
Page 3 and 4: About my Practice • Part of the a
Page 5 and 6: Our Covenant • We are committed t
Page 7 and 8: What we provide • Long-term face-
Page 9 and 10: The St. James’s Place Partnership
Page 11 and 12: Our investment management approach
Page 13 and 14: Independent guidance and expertise
Page 15: Global Investment Management Expert
Page 19 and 20: What our clients say about us * ‘
Page 21 and 22: 21
Page 23 and 24: Award winning in 2014/2015 ST. JAME
Page 25 and 26: How do we compare? • We aim to pr
Page 27 and 28: Transparent... but not simple The t
Page 29 and 30: The St. James’s Place approach
Page 31 and 32: Service Standards Charter We will:
Page 33 and 34: Our Executive Board We are an indep
Page 35 and 36: 50 Funds under management 19.4% p.a

What it means to become a client

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