St. James's Place plc

Overview

St. James's Place plc is a British financial advice and wealth management company headquartered in Cirencester, Gloucestershire. The company offers a comprehensive range of services, including investment management, retirement planning, protection, intergenerational wealth management, banking, and mortgages. As of December 2024, St. James's Place managed assets totaling £190 billion. The firm's investment strategy encompasses equity, fixed income, and balanced mutual funds, catering to various client needs. Their approach is characterized by a combination of advisory services, fund management, and life insurance solutions. The company is listed on the London Stock Exchange and is a constituent of the FTSE 100 Index. St. James's Place was founded in 1991 by Mike Wilson, Mark Weinberg, and Jacob Rothschild. Over the years, it has grown to become one of the UK's leading wealth management organizations, with a significant presence across the country. The company's commitment to providing personalized financial advice and a distinctive investment management approach has contributed to its success in the wealth management sector.