A global approach to selecting fund managers
Key to the distinctive St. James's Place approach is the ability to identify and select fund managers from around the world. Contracting out the management of our funds gives us greater freedom and the flexibility to source investment expertise on a global scale, providing our clients with truly diversified portfolio solutions.
* Red lines indicate fund managers from whom all the strategies we offer are exclusive to St. James's Place clients in the UK retail space.
The value of an investment with St. James's Place will be directly linked to the funds selected and may go down as well as up. You may get back less than you invested.
Responsible Investing
When you invest your money with St. James’s Place you can make that money a real force for good. Hear from our Investment Director, Robert Gardner, introduce our approach to responsible investing.
We know that many of our clients want their money invested responsibly, even if preserving and growing capital, or generating income, might be their primary aims. We take this priority seriously, not least through integrating environmental, social and governance (ESG) factors into our investment process.
We believe that our external fund managers should factor environmental, social and governance issues into their investment decisions. This focus provides not only a risk management tool, but also an alternative lens to identify new opportunities that may contribute to superior long-term investment returns.
Our Journey So Far
We continually develop our responsible investment approach, working closely with our managers to encourage and support the considerations around responsible investing as an integrated part of the investment process.
While the principles of Responsible Investing are embedded throughout our investment approach, some of our solutions place an extra emphasis on ESG factors. For example, the Sustainable & Responsible Equity fund provides a focused solution for investors seeking a strategy that contributes to a more sustainable global economy.
Recognition
More Information
To view the progress we made in 20209 around our approach to Responsible Investing, please
click here.
St. James’s Place is a signatory to the United Nations Principles for Responsible Investing (UNPRI). To view further information and see how our Portfolios are managed in accordance with the UNPRI,
click here.
St. James’s Place is a signatory to the UK Stewardship Code and is fully supportive of its principles.
Read our statement of commitment to the code.
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.
Awards
2020
- Best Wealth Manager – Shares Awards
- Championing LGBTQ Inclusion - Financial Adviser Diversity in Finance Awards
- Wealth Management Company of the Year – City of London Wealth Management Awards
- Best Advisory Service – Online Personal Wealth Awards
2019
- Best Financial Adviser – Personal Finance Awards
- Best Wealth Manager – Shares Awards
- Wealth Management Company of the Year – City of London Wealth Management Awards
- Best Wealth Planning Team – Wealth Adviser Awards
- Best High Net Worth Team – Wealth Adviser Awards
- Best Wealth Manager Growth Portfolio – Wealth Adviser Awards
2018
- Best Financial Adviser - Personal Finance Awards
- Best Wealth Manager – Shares Awards
- Wealth Management Company of the Year – City of London Wealth Management Awards
- Outstanding Accomplishment – City of London Wealth Management Awards
- Best Private Client Investment Manager – Wealth Adviser Awards
- Best Wealth Planning Team – Wealth Adviser Awards
2017
- Best Financial Adviser – Personal Finance Awards
- Best Wealth Manager – Shares Awards
- Wealth Management Company of the Year – City of London Wealth Management Awards
- Best Private Client Investment Manager – Wealth Adviser Awards
2016
- Best Financial Adviser – Personal Finance Awards
- Best Wealth Manager – Shares Awards
- Best Wealth Manager – What Investment Readers’ Awards
- Pension Firm of the Year - Financial Directors' Excellence Awards
- Best Private Client Investment Manager - Wealth Adviser Awards
- Wealth Management Company of the Year - City of London Wealth Management Awards
2015
- Pension Firm of the Year - Financial Directors’ Excellence Awards
- Top in Sector - Britain's Most Admired Companies
- Best Wealth Manager for Inheritance Tax and Succession Planning - FT/Investors Chronicle
- Best Wealth Manager for Trusts - FT/Investors Chronicle
- Best Financial Adviser - Personal Finance Awards
- Best Wealth Manager for Tax Efficiency and Advice - FT/Investors Chronicle
- Wealth Adviser Award 2015 - Best Private Client Investment Manager
- Wealth Management Company of the Year - City of London Wealth Management Awards 2015
2014
- Best Wealth Manager for Tax Efficiency and Advice - FT/Investors Chronicle
- Best Financial Adviser - Personal Finance Awards
- Best Pension Providers' Fund, UK Equities - Money Observer Pension Fund Awards
- FTSE 100 Business of the Year - National Business Awards Finalist
- Best Performing Fund - City of London Wealth Management Awards
- Best Private Client Investment Manager - Wealth Adviser Awards
- Best Global Equity Fund - Morningstar UK Fund Awards
- Best Wealth Manager - Online Personal Wealth Awards
2013
- Top in Sector - Britain's Most Admired Companies
- Best Wealth Manager - Shares Awards
- Best Private Client Asset Manager UK - Wealth Adviser Awards
- Best Wealth Manager for Tax Efficient Investments - FT/Investors Chronicle Awards
- Wealth Management Company of the Year - City of London Wealth Management Awards
- Best Financial Adviser - Personal Finance Awards
2012
- Top in Sector - Britain's Most Admired Companies
- UK Wealth Manager of the Year - FT and Investors Chronicle Awards
- Best Financial Adviser - The Personal Finance Awards
- Best Insurance plc - UK Stock Market Award
- Wealth Management Company of the Year - City of London Wealth Management Awards
2011
- Best Financial Adviser - Personal Finance Awards
- Best Wealth Manager for Tax - FT and Investors Chronicle
2010
- Wealth Manager of the Year - The Daily Telegraph
- Best Financial Adviser - Personal Finance Awards
2009
- Wealth Manager of the Year - FT and Investors Chronicle
- Best Wealth Manager for Investments - FT and Investors Chronicle
- Best Wealth Manager for Inheritance Tax and Succession Planning - FT and Investors Chronicle
- Best Performing Fund - The Daily Telegraph
2008
- Wealth Manager of the Year - The Daily Telegraph
- Best Wealth Manager - FT and Investors Chronicle
- Best Income Fund Manager - FT and Investors Chronicle
2007
- Wealth Manager of the Year - The Daily Telegraph