SJP Investment management approach
Our investment beliefs
You can be sure we’re making the best decisions possible to help you stay on track with your plans for now and over the long term.
We confidently navigate the markets on your behalf, taking the broadest possible view of the investment landscape to make the most of emerging opportunities. We believe that investing over decades, not days, is the best way to support your life ambitions.
Let us help you
You’ll know how important it is to plan for the life ahead of you, and you’ll discover how much easier this is with our experienced investment team at your side. Your needs and what’s achievable are the top priorities. Find out more about our investment beliefs: they underpin every decision we make for you.
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.
Responsible investing
Responsible investing fosters long-term company resilience in the transition to a more sustainable economy. We believe the consideration of material environmental, social and governance (ESG) factors within our investment decision-making supports good client outcomes. Engagement is pivotal to our approach, to encourage firms to address material ESG risks and capitalise on opportunity.
Our investment process
By understanding your goals, time horizon and risk appetite, we can plan an investment solution that’s right for you.
You’ll have the confidence of knowing our decisions are backed by rigorous research. We’ll construct a diversified portfolio, blending the right mix of asset classes across geographic regions using complementary investment strategies. We’ll fine tune this to fit with your values.
You can focus on what matters most in life, safe in the knowledge that we’re using our investment expertise to monitor and manage your wealth with the utmost care.
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.
What are the benefits of our investment approach?
Aligned to your goals
An expert investment team making sure your investments are always aligned with your objectives and risk appetite.
Solutions to suit you
Broad range of solutions to support all life stages and changes in circumstance.
Global expertise
Access to a global reach of fund managers, strategic partners and investment strategies.
SJP’s investment approach
Andy Shaw, Director of Investment Consultancy at St. James's Place, explains our investment proposition and the thinking behind it.
The best investment talent is not limited to one firm or location. To manage your investments in the best possible way, we harness the skills of some of the world’s most talented fund managers.
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.
Our investment team
You’ll enjoy the benefits of deep expertise from across the firm as well as external oversight in the management of your investments. Our global network of fund managers and key strategic partners helps reduce bias and ensure a breadth of investment thinking.
You have the assurance that we’ll identify the best investment solutions for you, backed by world-class data and analysis. You can leave it to us to manage opportunity and risk, knowing that we’re focused on securing your long-term goals.
Our Investment Committee includes independent members who bring valuable experience, specialised knowledge and who validate our robust process and decision making.
Independent members of the St. James’s Place Investment Committee:
Kathryn Graham
Kathryn has nearly thirty years’ experience within investment management as a direct investor of substantial multi-asset portfolios. She is particularly interested in the effective risk management of alternatives and derivatives as part of a wider portfolio and has significant experience of ESG integration and effective governance processes.
She was formerly Head of Strategy Coordination at USS (Universities Superannuation Scheme) which operates the largest pension scheme in the UK. Her team oversaw asset allocation, portfolio construction and manager selection. She was also a Director of BT Pension Scheme Management, responsible for manager selection and liabilities. Prior to that she worked at Progressive Alternative Investments, SG Warburg and UBS.
Kathryn currently holds a range of non-executive and advisory roles within investment management, as well as being an Ambassador for the Diversity Project. She was a founding Trustee of the Standards Board for Alternative Investments and Chair of the London Board of 100 Women in Finance.
Davina Curling
In the course of her career, Davina has spent more than 25 years in Investment Management, including more than 20 as a fund manager. This has primarily been spent in European equities for retail and institutional investors specialising in retail. She has worked at some of the biggest names in the industry, including SMBC Nikko Securities, Foreign & Colonial Investment Trust and Royal & Sun Alliance. In 2007, she joined Russell Investments as the Managing Director responsible for around $20 billion of pan-European assets in the multi-manager arena. In 2011, she was appointed to the board of the Invesco Income Growth Trust as a Non-executive Director and to the Board of the BlackRock Greater Europe Investment Trust.
Davina was appointed to the Investment Committee in July 2014. Her experience of multi-manager funds and the fund manager selection and analysis process is hugely important to her work here.
Steven Daniels
From 2012 until March 2021, Steven was the CEO and CIO of Tesco Pension Investment, responsible for asset allocation in equities, bonds and property and for selecting their external fund managers.
He was an independent member of the Investment Committee of the Alzheimer's Society from 2010 to 2019. He has also been a Board member of various investment trusts.
With more than 35 years' experience in fund management and as a CIO, he began his career with Pearl Assurance, then worked for 22 years with Liverpool Victoria from 1988. There, he was appointed Group Director of Investment in 1996. He served as an Executive Director of Liverpool Victoria Friendly Society from 1996 until 2009, where he was Group Director of Asset Management and Acquisitions. He was Managing Director of Liverpool Victoria Asset Management from 1997 to 2008, then served as its Executive Chairman.
John Betteridge
Read moreJohn Betteridge
John has nearly 40 years' experience in financial services, in the UK and abroad. He was Chief Investment Officer for the UK division of Prudential plc, where he oversaw the management of more than £150 billion of assets.
Most recently, he was a Board member and Chief Investment Officer of our discretionary wealth manager, Rowan Dartington, until he retired in 2020. He then joined us as a Non-executive Director and Chair of the Asset Allocation Committee.
John is an independent investment adviser to a number of UK pension funds and two international insurance companies. He's also Chair of the St. James's Place Asia Investment Committee.
The St. James’s Place Value Assessment Statement
Our Value Assessment Statement explores the value you receive from us.
We provide details of how we deliver value, the actions we’ve taken over the past 12 months and where we can do more. This is part of our commitment to giving you clear and fair information about your investments with us.
Please be aware though that past performance is not indicative of future performance.
If you have any questions, please contact your St. James’s Place Partner.
