SJP Our Heritage

1991
1991

The St. James’s Place Group was established in 1991 by Sir Mark Weinberg, the late Mike Wilson CBE and Lord Rothschild under the name of the J. Rothschild Assurance Group and started trading in 1992.

1997
1997

In April 1997, the J. Rothschild Assurance group effectively achieved a reverse takeover of St. James’s Place Capital. Thereby securing a public listing on the Stock Exchange after just five years of trading. Its market capitalisation placed it within the FTSE 250 Index.

London bus
2000

In June 2000, Halifax Group plc acquired 60% of the issued share capital of St. James’s Place (this was sold in 2013). Halifax merged with the Bank of Scotland in September 2001 to create HBoS plc. In October, the company changed its name from J. Rothschild Assurance to St. James’s Place.

Women hugging
2006

With effect from 9 May 2006, St. James’s Place Capital was renamed St. James’s Place.

Woman working
2009

In January 2009, HBoS plc merged with Lloyds TSB to create ‘Lloyds Banking Group plc.’

2013
2013

In December 2013, Lloyds Banking Group disposed of its remaining holding in St. James’s Place.

Man looking at SJP website
2014

In March 2014, St. James’s Place entered FTSE 100.

In June 2014, St. James’s Place acquired The Henley Group, one of Asia’s leading wealth management advice companies.

2016
2016

In March 2016, St. James’s Place acquired Rowan Dartington to create the group’s discretionary fund management and stockbroking arm.

Children playing
2020

In 2020 the Charitable Foundation at St. James’s Place reached the £100 million mark for monies raised through fundraising and corporate matching. The Charitable Foundation supports charities to make transformational change to people’s lives in the UK and overseas.

SJP ACM 2022
2022

In March 2022, SJP held its 30th anniversary Annual Company Meeting, which featured the launch of its refreshed brand identity. And in June, the SJP Financial Adviser Academy marked its 10th anniversary, celebrating a decade of training and support for those building a business in the financial advice sector.

Dubai
2023

SJP received approval from regulators at the Dubai Financial Services Authority to enter the Middle East market with the opening of a new office in the Dubai International Financial Centre.

SJP Approved 05/04/2024