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SJP Why invest in St. James's Place

The information on this page is aimed at Analysts and Professional Investors only.

 

In a changing world, we understand that clear financial advice creates confidence and greater certainty. At St. James's Place we help our clients move forward, towards their goals. Acting responsibly, we ensure they have the advice to build their future, their way, whilst aiming to deliver a positive, long-term impact.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

#1 What we are

We are a financially strong financial advice business, driving sustainable growth and delivering value for all our stakeholders.

We’re a leading UK financial advice business

  • Established 1991

  • Listed in the UK

  • £181.9 billion in funds under management (FUM)

  • Core market: UK mass affluent and high net worth individuals

We’ve got a differentiated advice-led business model

  • Providing holistic financial planning and wealth management services

  • Dedicated advice-led distribution, delivered via the Partnership

  • Distinctive global investment management approach

We’re well positioned to benefit from long-term market growth

  • Favourable demographic trends

  • Future intergenerational transfer of wealth

  • A well-established Academy to train new advisers

#2 What we do

We work in partnership to plan, grow and protect clients’ financial futures, delivered by a team of 4,852 highly skilled advisers within the St. James’s Place Partnership.

Our business model
clients

988,000

clients

calculator

£181.9bn

FUM

Financial advisers

4,852

financial advisers

lady in meeting

3,192

employees

#3 Where we’re going

We have a clear strategy to help us capitalise on the large and growing market opportunity to help more individuals plan, save and invest in their future, driving growth in funds under management.

The market opportunity
Only a quarter of UK adults currently seek advice
3.7 million individuals with £50k+ of investable assets, are open to advice but currently unadvised
We’re well positioned to benefit from long-term market growth

#4 How we do it

We have a strategy which sees us embrace change, drive growth, simplify and standardise, exercise discipline around costs, and focus on accountability and execution, while delivering great service to our clients and advisers. This strategy is based on 4 pillars.

Our strategy
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Brilliant basics
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Differentiated client proposition
blue
Leading adviser offering
orange
Performance-focused organisation

#5 Why we do it

We exist to give our stakeholders confidence to create the future they want. We are committed to doing this more responsibly, including responsible and sustainable decision-making.

Responsible business ESG reporting hub

“To be relevant to our advisers and clients today and 100 years from now, we need to be sustainable. This means looking ahead to understand how the world is changing around us and taking a long-term view on the decisions we make.“

Vicki Foster,
Divisional Director, Responsible Business

Data on this page is correct as at 30 June 2024.

 

Investor relations enquiries

Director – Investor Relations

Hugh Taylor

Email: [email protected]

Investor FAQs

Further information about who we are and what we do can be found on our investor frequently asked questions page.

Find out more
SJP Approved 05/04/2024