St. James’s Place is a FTSE 100 company and one of the largest wealth management companies in Asia with over £96.6bn (circa $172bn AUD) of client funds under management. We have over 25years of experience and have offices in Hong Kong, China (Shanghai, Beijing, Shenzhen) and Singapore as well as throughout the UK. We are now represented by 3,800 qualified advisers across our Partnership, globally.

The strength of our business is underpinned by satisfied clients, their referrals and our distinctive approach to investment management. I personally aim to deliver our commitment by:

– providing face-to-face financial advice that is always honest and straight forward
– providing tax effective solutions to expatriates while abroad
– giving clients the opportunity to review their financial affairs regularly
– ensuring that investments are managed effectively
– ensuring that any correspondence and literature is clear and easy to understand
– listening to client feedback
– ensuring that all our dealings with clients are sensitive to their needs

Categories: Professional Services