A comprehensive range of solutions
Fund managers
Amundi
Arga Investment Management LP
Aristotle
Artemis
Artisan Partners
AXA Investment Managers
Axiom Investors
Baillie Gifford
BlackRock
BlueBay
Burgundy
Capital Four
Columbia Threadneedle
Comgest
EdgePoint
FSSA
GMO
Impax
Invesco
Jennison Associates
J O Hambro
KKR
Lazard Asset Management
Loomis Sayles
Los Angeles Capital
Man GLG
Man Numeric
MidOcean
Ninety One
Nippon
Oaktree
Orchard Street
Paradice
Payden & Rygel
Pzena
Redwheel
Sanders Capital
Sands Capital
Schroders
Select Equity
Somerset Capital
State Street Global Advisors
TwentyFour
Wasatch
WCM Investment Management
Wellington Management
Managing Cash & Borrowings
In addition to our experience and expertise, products and services from other providers have been carefully selected to complement and enhance the range of St. James’s Place products on offer. We believe the providers represent the ‘best of breed’ in their respective categories, and are capable of delivering the high standards you would expect. Examples of some of the providers are shown overleaf.
Your home or other property may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place may fall as well as rise. You may get back less than the amount invested.
Trusts are not regulated by the Financial Conduct Authority.
Private medical insurance
Aviva
AXA Health
Bupa
Medicash
VitalityHealth
WPA
Pensions
Aegon
Aviva
Curtis Banks
NEST
Royal London
Scottish Widows
The People’s Pension
Pensions annuities
Aviva
Canada Life
Just
Legal & General
MorganAsh
Legal services*
Brodies
Clarke Willmott
Cleaver Fulton Rankin
Edwin Coe
Kings Court Trust
Linder Myers Solicitors
Pavilion Row
Individual life & health protection
Aegon
AIG
Aviva
British Friendly
Cirencester Friendly
Guardian
Legal & General
LV=
Royal London
Scottish Widows
The Exeter
VitalityLife
Zurich
Long Term Care
Aviva
Care Sourcer*
Just
Legal & General
Tax services*
EY
Moore Kingston Smith
Tax-advantaged investments
Beringea
Close Brothers
Downing
Draper Esprit
Foresight
Guinness
MMC Ventures
Oakley Capital
Octopus Investments
Parkwalk
TIME Investments
Triple Point
SJP DFM (provided by Rowan Dartington)
The panel is subject to change as managers open and close fundraising activity throughout the year.
Specialist general insurance
Gallagher*
Miller Insurance Services*
Paymentshield
Discretionary fund management
SJP DFM (provided by Rowan Dartington)
MASECO*
Trustee services
Genus Trust Company
Employee benefits
AIG
Aviva
Canada Life
Unum
Zurich
Philanthropy services
Charities Aid Foundation
Mortgage lenders
This is a selection of those available.
Barclays
Halifax
HSBC
Nationwide
Santander
Virgin Money
Specialist banking and lending services*
Credit Suisse
Metro Bank
Monex Europe
SJP Cash Deposit Service powered by Flagstone
TorFX
Please contact your St. James’s Place Partner for details of the private banks we work with.