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.