Investment planning

The right investment strategy is critical in helping to secure your future financial wellbeing and to protect it against the damaging effect of inflation and taxation. Whether you are looking to invest for income, growth or a combination of the two, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

St. James's Place draw on the expertise of some of the world’s top investment professionals to manage our funds and by matching the risks you are prepared to take, we can help you to spread your investments across a wide range of global asset types and choose fund managers with different investment styles to create a balanced and diversified investment solution. Through regular reviews with you, we can rebalance your portfolio to reflect your changing needs and the current market conditions.

What makes us different?

Recognising that future investment performance is unpredictable, the St. James's Place investment management approach addresses this challenge.

To enable you to build and maintain a well-diversified investment portfolio, we do not employ in-house fund managers to manage your money. Instead, we are free to choose any investment manager from any fund management firm anywhere in the world.

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.

The St. James's Place approach to investment management only applies to St. James's Place products.

St. James's Place Investment Management approach

Find out more about the St. James's Place Investment Management approach