Investments
Our Distinctive Approach to Investment Management
The St. James's Place Wealth Management Group recognises that no single investment house has a monopoly on investment expertise and therefore adopts an effective solution to this problem. We do not employ in-house investment managers; instead we carefully select a number of external managers of outstanding ability to manage our range of funds.
The cornerstone of the St. James's Place approach is its Investment Committee which 'manages the fund managers' on behalf of our clients. We retain an independent investment consulting firm, Stamford Associates, which plays an important role in the selection and management. Stamford's only business is in advising large pensions funds – and us – on the selection of investment managers.
The Investment Committee's role is to:
- Select some of the best investment managers
- Monitor those managers to ensure they remain focused
- Change managers if this becomes necessary
- Give clients diversification of risk by selecting managers with different investment styles
Each year a report is published from the Investment Committee; this includes a report from Stamford Associates. View our annual report now.
We offer what we believe is a superior investment process likely to maximise your chance of aiming to achieve a better return over the medium to long-term.
Find out more about our approach to investment management and our unique relationship with Stamford Associates.
Please be aware that past performance is not indicative of future performance. 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.
