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 any 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 who 'manage the fund managers' on behalf of our clients. We retain an independent investment consulting firm, Stamford Associates, who play a crucial 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. To view the latest report please click here.
Whilst we cannot guarantee future investment performance, 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.
Please click on this link for further information about our distinctive approach to investment management and our unique relationship with Stamford Associates.
