Discretionary Portfolio Management

Know more about our Company

In addition to the St. James’s Place Investment Management Approach, we also provide access to a range of additional, complementary investment services through the St. James’s Place Discretionary Portfolio Management Service.

This service will appeal to investors with existing share portfolios or specific investment needs, and those seeking additional diversification within their overall investment strategy. It is also suitable for self invested pensions and ISAs and for trustees and charities. They can advise on single stock holdings, as well as investment and unit trusts, commodities , private equity funds, alternatives and REITs.

Each portfolio is individually tailored to your requirements.

Price fluctuations have only one significant meaning to the true investor. They provide him with an opportunity to buy wisely when prices fall sharply and to sell wisely when they advance a great deal. At other times he will do better if he forgets about the stock market and pays attention to his dividend returns and to the operating results of his companies.

— Benjamin Graham

The value of an investment through St. James's Place and any income generated may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Private Clients

Investment Management

A Distinctive Proposition

Sustainable Responsible Equity Fund

Intergenerational Wealth

Other Services


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