loader image

St. James's Place

Giving our clients the potential for superior results over the medium to long term - CWPW
St. James’s Place is an award-winning, FTSE 100 Wealth Management company. Founded in 1991 by Sir Mark Weinberg, Lord Rothschild and the late Mike Wilson CBE. Providing expert advice in all aspects of investment management.

We believe that our clients will value the opportunity to diversify their investments and to gain access to funding management expertise. Providing them the best chance in achieving superior returns over the medium to long term.

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.
St. James's Place Investment Approach.
• Freedom to choose the best managers.
• Access to global expertise.
• Rigorous global research process.
• Independent investment consultancy firms.
• Change managers without tax consequences.

The St. James’s Place Guarantee.

St. James’s Place guarantees the suitability of the advice provided by City Wharf Private Wealth when recommending any of the wealth management products and services available from companies within the group, more details can be found on the Group’s website. This provides you with reassurance and peace of mind when planning your financial future.

St. James's Place Awards