St. James's Place

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Our history


The St. James's Place Group was established in 1991 by Sir Mark Weinberg, Mike Wilson CBE and Lord Rothschild under the name of the J. Rothschild Assurance Group and started trading in 1992.


In April 1997, the J. Rothschild Assurance Group effectively achieved a reverse takeover of St. James’s Place Capital, thereby securing a public listing on the Stock Exchange after just five years of trading. Its market capitalisation placed it within the FTSE 250 Index.


In June 2000, Halifax Group plc acquired 60% of the issued share capital of St. James's Place. Halifax merged with Bank of Scotland in September 2001 to create HBoS plc. In October, the company changed its name from J. Rothschild Assurance to St. James's Place.


With effect from 9 May 2006, St. James’s Place Capital was renamed St. James’s Place.


In January 2009, HBoS plc merged with Lloyds TSB to create ‘Lloyds Banking Group plc’.


In December 2013, Lloyds Banking Group disposed of its remaining holding in St. James’s Place.


In March 2014, St. James’s Place entered the FTSE 100.

In June 2014, St. James’s Place acquired The Henley Group, one of Asia’s leading wealth management advice companies.


In March 2016, St. James’s Place acquired Rowan Dartington to create the group’s discretionary fund management and stockbroking arm.