Our Investment Approach

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Our approach

To Investment Management


At St. James’s Place we recognise that no single investment house has a monopoly on investment expertise.  Hence, we provide access to a carefully selected group of external fund managers of outstanding ability.  The external fund managers are selected and monitored by the St. James’s Place Asia Investment Committee on behalf of our clients.   The Investment Committee is, in turn supported by a variety of independent external agencies.

This has a number of advantages:

  • it gives us the freedom to select first-class managers from the global investment market to manage our funds on behalf of our clients
  • it enables us to change any of these managers at short notice if we have lost confidence in them, without any charges, or tax, or inconvenience to our clients
  • it offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by different managers with different styles.

To selecting fund managers

Key to the distinctive St. James's Place approach is the ability to identify and select fund managers from around the world. Contracting out the management of our funds gives us greater freedom and the flexibility to source investment expertise on a global scale, providing our clients with truly diversified portfolio solutions.

Our managers are based in cities from London to Los Angeles, Toronto to Singapore.

 

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.