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Build a plan for life and achieve your financial goals with our financial consultants who will make it their mission to understand the future you.
Wealth management in Hong Kong
At St. James’s Place, we are dedicated to helping you achieve your life goals through personalised financial advice.
Since expanding into Hong Kong in 2015, we have brought over 30 years of financial expertise to this dynamic hub. We prioritise getting to know you personally and providing face-to-face and one-to-one tailored wealth management services. Our advisers build lifelong relationships with clients and their families, fostering financial wellbeing based on trust and understanding.
Managing £190.2 billion* in client funds, we offer long-term expertise you can rely on. Our distinctive investment management approach ensures that every client receives personalised advice suited to their financial situation. Whether you are looking to invest, plan for retirement, or transfer wealth to the next generations, contact us today to start a conversation with one of our expert advisers and take control of your financial future.
Please note that the St. James’s Place approach to investment management only applies to St. James’s Place products.
*Data correct as at 31 December 2024.
Our financial advisory services
- Detailed portfolio management strategies
- Customised investment advice tailored to client goals
- Ongoing monitoring and adjustment of investment plans
- Comprehensive retirement solutions
- Strategies to ensure a secure and comfortable retirement
- Pension planning and retirement income strategies
- Guidance on preserving wealth for future generations
- Assistance with wills*, trusts, and estate management
- Strategies to minimise estate taxes and ensure smooth wealth transfer
- Expertise in navigating complex tax situations
- Strategies for minimising tax liabilities
- Assistance and consultation with inheritance tax and global asset management
- Insurance solutions to protect against unforeseen events
- Life, health, and income protection plans
- Tailored protection strategies to safeguard financial well-being
- Specialised services for expatriates living in Hong Kong
- Financial planning tailored to the unique needs of expats
- Assistance with international financial issues and compliance
*Advice relating to a Will, guardianship and Power of Attorney, involves a service that is separate and distinctive to those offered by St. James’s Place.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and 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. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.
Key figures
Data correct as at 30 June 2024.
Clients
Funds under management
Qualified advisers
Security and compliance
At St. James's Place, we prioritise the security of your investments through multiple layers of protection:
- Asset Backing: Your investments are backed by tangible assets like shares, bonds, and property, providing a solid foundation for your wealth.
- Safekeeping of Assets: We entrust the custody of your assets to a globally recognised and regulated custodian bank.
- Regulatory Protection: St. James's Place operates under strict regulatory supervision by the Insurance Authority and the Securities and Futures Commission in Hong Kong to ensure we are able to meet current and future commitments.
