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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 £181.9 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 30 June 2024.
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.
Funds under management retention rate
Clients
VouchedFor rating*
Qualified advisers
Trustpilot rating**
Funds under management
*Average rating given to 763 St. James's Place advisers across 32,813 reviews on Vouchedfor, July 2024.
**Average rating given to St. James's Place across 1,636 reviews on Trustpilot, July 2024.
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.
