Secure your financial future with SJP wealth management services

Build a plan for life and achieve your financial goals with our advisers who will make it their mission to understand the future you.

Our financial advisory services

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Investment planning
  • Detailed portfolio management strategies 
  • Customised investment advice tailored to client goals 
  • Ongoing monitoring and adjustment of investment plans
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Retirement planning
  • Comprehensive retirement solutions 
  • Strategies to ensure a secure and comfortable retirement 
  • Pension planning and retirement income strategies
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Estate planning
  • Guidance on preserving wealth for future generations 
  • Assistance with wills*, trusts, and estate management 
  • Strategies to minimise estate taxes and ensure smooth wealth transfer
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Tax planning
  • Expertise in navigating complex tax situations
  • Strategies for minimising tax liabilities 
  • Assistance and consultation with inheritance tax and global asset management
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Protection planning
  • Insurance solutions to protect against unforeseen events
  • Life, health, and income protection plans
  • Tailored protection strategies to safeguard financial well-being
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Expatriate services
  • Specialised services for expatriates living in Hong Kong
  • Financial planning tailored to the unique needs of expats
  • Assistance with international financial issues and compliance
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* Advice relating to a will and trust involves the referral to a service that is separate and distinct 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.

Why choose St. James’s Place?

At St. James’s Place, our mission is simple: to help ensure you and your family have the financial security to enjoy life now and in the future.

Over 30 years of experience delivering trusted financial advice

Face-to-face, one-to-one personalised financial planning

Values long-term relationships with clients

Award-winning financial advisory firm

Awards and recognition

Key figures

Data correct as at 30 June 2024.

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94.6 %

Funds under management retention rate

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988,000

Clients

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4.9/5

VouchedFor rating*

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4,852

Qualified advisers

4.3 /5

Trustpilot rating**

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181.90 bn

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.

Latest News

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Investing, News, Markets
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16 Oct 2024