St. James’s Place (SJP) is a leading UK wealth management firm, established in 1991 by Sir Mark Weinberg, Lord Rothschild, and the late Mike Wilson CBE. Over the years, it has grown to manage client funds exceeding £190 billion as of early 2025, serving nearly one million clients.
SJP offers a comprehensive range of wealth management services, including investment planning, retirement planning, protection planning, and corporate services. Their distinctive approach involves partnering with external fund managers, allowing flexibility to select specialists best suited to manage specific funds. This strategy ensures diversification and adaptability, as fund managers can be replaced without additional charges or tax implications for clients
The firm’s dedication to excellence has been recognized through multiple industry awards, including being named Wealth Management Company of the Year at the City of London Wealth Management 2023 Awards. St. James’s Place continues to adapt and innovate in the wealth management sector, maintaining a strong commitment to client satisfaction and responsible investing.