2

Leading UK Wealth Management Company

Established 1991

UK listed with market cap of c.£7 billion

£154 billion in FUM

Core market: UK mass affluent and high net worth individuals

Differentiated advice-led business model

Dedicated advice led distribution - The Partnership

Distinctive global investment management approach

Well positioned to benefit from long-term market growth

Favourable demographic trends

Future intergenerational transfer of wealth

4

'mass affluent' and high net worth individuals…

…controlling £3.1tn

of liquid assets

UK aggregate wealth by age cohort

30%

27%

25%

24%

23%

20%

15%

10%

10%

10%

5%

3%

3%

0%

0%

16 - 24 25 - 34 35 - 44

45 - 54 55 - 64 65 - 74 75 - 84 85 and

over

87%

5

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St James's Place Group plc published this content on 16 November 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 16 November 2022 16:08:07 UTC.