INVESTOR PACK

MARCH 2021

PARTNERS IN MANAGING

YOUR WEALTH

CONTENTS

PART ONE - BUSINESS MODEL

3

PART TWO - FINANCIALS & OTHER

51

OUR STRATEGY

4

CASH & DIVIDEND PROFILE

53

THE PARTNERSHIP

14

OUR SHAREHOLDERS

59

INVESTMENT MANAGEMENT

27

ANALYST FOLLOWING

61

OUR CLIENTS

36

CLIENT SURVEY

40

UK MARKET FOR FINANCIAL ADVICE

43

PART ONE - BUSINESS MODEL

ST. JAMES'S PLACE OVERVIEW

  • • Leading UK Wealth Management Company

    • - Established 1991

    • - UK listed with market cap of c.£6 billion

    • - Over £125 billion in funds under management

    • - Target market £50k to £5 million free investable assets

  • • Differentiated advice led business model - Dedicated advice 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

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St James's Place Group plc published this content on 12 March 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 12 March 2021 11:50:01 UTC.