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.