Investor

Contents

  1. Overview: business model and strategy
  2. Our business in detail
  3. Our new business performance
  4. Our financial performance
  5. Appendix

2

Overview: business model &

St. James's Place overview

01

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

02

Differentiated advice-led business model

  • Dedicated advice led distribution - The Partnership
  • Distinctive global investment management approach

03

Well positioned to benefit from long-term market growth

  • Favourable demographic trends
  • Future intergenerational transfer of wealth

4

The market opportunity: rising retail wealth

12 million

'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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Disclaimer

St James's Place Group plc published this content on 21 March 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 21 March 2022 10:47:02 UTC.