THIRD QUARTER RESULTS 2 018

PARTNERS IN MANAGING YOUR WEALTH

CONTENTS

OUR STRATEGY

4

CASH & DIVIDEND PROFILE

71

THE PARTNERSHIP

17

OUR SHAREHOLDERS

76

INVESTMENT MANAGEMENT

29

ANALYST FOLLOWING

78

OUR CLIENTS

43

CLIENT SURVEY

47

THE ADVICE MARKET

50

COSTS AND CHARGES

64

2

OUR OPPORTUNITY

The market is large and growing

+

Considerable savings gap

+

Growing need and demand for trusted advice

+

Recognised advice gap

=

Perfect environment for client focussed advice business

4

ST. JAMES'S PLACE OVERVIEW

  • • Leading UK Wealth Management Company

    • - Established 1991

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

    • - Circa £100 billion in funds under management

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

  • • Differentiated business model

    • - ''Vertically integrated''

    • - Own dedicated distribution - the Partnership

    • - Distinct investment management approach

  • • Well positioned to benefit from long-term market growth

    - Favourable demographic trends

    - Future Intergenerational transfer of wealth

5

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Disclaimer

St James's Place Group plc published this content on 23 October 2018 and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on 23 October 2018 13:52:03 UTC