29.06.2022
Building your assets
Sustainably developing your wealth in ways that suit your risk profile and your lifestyle.
You have an investment portfolio and are looking to secure it for future generations while enjoying the benefits of the money you have made.
This is a perfect time to create or develop a financial plan. Crucially, it’s not just about how much wealth you can create, but how best you can access it for yourself and your family. Everyone is different and we make no assumptions and take no shortcuts.
How we can help
Investments
We will help you build an investment strategy to build your assets in a personal, sustainable and disciplined way. As with all our services, there is no one-size-fits-all answer. The aim is to work towards a specific set of lifestyle goals, covering your needs in the medium and long-term throughout your investment journey. St. James’s Place provides a comprehensive choice of funds to execute your strategy.
And it also goes for the way we communicate with you, creating beautiful reports and models so you can see clearly how your finances are aligned, from cash flow and tax liabilities to pension contributions and portfolio growth.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.
Cash management & analysis
We understand that putting a long-term plan in place is important, but it’s also crucial that you have access to your funds for use in the short-term.
The interactive and flexible cash management software we use lets us create clear financial goals. Debt, investments, property, even holidays – we can incorporate all of these into a financial plan and we will show you how your plan would react in real-time to any unforeseen events.
Access to private banking
For higher-net-worth clients, we offer access to a comprehensive private banking service. This covers deposit accounts powered by Flagstone, foreign currency accounts and mortgages, additional lending services including short-term liquidity as well as onshore and offshore investment portfolios.
Our service brings together a comprehensive range of solutions to address the four key areas of effective wealth planning:
- Maintaining lifestyle
- Protecting assets and family estates
- Pursuing philanthropic aims
- Supporting business and professional interests
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.
