BMAC Careers Guide 2012: St. James's Place

Last Updated: 09 Oct 2013

Company name: St. James's Place

Company website:

Address: St. James's Place House, 1 Tetbury Road, Cirencester,
Gloucestershire, GL7 1FP

Number of employees: Over 1,700 Partner Practices of the St. James's Place Partnership and 895 employees across the UK

Contact details: 01285 640302

Company summary

Since our establishment in 1992, we have become recognised and respected as a trusted provider of good quality advice and wealth management services. Today, as we celebrate our 20th anniversary, we manage over £32bn of clients' investments. We are a FTSE 250 company, which through our dedicated advisers, the St. James's Place Partnership, specialises in the provision of wealth management advice to individuals, trustees and businesses.

Promotion and development

We offer a unique opportunity for experienced financial advisers to join the St. James's Place Partnership. For City professionals or people with a non-finance background, the St. James's Place Academy offers exceptional individuals the opportunity to join us via our training and development programme. Our Gloucestershire-based headquarters and network of administration offices offer a wide range of positions, from marketing and IT to asset management and technical support.

Diversity, social responsibility

The growing tax burden, low interest rates and increasing life expectancy all add to the need for people to seek advice regarding their long-term financial future. Therefore, our strategy of focusing on the provision of trusted face-to-face advice has a very strong role to play in future wealth management provision. We have also continued to broaden the range of investment funds available to our clients by selecting some of the best fund managers from around the world.

Company culture

Core to our culture is the building and maintaining of long-term relationships with our clients. These relationships endure because they are founded on mutual respect and trust. Most clients stay with their Partner indefinitely, appreciating a source of trusted advice as their financial needs evolve over the years. We are very much a people business, both in the dedicated service we provide and in the proactive and caring ethos shared and encouraged by everyone in our organisation.

Environment and sustainability

Despite our rapid growth, we have been able to demonstrate a continued reduction in our carbon footprint and continue to actively work towards reducing environmental impact through the effective management of our energy systems.


At the heart of the proposition to clients is our distinctive approach to investment management. We seek to find the very best investment managers from across the globe. Through our Investment Committee, aided by research consultants Stamford Associates, we select, monitor and, if necessary, change fund managers on behalf of our clients. Once invested, clients tend to stay invested - we have a retention figure of 95%.


The St. James's Place Foundation has become one of the most successful company charities in the UK, supporting hundreds of charities that cherish children, combat cancer and support hospices. It is a grant-making charity with a difference, as it relies on the support of the entire St. James's Place community. Over 80% of Partners and employees make regular donations to the foundation and help to raise funds from events and sponsored activities. St. James's Place matches the funds raised by Partners and staff pound for pound, helping to raise over £24m for charities in the UK and abroad since 1992.


While many other companies in the financial services industry have withdrawn from the provision of face-to-face advice, we have continued to attract high-quality new Partners to help clients achieve their individual aims and secure their long-term financial objectives.

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