St. James's Place

St. James's Place Plc is a prominent wealth management company based in the UK, managing over £85 billion in client funds. The firm specializes in providing personalized, face-to-face financial advice to individuals, families, trustees, and businesses. Central to its operations is the St. James's Place Partnership, a network of experienced financial advisers who deliver tailored wealth management services designed to meet the unique needs of each client. The company offers a diverse array of financial solutions, including investment products, insurance, pensions, and discretionary fund management services. St. James's Place emphasizes building long-term relationships with clients founded on mutual respect and understanding of individual goals. Additionally, the firm collaborates with external providers to enhance its offerings, ensuring clients receive high-quality service and investment opportunities. The St. James's Place Investment Committee oversees the selection of fund managers and monitors their performance to adapt to changing market conditions, reinforcing the company’s commitment to client-centered service. The firm also engages in charitable activities through the St. James's Place Charitable Foundation, which supports disadvantaged young people.

Ian Gascoigne

Managing Director

Craig Gentle

CFO and Executive Director

Clare Holt

Director of Corporate Strategy

Iain Rayner

COO

Sir Mark Weinberg

Co-Founder and President

1 past transactions

Harvest Financial Services

Acquisition in 2019
Harvest Financial Services (‘Harvest’) has grown to be one of Ireland’s leading financial advisory firms helping meet the needs and objectives of our 1,500 clients through the provision of retirement planning, financial planning and investment advice.
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