Wellesley Wealth Advisory &
St. James’s Place Wealth Management

How does the relationship work?

For Investment Management, as a Principal Partner Practice of St. James’s Place Wealth Management, we have access to a variety of carefully-selected fund managers of outstanding ability to manage the St. James’s Place funds.

This approach offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by who St. James’s Place believe to be first-class managers with different styles. It also enables St. James’s Place to change any managers at short notice if they have lost confidence in them, without any inconvenience to our clients.

We believe the process we follow provides our clients with the best chance to achieve superior returns over the medium to long term from expert investment management.

The video to the right of the page helps to explain how St. James’s Place Wealth Management recognises that no single investment house has a monopoly on investment expertise, and therefore do not employ in-house investment managers. Instead they carefully select a number of external managers of outstanding ability to manage the range of funds.**

St. James’s Place guarantees the suitability of the advice given by Wellesley Wealth Advisory
when recommending any of the wealth management products and services available from companies in the group.

Wellesley Wealth Advisory, St. James’s Place and you.

St. James’s Place is one of the UK’s leading wealth management organisations, managing client funds of £89.9 billion. The company was founded in 1991 by Mike Wilson CBE, Sir Mark Weinberg and Lord Rothschild and today through its Partnership provides reliable and expert advice in all aspects of wealth management.

As a client, you will receive a personalised face-to-face advisory service from our business, while having access to a distinctive investment management approach and the backing and re-assurance of investing with a FTSE 100 company.

Wellesley St James's Place

More details of which are set out on the St. James’s Place website.

St. James’s Place

*These services are separate and distinct from those offered by St. James’s Place and are not regulated by the Financial Conduct Authority. **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.

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