St. James's Place Wealth Management Group is one
of the UK's leading wealth management organisations. Established in 1991, under the name of the
J. Rothschild Assurance Group, by Mike Wilson, Sir Mark Weinberg and Lord Jacob Rothschild, its market capitalisation places it within the FTSE 250 Index and is highly regarded within the industry.

Jerry Green offers ultra-high-net-worth private clients the personalised service of a small boutique firm backed by the infrastructure and highly diverse expertise of the St. James's Place Wealth Management Group.

We have significant depth and breadth of expertise across all Wealth Management disciplines. Our insights gleaned from more than 160 years of experience helping successful entrepreneurs, families, foundations, and executives around the world…. grow, preserve, manage and transfer their wealth.

Our clients include many of the Sunday Times rich list and many
individuals on the Forbes 400 wealthiest list including:

What makes us distinctive is our ability to deliver the broadest range
of financial expertise to our clients in an efficient and integrated fashion.
St. James's Place's long-standing strengths in high class investment management, wealth planning & preservation, trust & estate planning*, offshore and philanthropy services enable us to address client needs in their entirety.

*Trusts are not regulated by the Financial Services Authority.