Carter Legrand Wealth Strategies

Partner Practice of St. James's Place Wealth Management

Investments
Annual Report of the St. James's Place Investment Committee 2016 [738 kb]

The Annual Report of the Investment Committee 2016 provides review of the key events that have impacted the investment markets and features the thoughts of David Lamb, Chris Ralph, Stamford Associates and Redington.

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St. James's Place Corporate Brochure [3094 kb]

The financial world is complex and fast changing. St. James's Place provides expert financial advice, often specialising in specific areas. All advice provided by the St. James's Place Partnership is guaranteed by St. James's Place.

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Our Approach to Investment Management and the Investment Committee [7276 kb]

Recognising that no single investment house has a monopoly on investment expertise, St. James's Place carefully select a number of external managers of outstanding ability to manage our funds. The fund managers are managed by the St. James's Place Investment Committee.

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St. James's Place Investment Bond [2299 kb]

The St. James's Place Investment Bond allows your money to be invested, along with other investors' funds, by professional fund managers, who are carefully selected and monitored.

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St. James's Place International Investment Bond [3458 kb]

The St. James's Place International Investment Bond is designed to help maximise growth prospects, spread risk and provide the option of a regular income.

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Introducing the Fund Managers [2508 kb]

Here you will find a summary of the funds available through St. Jamesís Place, together with their objectives; and details of the investment companies who manage those funds and their investment styles.

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Personal Cash & Borrowings
Private Finance - Tailored Mortgage Solutions [3178 kb]

At St. James's Place, our carefully selected panel of lenders offer a wide range of mortgages and together we ensure that we offer the perfect solution to suit all individual situations and requirements.

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Portfolio Review
Deferred Income Portfolio Review [780 kb]

This review provides a summary of the recent performance of the Deferred Income Portfolio.

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Balanced Income Portfolio Review [984 kb]

This review provides a summary of the recent performance of the Balanced Income Portfolio.

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Immediate Income Portfolio Review [781 kb]

This review provides a summary of the recent performance of the Immediate Income Portfolio.

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Managed Funds Portfolio Review [738 kb]

This review provides a summary of the recent performance of the Managed Funds Portfolio.

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Adventurous Portfolio Review [728 kb]

This review provides a summary of the recent performance of the Adventurous Portfolio and details some changes being made to the fund allocation.

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Balanced Portfolio Review [950 kb]

This review provides a summary of the recent performance of the Balanced Portfolio.

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Conservative Portfolio Review [897 kb]

This review provides a summary of the recent performance of the Conservative Portfolio and details some changes being made to the fund allocation.

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Defensive Portfolio Review [739 kb]

This review provides a summary of the recent performance of the Defensive Portfolio and details some changes being made to the fund allocation.

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Informative Articles
Understanding the balance between risk and reward [1407 kb]

This document aims to help you to answer the following important questions: What risks do you face when investing? What types of investments can you choose? How can you choose investments that are right for you? How can you diversify your investments?

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