Moran Private Client Practice

Principal Partner Practice of St. James's Place Wealth Management

Annual Report
2019 Annual St. James’s Place Report [5565 kb]

Annual 2019 St. James’s Place Report. *The Annual Report 2019 and the Solvency and Financial Condition Report 2019 were approved by the Board of Directors and signed on 26 February 2020. This was before the escalation of the coronavirus pandemic in the UK, and so they include limited reference to and comment on it. It is currently planned that further information will be provided in our first quarter new business inflows and funds under management update scheduled for 30 April 2020

Annual Report of the St. James's Place Investment Committee 2019 [1511 kb]

The Annual Report of the Investment Committee 2019 provides review of the key events that have impacted the investment markets.

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.

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.

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.

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.

Introducing the Fund Managers [2508 kb]

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

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?