St. James's Place Wealth Management Group Ltd.

St. James's Place Wealth Management Group Ltd.

St. James's Place Wealth Management Group Ltd.

Overview
Date Founded

1991

Headquarters

St. James's PLace House,1 Tetbury Road,Cirencester, Gloucestershire GL7 1FP

Type of Company

Private

Industries

Management Consulting
Other Business & Consulting Services
Investment Services & Portfolio Management

Company Description

St. James's Place Wealth Management Group Ltd. provides wealth management consulting services. Its services include investment and retirement planning, corporate, banking and mortgages. The firm serves shipping lines, oil and transportation, sports and entertainment, software and information technology and film and media industries. The company was founded by Michael S. Wilson, Mark A. Weinberg and Nathaniel Charles Jacob Rothschild on July 3, 1991 and is headquartered in Cirencester, the United Kingdom.

Contact Data
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Executives & Employees

Co-Founder

Chief Executive Officer

Chief Financial Officer

Joint Chief Operating Officer

Chief Operations & Technology Officer

Joint Chief Operating Officer

Senior Partner, Clearwater Wealth Management

Senior Partner

Head of Investment Analysis

Head of Investment Research

Board of Directors

Former Chief Executive Officer at Yorkshire Building Society

Visiting Fellow at Oxford University Centre for Corporate Reputation

Former Chief Operating & Financial Officer at The Wellcome Trust Ltd.

Chief Financial Officer & Executive Director at St. James's Place Plc

Former Chief Executive Officer at Pioneer Global Asset Management SpA

Chief Executive Officer & Executive Director at St. James's Place Plc

Former Managing Director at St. James's Place Plc

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Recent Transactions
Details Hidden

RL360 Insurance Co. Ltd. purchases Ardan International Ltd. from St. James's Place Wealth Management Group Ltd.

Details Hidden

The Solicitor for the Affairs of Her Majesty's Treasury, St. James's Place Wealth Management Group Ltd. purchase Rowan Dartington Holdings Ltd.

Transaction Advisors
Investment Advisor

Advised onThe Solicitor for the Affairs of Her Majesty's Treasury, St. James's Place Wealth Management Group Ltd. purchase Rowan Dartington Holdings Ltd.

Investors
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Life Peer at United Kingdom House of Lords

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