St James Global Private Clients have adopted an active but careful management policy in respect of how they look after their clients investments. Being retired or coming up to retirement, most of our clients are risk averse and not seeking excessive gains with associated risk.
St James Global appoint third party Discretionary Investment Managers like Rathbones and Quilter Cheviot to name but a few, to manage bespoke discretionary portfolios on behalf of our clients. We have a 20 year working relationship with these well respected financial institutions. Minimum investment amounts to access the bespoke service is GBP500,000 or currency equivalent.
For those clients who have a lesser sum to invest (minimum GBP 10,000 or currency equivalent), we are able to structure a range of multi-currency investment strategies, with some of the worlds best analytical research available through FE Analytics. These strategies range from conservative to balanced to aggressive and invest in a combination of Exchange traded Funds and collective investments. Apart from having extremely low expense ratios of typically 0.50% pa, they have performed exceptionally well relative to their benchmarks and peer groups.
We have attached our latest investment fact sheets:
