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Our Business

Group Overview & History

1991 The St. James's Place Group was established in 1991 by Sir Mark Weinberg and Lord Rothschild under the name of the J. Rothschild Assurance Group and started trading in 1992.
1997 In April 1997, the J. Rothschild Assurance Group effectively achieved a reverse takeover of St. James’s Place Capital, thereby securing a public listing on the Stock Exchange after just five years of trading. Its market capitalization places it within the FTSE 250 Index and it is highly regarded within the industry.
2000 In June 2000, Halifax Group plc acquired 60% of the issued share capital of St. James's Place. Halifax merged with Bank of Scotland in September 2001 to create HBoS plc.
2006 With effect from 9 May 2006, St. James’s Place Capital was renamed St. James’s Place plc.

The St. James’s Place Partnership provides advice on behalf of the St. James’s Place Group. Partners, so called in recognition of their common purpose and shared values, aim to work with their clients in partnership to protect and grow their capital.

Each of the Partners has, on average, around 16 years’ experience in financial services and together they represent an experienced and expert group working from a network of offices across the UK. The individuals invited to join us are drawn from the small proportion of financial advisers who meet our strict selection criteria.