St. James’s Place plc

St. James’s Place was established in 1991 by Sir Mark Weinberg, Mike Wilson and Lord Rothschild under the name J. Rothschild Assurance Group; it began trading in 1992 and entered the FTSE 100 in 2014. Its registered office is in Cirencester, Gloucestershire.

The firm provides advice-led wealth management through a Partnership of financial advisers. Its offering includes pensions, ISAs, investment bonds, unit trusts, discretionary fund management and complementary third-party products such as mortgages, life insurance and banking services.

SJP is especially strong in scaled, relationship-based financial advice: at 30 June 2026 it reported £240.8 billion of funds under management, supported by more than 4,900 advisers. Its investment platform combines multi-asset funds such as Polaris with external investment managers, while its 2025 strategy focused on simplifying charges, reviewing historic ongoing-service evidence and improving operational efficiency.