For businesses, trustees, charities and family offices, careful planning is the key to long-term financial security.
By selecting appropriate services, we provide a comprehensive financial planning service with the benefit of a single business relationship, allowing you to focus your time and resources on your core activities.
Whether you’re looking for income, growth or a combination of both, we offer quality advice, comprehensive investment solutions and ongoing service. With regular reviews, we adjust your portfolio to meet your changing needs and current market conditions to help you achieve your financial goals.
As Partner Practice of St. James’s Place, we have access to their distinctive investment management approach, which draws on the expertise of some of the world’s top investment professionals.
The independent members of the committee have been carefully selected for their individual expertise. This allows us to help you diversify your investments across a wide range of global investment types.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
The St. James’s Place approach to investment management only applies to St. James’s Place Products.
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You can’t predict what will happen in the years ahead, but you can make sure your business is protected at all times. Corporate insurance provides businesses with protection against unforeseen events to mitigate risk.
One of the most serious events can be the loss of a shareholder. Because many businesses rely on the expertise and/or equity they provide, the loss of a shareholder due to death or critical illness can have a devastating impact on the future of the business.
Without a plan, a shareholder’s equity would pass to his or her estate, potentially meaning that your business is partially owned by someone who has no interest in the company’s future. Shareholder Protection Insurance provides surviving shareholders with the means to purchase the shares from a third party.
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We understand the importance of taking the pressure off your employees to focus on adding value to the business while achieving a work-life balance.
With our knowledge, experience and expertise, we can help you design employee savings and international pension plans that are transferable, cost-effective; enabling you to attract, reward and retain key employees.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
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As a business owner or Human Resources decision maker, you want to make sure that your team members are protected by group health insurance should they develop health conditions or have an accident at or away from work.
These types of employee benefits not only make up a comprehensive benefits package, but also improve employee retention and productivity by providing them with peace of mind when it comes to their health insurance needs.
With the many group health coverage options available in the market, dealing with a number of different providers can be challenging, which is why we are here to help.
With products and services offered by a range of carefully selected providers, we will work directly with you or your key decision makers to create a customisable, competitive and highly comprehensive plan that truly meets the specific needs of your group.
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An effective benefits strategy that your employees clearly communicate and value can really help you retain and attract highly skilled employees.
Group Life and Critical Illness and Disability Cover are essential benefits that form an important part of a comprehensive employee package and allow you to run your business more effectively by ensuring the health and well-being of your employees and reducing their absence from work while waiting for medical treatment.
Taking the time to fully understand all the implications that may arise for your business and its operations, we identify and propose cost-effective strategies tailored to your company’s needs.
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Can your business stay afloat if you or a key person is down for an extended period or suddenly passes away?
While taking risks is part of starting a successful business, you can plan for risks such as illness, incapacity or death of a key person to reduce or eliminate them.
Key person insurance is an essential part of ensuring business continuity, as the departure of a key person in a business can lead to many problems and helps to cover the financial impact due to the loss of a key person by paying a lump sum in cash.
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Financial worries can cause unnecessary stress that negatively impacts the lives of your employees – and in turn, your business.
With this in mind, we have developed a training programme on your employees’ personal financial needs and goals, delivered by experts in the field of financial education, to ensure your employees have the proper understanding to effectively manage their financial futures for themselves and their families.
The programme is delivered through a series of interactive workshops designed to equip your team with the proper knowledge and understanding to manage their own finances effectively. The focus is on a variety of financial topics that align with the desired outcomes for your employees. We have developed Financial Wellness Programmes with a range of corporate partners across Asia and the UK, including companies in aviation, banking, finance, construction, legal and HR.
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