PRIVATE CLIENT SERVICES
Our premium advisery service
We understand that our advice needs to fit around your lifestyle, family, and business
Our higher net worth clients often have different motivations and ambitions when it comes to wealth management. Four Wealth Management are able to offer these clients exclusive access to our specialist advice and servicing team to provide an exceptional, premium service.
Effective wealth planning solutions
Your adviser will work alongside the Private Client team at St. James’s Place to create a comprehensive range of solutions to help you address key areas of effective wealth planning including maintaining your lifestyle, protecting your assets, pursuing philanthropy and supporting your business and professional interests.
The service provides clients with access to specialists in banking, legal services and philanthropy. There are options for your private banking, instant access and term deposit needs. The service includes lending solutions, which may also allow you to secure borrowing against your eligible St. James’s Place investments to avoid the need to encash long-term investment.
We can offer personalised investment portfolios to suit your needs with access to whole of market
Our trusted partner, Rowan Dartington who are one of the leading providers of bespoke Investment Management, actively manages these.
For some, charitable giving is an important aspect of wealth management. St. James’s Place, with the Charities Aid Foundation, offers a complete philanthropy service to help our clients give effectively.
You will also receive invites to exclusive client events and have the opportunity to meet and question our experts including fund managers, our Chief Investment Officer and other members of the Investment Committee.