Peter Thompson describes for Spear’s a changing world: he joined St James’s Place in 1992 (‘the 50th partner to join’) and the business has since grown to become a FTSE 100 company with AuM of £79.8 billion.
Thompson’s focus is on holistic advice to clients with complex requirements, from managing wealth across generations for landed estates to top legal professionals, entrepreneurs, footballers and lottery winners. ‘Strong relationships have been forged with many of my clients over a number of years with tailored ongoing advice and support as circumstances and goals change over time,’ he says.
‘We provide broad financial planning, which involves a deep understanding of clients and their family needs and aspirations as they evolve. Through our distinctive approach to investment management, we seek out leading fund managers from around the world, monitor them robustly and if need be change them.’
The relationship-based model gives St James’s Place the edge, he says: ‘The need for expert face-to-face advice has never been greater. In an increasingly uncertain world, there’s nothing more reassuring than having someone there to guide you.’