St James's Place Wealth Management Group PLC

The St James's Place Group was established in 1991, under the name of the J. Rothschild Assurance Group, by Lord Rothschild, Sir Mark Weinberg and Mike Wilson. St James's Place was floated on the stock market in 1997 and its market capitalisation places it within the FTSE 250 Index.

In June 2000 HBOS, a 'Top Ten' FTSE 100 Company and one of the strongest UK companies, took a 60% shareholding in St. James's Place.

Members of St James's Place are authorised and regulated by the Financial Services Authority and has over 400,000 clients and over £15 billion funds under management. Advice from the St James's Place Group, is provided by the St James Place's Partnership, which brings together experienced financial service professionals working in financial services today ^[1]

Executive Directors

• Sir Mark Weinberg, President
• Mike Wllson, Chairman
• David Bellamy, Managing Director
• Andrew Croft, Group Finance Director
• Ian Gascoigne, Group Sales Director

Non-Executive Directors

• Sarah Bates
• Jo Dawson
• Simon Gulliford
• Andy Hornby
• Derek Netherton
• Mike Power
• Michael Sorkin
• Roger Walsom

Note

1. ^ St James Place Group website http://www.sjp.co.uk/portal/internet/, last viewed 01/02/07