St. James's Place is a prominent UK-based wealth management group listed on the London Stock Exchange, with its Hong Kong operations providing personalised financial planning, investment management, and advisory services. The firm operates through a partner-led distribution model, where independently operating advisers (Partners) deliver tailored wealth management solutions to high-net-worth and affluent clients. In Hong Kong, it is licensed for dealing in securities, advising on securities, corporate finance advisory, and asset management, serving expatriates, professionals, and locally based HNW individuals. St. James's Place is known for its strong focus on long-term client relationships, discretionary portfolio management, and proprietary fund solutions.
Licensed headcount
Active licence holders · monthly snapshot
Where talent comes from
Top 8 of 20Source firms · arrivals 2003–present
Where talent goes
Top 8 of 18Destination firms · departures 2003–present
Regulated activities
Country of origin · active staff
Inferred from name · current members only
People
| Name ↕ | CE# ↕ | Joined ↓ | |
|---|---|---|---|
| GALICHON Herve Louis Jean Denis Marie DealingAdvisingAsset Mgmt | BXL345 | 2026-02-24 | |
| BYRNE Maghnus Patrick DealingAdvisingAsset Mgmt | ANT967 | 2025-08-14 | |
| PURVIS Michael Jeremy DealingAdvisingAsset Mgmt | BVZ229 | 2025-04-03 | |
| HART Kevin DealingAdvisingAsset Mgmt | BVT952 | 2025-01-13 | |
| WILLIAMS Mark DealingAdvisingAsset Mgmt | BVF820 | 2024-11-18 | |
| WOODHEAD Christopher James DealingAdvisingAsset Mgmt | BVI217 | 2024-10-23 | |
| LOPEZ Miguel Zechariah DealingAdvising | BUZ257 | 2024-07-04 | |
| TANG Yuen-Po 鄧元甫 DealingAdvisingAsset Mgmt | BUS468 | 2024-03-12 | |
| VOYCE Luke David DealingAdvisingAsset Mgmt | BTY723 | 2023-08-18 | |
| SCHENK Samuel Dylan DealingAdvisingAsset Mgmt | BTJ427 | 2023-02-27 | |
| DOWLER Joseph Toby DealingAdvisingAsset Mgmt | BSZ395 | 2022-10-13 | |
| LAM David Wei Yan DealingAdvisingAsset Mgmt | BSZ783 | 2022-10-13 | |
| GOLLOP TATUM OLIVIA DealingAdvisingAsset Mgmt | BTB083 | 2022-10-13 | |
| SHUTE Alexander Paul DealingAdvisingAsset Mgmt | BSD846 | 2022-02-11 | |
| SCHOLTZ Frederick David DealingAdvisingAsset Mgmt | BMT303 | 2021-10-20 | |
| DALEY Jemma DealingAdvisingAsset Mgmt | BRK937 | 2021-08-05 | |
| WINTER Jonathan Marc Edward DealingAdvisingAsset Mgmt | BQV860 | 2021-05-04 | |
| LEE Trevor Cheuk Him 李卓謙 DealingAdvisingAsset Mgmt | BQF161 | 2020-10-30 | |
| ILLINGWORTH Piers DealingAdvisingAsset Mgmt | BPU518 | 2020-07-06 | |
| LLOYD Matthew Peter DealingAdvisingAsset Mgmt | BPS141 | 2020-06-09 | |
| RANKIN Stuart James DealingAdvisingAsset Mgmt | BPJ630 | 2020-02-18 | |
| WICKHAM Oliver Jeremy DealingAdvisingAsset Mgmt | AQC490 | 2019-05-28 | |
| VINNER Deep Singh DealingAdvisingAsset Mgmt | BOI736 | 2019-05-16 | |
| O'LEARY Jason Sean DealingAdvisingAsset Mgmt | BNT993 | 2018-11-06 | |
| DAVIES Justin Paul DealingAdvisingAsset Mgmt | ART061 | 2018-10-16 | |
| JALIF Jasmine DealingAdvisingAsset Mgmt | BNH474 | 2018-08-01 | |
| COLEMAN Eleanor Marie DealingAdvisingAsset Mgmt | BDI772 | 2017-12-15 | |
| KARIA KISHAN DealingAdvisingAsset Mgmt | BLI623 | 2017-10-27 | |
| JACKSON Nicholas Mark DealingAdvisingAsset Mgmt | BLC914 | 2017-09-29 | |
| CRAMER Reuben Saul DealingAdvisingAsset Mgmt | BKK593 | 2017-08-14 | |
| LONEY Joanne DealingAdvisingAsset Mgmt | ADW074 | 2017-06-13 | |
| JENKINS Ryan DealingAdvisingAsset Mgmt | BHY430 | 2016-08-11 | |
| ROBINSON Claire DealingAdvisingAsset Mgmt | BHL326 | 2016-05-10 | |
| BROOKS Christopher John Coram DealingAdvisingAsset Mgmt | BCF390 | 2016-04-13 | |
| PROUDLOCK Timothy Laurence 彭樂添 DealingAdvisingAsset Mgmt | BEZ154 | 2016-02-11 | |
| PUTNAM Stephen Peter DealingAdvisingAsset Mgmt | BGN176 | 2015-11-20 | |
| GOLLOP Stephen Philip DealingAdvisingAsset Mgmt | ADO332 | 2015-08-27 | |
| GALVIN Julian 嘉駿昂 DealingAdvisingAsset Mgmt | AMU103 | 2015-07-14 | |
| WARNER James William DealingAdvisingAsset Mgmt | BFA114 | 2015-03-11 | |
| TAWN Andrew John DealingAdvisingAsset Mgmt | BFC254 | 2015-03-10 | |
| KRUIS William David Leo DealingAdvisingAsset Mgmt | BER026 | 2015-01-13 | |
| HENNECKE Martin Wolfgang DealingAdvisingAsset Mgmt | AHP447 | 2013-10-02 | |
| CHEUNG Lai King, Kitty 張麗琼 DealingAdvisingAsset Mgmt | AZG717 | 2012-05-11 | |
| BRADY Paul DealingAdvisingAsset Mgmt | AQC491 | 2008-01-09 | |
| LAI Kam Wah, Winston 黎錦華 DealingAdvisingAsset Mgmt | AMC022 | 2005-07-05 | |
| KELLY Andrew Richard DealingAdvisingCorp FinanceAsset Mgmt | AAG731 | 2003-04-01 | |
| JEFFREYS Nicholas Vaughan DealingAdvisingCorp FinanceAsset Mgmt | ADM299 | 2003-04-01 |
Top competitors by talent overlap
Score combines talent flow volume, regulatory activity overlap (Jaccard), and business similarity (embeddings). Higher = more competitive overlap.