Mayfair Quarters

EFG Private Bank

EFG Private Bank is part of EFG International, a global private banking group headquartered in Zurich, Switzerland. EFG International operates in around 40 locations worldwide, and its shares are listed on the SIX Swiss Exchange.

Banking and treasury

Credit

Investments

Fuduciary Services

eBanking

Investment Research

St. James’s Place Wealth Management

We act as financial advisers to private clients including, partners of leading law firms, executives of noted international corporations and families.

Our wealth management platform is a rich source of information and advice. Whatever the circumstances, we seek to become the Office through which a client can reliably ensure their financial needs are addressed and resolved.

We are open-minded and flexible and have an extensive team of professionals ready to act and advise on complicated financial matters.

We aim to serve the financial needs of our clients, acknowledging that they often have limited time and require a proactive team to advise, facilitate and manage their financial affairs.

St. James’s Place Wealth Management is a directly quoted FTSE 100 company and has funds under management of £89.9 billion.

St. James’s Wealth

We provide highly personal, face-to-face financial advice and help our clients achieve their financial objectives through access to a highly experienced team of advisers.

• Estate planning
• Personal protection
• Retirement planning
• Long term care
• Investment management
• Trusts
• Mortgage
• Company pensions