Xcout IntelSt. James's Place Wealth Management competitors & alternatives
The 12 closest competitors and alternatives to St. James's Place Wealth Management among wealth management companies — ranked by similarity to what St. James's Place Wealth Management actually does, not by market-cap band.
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About St. James's Place Wealth Management
St. James's Place Wealth Management plc is a company with its registered office in Cirencester, Gloucestershire, United Kingdom. The company is involved in wealth management, with operations extending to Asia. Its company information, including registered office address and filing history, is available through Companies House.
Top 12 St. James's Place Wealth Management competitors
Ranked by semantic similarity — how close each company is to St. James's Place Wealth Management by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Asset & Wealth Management
AFH Wealth Management is a specialist financial planning and independent investment advice firm with offices across the United Kingdom and headquarters in Bromsgrove.
Similar wealth management company
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, and family office services. It also offers open product platform services. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.
Similar wealth management company
JBWere is an Australian wealth management firm providing investment advice, philanthropic services, and family advisory to individuals, families, and for-purpose organisations.
Similar wealth management company
PHW Wealth Partners is a boutique wealth management firm based in Belfast that provides tailored financial planning and investment advice. The company serves high-net-worth individuals, families, businesses, trusts, and charities, offering services such as pension and retirement planning, inheritance tax and estate planning, and business exit strategies.
Similar wealth management company
Ox Global Investments is an independent wealth management firm that provides individuals and corporate clients with investment solutions, financial planning, stockbroking, and asset safekeeping. The company offers bespoke services including multi-asset portfolios, alternative investments, tax planning, trusts, and portfolio lending. It serves professional investors through tailored financial products and independent due diligence.
Similar wealth management company
Bentley Reid is an employee-owned financial services business that provides personal wealth management. Although founded in Hong Kong in 1979, the company is currently headquartered in London, England, and maintains additional offices in locations such as Dubai and Malta.
Similar wealth management company
Endowus is a wealth management platform that provides digital investment services for individuals to grow their wealth through funds and portfolios. It serves retail and institutional clients by offering conflict-free investment advice and portfolio management using cash, CPF, and SRS funds.
Crypto/Web3
CoinShares PLC, a Jersey-based entity, focuses on crafting financial products that utilize digital assets and blockchain technology. The company's business is organized into three primary segments: Asset Management, Capital Markets, and Principal Investments. Its diverse product lineup features offerings such as CoinShares Physical, CoinShares Valkyrie, CoinShares XBT, and The Blockchain Global Equity Index. Furthermore, the firm extends its services to encompass hedge fund solutions, various indices, venture capital support, and capital markets advisory. CoinShares PLC was established in 2013, with its headquarters located in Saint Helier, Jersey.
Investment Management
CCLA Investment Management provides investment management products and services tailored for the Church of England, charities, churches, local authorities, and professional and individual investors. The company focuses on responsible investment, asset selection, and stewardship to help clients maximize their societal impact and achieve long-term financial returns.
Investment Management
Fundsmith LLP is a UK-based investment management firm that provides equity funds and investment services to individual and institutional investors.
Investment Management
Fortis Frontier PLC develops, distributes, and commercializes at-home healthcare and wellness tests in the United Kingdom. It is also involved in the development of an accompanying proprietary digital platform. The company was formerly known as MyHealthChecked PLC and changed its name to Fortis Frontier PLC in November 2025. Fortis Frontier PLC was incorporated in 2008 and is based in Cheltenham, the United Kingdom.
Similar wealth management company
Kamet Capital operates as a multi-single family office headquartered in Singapore, serving influential Asian founders and international families. The firm provides wealth management, investment management, wealth planning, household and estate management, and administrative services to help clients localize in Singapore and expand globally.
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