St. James's Place Plc
STJ:LN
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Overview
Company Profile
The financial services holding company provides a range of financial and wealth management services through The St. James's Place Group. The company also offers life and health insurance contracts and pension schemes.
Classification
Sector Finance
Industry Asset Management Services
Financials
News & Media
Corporate
Board of Directors
David Bellamy
Chief Executive
David joined the SJP Group in 1991 and was appointed to the Board in 1997, before becoming Chief Executive in 2007. He previously fulfilled a number of roles at St. James’s Place including Group Operations Director and Managing Director. David has worked in the financial services industry since 1973 and is a Trustee of the St. James’s Place Foundation. He is also a member of the Financial Conduct Authority’s Practitioner Panel.
Andrew Croft
Chief Financial Officer
Andrew joined the SJP Group in 1993 and has been Chief Financial Officer since 2004. He qualified as a Chartered Accountant at PricewaterhouseCoopers in 1988 and has a degree in Accounting and Economics from Southampton University. Andrew is a Trustee of the St. James’s Place Foundation and is a lay member of the Audit, Risk & Investment Committees of the Royal College of Surgeons of England.
David Lamb
Managing Director
David joined the SJP Group in 1992 and was appointed to the Board in 2007. David is the Managing Director with responsibility for Operations, including Client Services, Marketing, Business Development and the Group’s fund range. He is Chair of the Investment Committee and a Trustee of St. James’s Place Foundation. David is a non-executive director of The Henderson Smaller Companies Investment Trust plc and a director of the Wealth Management Association. He is also Governor of the University of the West of England, a graduate of City University, London and a Fellow of the Institute of Actuaries.
Ian Gascoigne
Managing Director
Ian has worked in the financial services industry since 1986 and joined the SJP Group in 1991. He was appointed to the Board in 2003. Ian is the Managing Director responsible for the management and development of the Partnership. He has a degree from Lancaster University and an MA from Leicester University. Ian is a Trustee of the St. James’s Place Foundation and is also on the Advisory Board of Loughborough University Business School.
Sarah Bates
Chairman
Sarah joined the Board as an independent Non-executive Director in 2004 and was appointed Chairman on 1 January 2014. She is also chairman of the Nomination Committee. Sarah has over thirty years’ investment experience and is chairman of the J.P. Morgan American Investment Trust plc, Witan Pacific Investment Trust, and a non-executive director of Worldwide Healthcare and Polar Capital Technology investment trusts and Senior Independent Director of Development Securities plc. Sarah is chairman of the Cancer Research U K Pension Fund Investment Committee and St Joseph’s Hospice Investment Panel. She is also an adviser to the East Riding Pension Fund and a member of the Universities Superannuation Scheme Investment Committee. Sarah has a BA (Hons) from Trinity Hall, Cambridge University in Law and an MBA from the London Business School.
Iain Cornish
Senior Independent Director
Iain was appointed to the Board as a Non-executive Director in 2011 and became Senior Independent Director and Chair of the Risk Committee on 1 January 2014. He is also a member of the Audit and Nomination Committees. Iain has considerable board and senior management experience and was previously Chief Executive of the Yorkshire Building Society and an independent director of the Prudential Regulation Authority from February 2013 to 1 April 2015. Prior to joining the Society, he was a Senior Consultant in KPMG’s Strategy Services Consultancy Practice, specialising in banking and finance sector consultancy projects. Iain is Chairman of Shawbrook Group plc and is a non-executive director of Arrow Global Group plc. He also served as a member of the FSA Practitioner Panel from 2007 to 2011, becoming Chairman in 2009.
Sir Mark Weinberg
Life President
Sir Mark founded the St. James\'s Place Group with Mike Wilson and Lord Rothschild in 1991 and was Chairman of the company until September 2004, when he resigned from the Board and was appointed President of the company. He chaired the Investment Committee until July 2011. Sir Mark originally practised as a barrister and was formerly Deputy Chairman of the Securities and Investments Board, the forerunner to the Financial Conduct Authority. He is Chairman of the Pension Corporation and of Synergy Insurance.
Mike Wilson CBE
Life President
Mike has worked in the financial services industry since 1963 and founded the St. James\'s Place Group with Sir Mark Weinberg in 1991. He was Chief Executive until September 2004 and was Chairman of the company until December 2011, when he resigned from the Board. Mike is a director of the St. James\'s Place Foundation and was formerly Chairman of the Mental Health Foundation.
Roger Yates
Non Executive director
Roger Yates was appointed to the Board as an independent Non-executive Director with effect from 1 January 2014. He is chairman of the Remuneration Committee and is a member of the Audit and Risk Committees. Roger has over 30 years of investment management experience at Morgen Grenfell, Invesco and Henderson Group plc, where he was Chief Executive Officer. He is currently non-executive chairman of Pioneer Global Asset Management S.p.A and of Electra Private Equity plc. He is also a non-executive director of J.P. Morgan Elect plc and IG Group Holdings plc and has a degree in History.
Simon Jeffreys
Non Executive director
Simon was appointed to the Board as an independent non-executive director with effect from 1 January 2014 and is chairman of the Audit Committee. He is also a member of the Remuneration and Risk Committees. Simon was a partner with PricewaterhouseCoopers LLP (1986-2006) where he led the firm’s Global Investment Management practice, after which he joined Fidelity International as Group Chief Administrative Officer (2006-2008) and then Wellcome Trust as COO (2009-2014). He is non-executive director and Chair of Audit Committee at Henderson International Income Trust plc, Aon UK Limited and SimCorp A/S, a listed Danish financial services software company. Simon has a B.Com (Hons) from the University of Cape Town and is a UK FCA, a SA CA and a US CPA.
Baroness Wheatcroft
Non Executive director
Baroness Wheatcroft was appointed to the Board as an independent Non-executive Director in April 2012 and is a member of the Risk, Remuneration and Nomination Committees. Baroness Wheatcroft is a member of the House of Lords and is currently a non-executive director of Fiat Chrysler Automobiles and of the Association of Leading Visitor Attractions. She is Trustee and Deputy Chairman of the British Museum. Baroness Wheatcroft has considerable experience of the media and journalism, having previously been Editor-in-Chief at the Wall Street Journal, Europe, a former Editor of the Sunday Telegraph, and Business and City Editor of the Times. She was appointed chairman of the Financial Times Appointments Committee in 2014. Baroness Wheatcroft has been a non-executive director of Barclays Group plc and Shaftesbury plc, and acts as an adviser to, or member of various other bodies. She has a Law Degree from Birmingham University and an Honorary Doctorate from City University.