Senior Corporate Executives often find themselves in complex financial situations that require in-depth knowledge of their circumstances and a reassuringly steady hand that understands their world.
In our experience, you’re likely to have a good understanding of the principles of effective wealth management but with very little time to focus on them properly and give them the attention they deserve. You might need help with your retirement planning, investing, protecting your family, inheritance tax, paying for your children’s education or looking for a more tax efficient way to structure your finances.
Whatever challenges you face, we’ll put together a financial plan for you that’s aligned with both your professional ambitions and personal goals. We can even help you decide what those ambitions and goals should be based on our experience of working with many other people just like you.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Steve, 53, is a CEO based in London. Married to Karen, he is an experienced and knowledgeable investor but, as a successful and busy individual with a hectic schedule, he often does not have time to manage his investment portfolio.
Steve and Karen are a dynamic and ambitious couple, looking for more than just investment advice. They’re after reassurance and peace of mind that their investment strategies are being looked after so that they can get on with the day to day running of their lives and careers.
We worked with Steve and Karen together, to identify their Future Perfect and to help them develop a financial strategy to get there. Whilst Steve has extensive investment experience, Karen has less so, making it important to provide her with a reliable and trusted source of advice that has full knowledge of both their portfolios and strategies should anything happen to Steve. Like many couples, they want to avoid relying on just one of them, for something so important as their future financial security.
Today, Steve and Karen know that their investment strategy is robust and set up with their specific objectives in mind. Not only that, but their regular meetings with their Adviser at Corinthian ensure that any changes to their circumstances or financial regulations are factored in and acted on quickly. We give them access to the world class investment managers to help maximise their returns and all without the hassle of having to search the entire market. We provide them with fund expertise that is usually only available to large institutional investors and a level of exclusivity far beyond what they might expect from other wealth managers.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.
For us it was all about finding advice we could trust and to provide high quality investment vehicles to generate the best possible returns. Corinthian Wealth Management give us the confidence and time to focus on busy work and social challenges knowing our investments are in great hands.