Wealth Management
Your situation and goals are unique, and your partnership with AAG will allow you to develop a bespoke financial portfolio reflecting your objectives, aimed at maximising and safeguarding your wealth.
AAG was established in 1995 to provide expert financial advice on behalf of St James’s Place plc (formerly J Rothschild Assurance). Recognising that each financial situation is unique, AAG provide face-to-face advice, specialising in the needs of higher net worth clients. Expert guidance is provided for individuals and businesses seeking to achieve three principal financial objectives:
- Management of existing assets
- Protection against financial risk
- Creation of future capital
Since its formation, AAG has always maintained its top ten position of partner companies within the St James’s Place Group (SJP), achieving the status of top performing company on several occasions. AAG played a significant part in SJP being named ‘The Daily Telegraph Wealth Manager of the Year’ 2007 and 2008, Investors Chronicle Wealth Manager of the Year 2008 and FT Wealth Manager of the Year 2008.
The St James’s Place Group has over 400,000 clients and, with over £27 billion funds under management, is firmly established as one of the UK’s leading wealth management organisations.
Call +44 (0) 20 7016 6767
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AAGSJP Ltd is representing St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Services Authority.