For a wealth management company specializing in superyacht crew, these values would hold deep significance in both their client relationships and service offerings:

Specialist

As experts in wealth management tailored to the unique needs of superyacht crew, the company understands the transient nature of their careers, fluctuating incomes, international tax implications, and long-term financial planning. This specialization allows them to offer bespoke advice on savings, investments, and financial security that aligns with the unique lifestyle and career trajectory of yacht professionals.

Trust

Trust is paramount in wealth management, especially for crew members who often work remotely and rely on financial professionals to handle their assets responsibly. The company builds trust through transparency, integrity, and a commitment to acting in their clients’ best interests, ensuring financial peace of mind no matter where in the world they are

Family

Yacht crew often spend extended periods away from their families, making financial planning for loved ones essential. The company fosters a sense of family, not only by supporting crew in securing their financial futures but also by providing guidance on generational wealth, estate planning, and financial well-being for their partners and children. Additionally, they create a close-knit, supportive client community that feels like a trusted financial family.

Excellence

In an industry where precision and high standards are the norm, the company upholds a level of excellence that mirrors the expectations of their clients. From investment strategies to personalized financial planning, they deliver top-tier service, innovative solutions, and expert advice that align with the premium standards of the superyacht industry.

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.