Some investors like some direct involvement in selecting the shares in their portfolio, but as life drifts on, become less active in managing their portfolio, or fear if they should die first, their spouse may not have the knowledge or interest to look after this portfolio.

If you decide to have your own portfolio of shares, it is crucially important for you to be confident that your portfolio is in the hands of a manager that provides a high level of investment expertise and an efficient and trouble-free administration service.

In addition, we believe your share portfolio needs to be managed in the context of other investment decisions that you may face.

With a variety of such services available in the marketplace, it is not always the case to decide which portfolio manager to appoint for your investments.

For these reasons, the St. James's Place Wealth Management Group has introduced the Portfolio Management Service. We have identified a number of providers whose quality of investment management and levels of service make them suitable for St. James's Place to endorse and introduce to those clients who wish to have a direct portfolio of stocks and shares.

To view your existing St. James's Place portfolio or to register for our online servies, click on 'Existing Clients' to the left of this page.