As a private client of Apollo Private Wealth, you have exclusive access to our specialist advice and servicing team, which brings together highly experienced financial planners, investment and pension specialists, banking advisers, and experts in tax and legal matters. They work alongside your dedicated Partner to provide an exceptional, high-quality service, where your priorities become our priorities.
Working alongside the St. James’s Place Private Client team, your Apollo Partner will gain a detailed understanding of your ambitions and requirements you have for yourself and your family. A personalised wealth management report will provide you with a clear vision of the strategy required to achieve these financial goals; plans in which you can choose to involve your family.
Our service brings together a comprehensive range of solutions to address four key areas of effective wealth planning:
- Maintaining your lifestyle
- Protecting your assets and the family estate
- Pursuing your philanthropic aims
- Supporting your business and professional interests
With the ongoing support of experts within the Private Client team, your Apollo Private Wealth Partner will work closely with you to ensure that the strategy covering these areas is reviewed regularly, and adapted where appropriate.
To complement our expertise and extensive range of services, we also provide access to carefully selected specialist providers in financing, cash management, offshore investing, tax and legal services and philanthropy.
Your Private Banking Service
Your Partner will work with the St. James’s Place Private Banking team to understand your current and future needs, and your servicing preferences, to create a financing solution that fits your individual circumstances.
We offer trustee accounts and can arrange instant access deposits, corporate deposits, credit facilities and offshore services, all through our relationships with our carefully selected banking partners. Our specialist lending solutions allow you to secure borrowing against your eligible St. James’s Place investments, providing access to a short-term loan facility and avoiding the need to encash long-term investments to cover immediate liquidity requirements.
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.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.