The content of this page is for experienced, sophisticated investors only, who are able and willing to take a higher level of risk with their investments.
Our specialist investment office for Alternative Investment Managers brings together a wealth of experience in understanding the challenges and intricacies of alternative fund managers and what motivates those who work in the industry.
We have taken the time to understand your pay structures, from bonuses, co-investments, carried interest or even vesting stock, and devised simple tax-efficient structures and tax mitigation solutions (recognised by HMRC).
Our team is well equipped to meet the sophisticated needs of senior fund executives: We have the detailed understanding of the tax treatment of onshore and offshore investment funds, co-investment requirements, carry structures and investment management solutions that they require.
We specialise in looking after capital for alternative fund managers, who’s wealth currently comprises over a third of our overall assets.
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.