2. Our Philosophy
Many of us are working towards mastering a particular irony of
life.When we are very young we have time but don’t have money
or independence. At some point we get on to the treadmill
of making money and tend not to have time.The piece we are
all looking forward to is that icing on the cake of life which is
when we have both time and money to live our dreams and or to
create the emotions we require as a foundation for peace and joy.
Our business and reputation is built upon one core principle:
I believe you come to us to form a partnership, to make
your aspirations a reality.You bring with you the financial
resources which you have spent many years building up,
and we put your goals and ambitions as the sole consideration
and drive behind our advice.
We feel privileged that our clients entrust us in this role and take
the responsibility that comes with it very seriously at all times.
3. enman Wealth focuses on supporting senior corporate expatriates, professional sports people, aviation
professionals and high net-worth clients. Our aim is to build long lasting relationships with our valued
international clients, ensuring that we are always consistent with the quality of advice the we provide,
advice that is guaranteed by St. James’s Place.
Our team of experienced financial professionals work closely with our clients to ensure we truly
understand their unique personal circumstances, goals and aspirations as we seek to deliver financial
strategies that can be reviewed and adjusted as personal and professional life evolves.
We commit to remaining proactive as legislation and the economic climate changes unburdening
our clients from the daily management of their finances and allowing them greater freedom to
focus on their career, family and personal interests. Our clients truly value our service and commitment
to act in their best interests which is why a high percentage of new Henman Wealth clients come from
personal recommendations.
Henman Wealth provides a highly personalised and technical service to high net-worth & ultra high
net-worth private clients with investable assets over $3Million. Clients work with exclusively with
Henman Wealth’s Principal Partner, Giles Henman an Associate of the Chartered Institute of Securities
& Investment and are supported by the St. James’s Place Private Client Team, an award winning team of
chartered financial planners.
Henman Wealth also specialises in working with aviation professionals and those involved in the elite
sport industry – recognizing the unique challenges faced in these industries and providing a tailored
service and product proposition that addresses this.
St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place
Partnership when recommending any of the wealth management products and services available from
companies in the Group.
H
GILES HENMAN
Principal
3
4. The Team
kkks well as aiming to deliver excellent results for his clients, Giles feels it is also very important that
the experience of being a client is not only positive but sets the standard for how clients would want to
be treated by all counter parties with whom they involve themselves.
It is for this reason that Giles has put together a team who are equally as committed to service excellence
and have the required expertise to deliver.
A
Philip Childs
Wealth Manager
A graduate from Kaplan University in Singapore,Philip is a talented
financial profressional having worked for St. James’s Place for
almost five years. Having developed his own successful Practice, in
July 2016 Philip accepted the opportunity to join HenmanWealth
in order to continually enhance the service offering to his clients;
Philip can now call upon the infrastructure and resource of the
HenmanWealth Practice to offer his clients exceptional service.
Samuel Schenk
Practice Development Manager
Sam is an accountancy graduate from Rhodes University, South
Africa. Upon graduation, Sam moved to Shanghai in order
to commence his career in the financial services profession.
St. James’s Place spotted Sam’s potential and brought him into
the business to continue his professional development where
he has spent over two years working with leading Partners. At
HenmanWealth,SamplaysanintegralroleinbuildingthePractice.
Yayi Xu
Executive Assistant
Having completed a Masters of Finance in France,Yayi returned
to Shanghai and joined St. James’s Place as personal assistant
to Giles Henman. Yayi places high priority and importance
by ensuring clients receive an exemplary service at all times.
Responsive to clients needs,Yayi puts all of her knowledge and
experience to help clients achieve their financial goals and are
kept well informed at all times.
4
5. About St. James’s Place
t. James’s PlaceWealth Management offers a wide range of high quality wealth management services
to individuals and businesses. It is an award winning FTSE 100 business with funds under management
amounting to over £65 billion (equivalent to USD 77 billion)*, and is well established as one of the UK’s
leading wealth management organisations.
This chart is provided to you for general information only and it does not constitute a recommendation
or an offer or solicitation for the purchase or sale of any investment. It does not constitute an investment
advice and does not have any regard to your specific investment objectives, financial situation and
particular needs. St. James’s Place (Shanghai) Limited makes no representation that the activities
reflected in the chart represent the regulated activities conducted by itself and/or its representatives.
You should obtain financial advice before making any commitment.
S
A comprehensive range of solutions
PROPERTY
FINANCE
LENDING
CASH
SAVINGS
MANAGING CASH
& BORROWINGS
FINANCIAL
PROTECTION
AGAINST RISK
BUILDING &
PRESERVING
CAPITAL
INVESTMENTS
RETIREMENT
PLANNING
INSTRUMENTS
PORTFOLIO
MANAGEMENT
TRUST &
ESTATE
PLANNING
SPECIALIST
GENERAL
INSURANCE
EMPLOYEE
FINANCIAL
PLANNING
LONG-TERM
CARE
HEALTH
INSURANCE
LIFE
ASSURANCE
5
ST. JAMES’S PLACE WEALTH MANAGEMENT
WINNER
6. The St. James’s Place distinctive approach to
investment management
Peter Dunscombe Win Robbins Davina Curling Steven Daniels
Previously Chief
Investment Officer of
the BBC Pension Fund
advising on investment
strategies and portfolio
development.Non-
executive member of the
investment committees of
The Pensions Trust
and Reed Elsevier
Pension Fund.
Trustee Director of Now
Pensions Trust. Trustee
for Landesbanken
Baden–Württenberg
Pension Fund. Director
of City Merchants High
Yield Trust.
Non-executive Director
of Invesco Income
Growth Trust and board
member of BlackRock
Greater European
Trust. Former Managing
Director at Russell
Investments.
Chief Investment Office
of Tesco Staff Pension
Scheme and Investment
Committee member of
the Alzheimer's Society.
Former Group Chief
Investment Officer at
Liverpool Victoria
Friendly Society.
Peter
Dunscombe
Win
Robbins
Davina
Curling
Steven
Daniels
'INDEPENDENT EXPERTISE'
THE
INVESTMENT
COMMITTEE
'MANAGESTHE MANAGERS'
Appoints the
fund managers
Sets performance
objectives
Risk management
and strategy
Decisions:
Change firm?
Change manager?
No change?
The St. James’s Place approach to investment management only applies to St. James’s Place products.
Independent guidance and expertise
6
7. The benefit to clients of investing with
St. James’s Place
• Clients who invest with St. James’s Place benefit from the highly specialist skills that our investment
consultants provide to the Investment Committee, which private individuals or advisers would not
ordinarily be able to access.
The St. James’s Place approach to investment management only applies to St. James’s Place products.
• This method would be fairly described as an institutional approach to investing.
• If this level of monitoring were not available how would you know:
hh When a particular manager within an investment company had ceased managing a fund in order
to start a new fund, or had perhaps left the company altogether?
hh If the incumbent would still be the right person for the job?
hh If the key analysts in the organisation who supplied the manager with the good ideas have
left the company?
• Whenever the Investment Committee asks Stamford Associates, Redington and other respected
independentconsultantstorecommendamanagerthereisconsciousriskcontrolthroughconsideration
of how the manager’s style and process will combine with our other managers. By using individuals
with different investment approaches you benefit from diversification of management style.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds
selected and may fall as well as rise. You may get back less than the amount invested.
Outlined below are recent examples of decisions made by the Investment Committee to introduce new
funds or change managers.
Date Change Notes
April
2012
UK Growth fund
Appointed Majedie to replace
RWC.
Following a thorough review of fund managers within
the UK All Companies sector, the Investment Comittee
recommended changing manager from John Innes
at RWC to the UK Equity team at MajedieAsset
Management: James de Uphaugh, Chris Field, Matthew
Smith and Adam Parker.
October
2013
Worldwide Opportunities/
Worldwide Managed fund
Appointed Select Equity,
Burgundy and First State to
replace Polaris.
Believing that the prospects of generating better
medium- to long-term returns could be improved with
new managers, Select Equity, Burgundy and First State
were appointed to replace Polaris.
April
2014
UK High Income,
Income Distribution and
UK Equity funds
Retained NeilWoodford to
manage the funds.
Following NeilWoodford’s decision to leave Invesco
Perpetual, perhaps the most high-profile and significant
event in the recent history of investment managment,
the Investment Committee moved to secure Neil
Woodford at his new company.
April
2014
Global Equity Income fund
Appointed Paul Boyne and
Doug McGraw at Manulife to
replace Invesco Perpetual.
The Investment Committee concluded that the
prospects of generating better medium- to long-term
returns would be improved by reappointing Paul
Boyne and Doug McGraw, now at Manulife, who had
prevously managed the fund at Invesco Perpetual.
7
8. The St. James’s Place Foundation
ormed in 1992, the Foundation is the charitable arm of the St. James’s Place Wealth Management
Group and has so far raised over £50 million* for good causes in the UK and across the world.
The St. James’s Place Foundation funds hundreds of projects each year and, to ensure its needs can be
supported, it relies heavily on the generosity and actions of Partners and staff to raise vital funds. Find
out more about our fundraising on our website: www.sjpfoundation.co.uk. The Foundation supports
hundreds of charities under the following themes:
• Cherishing the Children
• Combating Cancer
• Supporting Hospices
*Information accurate as at June 2016
F
8
9. Giles Henman Background
n early career spent as a Graduate Accountant for one of the world’s leading accountancy practices where
Giles gained a broad knowledge of business across many sectors and in particularly the challenges involved in
international businesses. In 1988, Giles was recruited to join the financial services industry by a division of one
of the UK’s oldest private banks, Hambros, London, rising to Regional Director Level where he gained valuable
insight into the financial markets and its various instruments through a rigorous training and development model.
Giles specialises and excels in all areas of wealth management advising and implementing long-term strategies to
maximise wealth and to reduce tax liabilities with extensive experience dealing with UK and non-UK domiciled
high net worth and ultra -high net worth clients.
Giles is an Associate of The Chartered Institute of Securities and Investment with a Certificate of International
Wealth Management and has lived in the Pudong area of Shanghai with his wife Jill and 2 teenage sons, Tommy
and Harvey for 5 years.
As Principal of Henman Wealth, a Partner Practice of St. James’s Place Wealth Management, Giles’s emphasis
is on building & maintaining long-term relationship with his clients, helping them achieve their financial and
personal goals.
Giles says “Fundamentally I see my approach as one of problem-solving for the client rather than product-selling.
As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
My business grows entirely from personal introductions and referrals. I am very passionate about building long-
term relationships with all of my clients founded on trust, excellent service and personal face-to-face advice.”
“98% of clients rated their satisfaction levels as either ‘very satisfied’ or ‘satisfied’.”
“65% of clients said their level of satisfaction was unchanged over the last 6 to 12 months, while
the remaining 35% said it had increased.”
“88% of clients would be happy to recommend me.”
*Source: Giles Henman 2015 Client Survey (49 respondents in total)
Your Personal Guarantee
t.James’s Place guarantees the suitability of the advice given by HenmanWealth when recommending
any of the wealth management products and services available from companies in the group.
This quite simply gives you reassurance and peace of mind when planning your financial future.
S
A
10. “I am very pleased with the service provided by Giles and with the investment products offered by
St. James's Place, which suit my personal circumstances ideally. I have found Giles to be always available
when I have a questions and he is always happy to give advice or seek further information if required.
I would have no hesitation in recommending Giles and St.James's Place to my friends and colleagues."
MR KEITH WARD
Chief Finance Officer
“Giles outclasses any other wealth manager that I have met when it comes to genuine interest in the
client's needs."
MR KENNETH SMITH
PresidentAsia Pacific
“I have only been working with Giles a short while byt have known him through friends for some time.
My wife and I found Giles to be very thorough,clear and practical.I had stayed away from using this kind
of service due to a bad experience many years ago,but was completely reassured by the way Giles conducted
himself and the time we had together.I would have no hesitation in recommending him to anyone."
MR IAN KENT
Chief Operating Officer
“Giles has been very attentive, patient and professional in all the service I have received to date. He has
listened to my needs, my wants and my current situation to understand where he and St. James's Place
can best serve these. He has not tried to "sell" or "pressure" me into any investment that I don't feel
comfortable with. Giles and his team have impeccable and down to earth client management that makes
you feel at ease."
MS RACHEL HOWARD
Brand Director
As a matter of professional courtesy, please do not contact any of these individuals without
prior agreement. If you require any further information please do not hesitate to contact me.
View from a client's perspective
11. “Giles Henman has provided to me a very satisfactory service after two other attempts (which have
been very unsatisfactory) regarding offshore investment. He is contacting me regularly to adjust or
modify the investment strategy and he also came up with good proposals to make the most out of already
invested money.”
MR NICK BORISLAVSKI
General Manager
“I have found Giles Henman to be a consummate professional in terms of the advice,service and education
that he has afforded me and my family. Committing financial resources for ones family’s future is serious
stuff, yet the thoughtful process that Giles guided me and my wife through was first class.Through our
interaction he has become a family friend and has provided more follow up after he won the business –
which in reassuring.The bottom line is that he has my interests at heart which is crucial when investing
your hard earned money.Giles is a good man and a professional.”
MR GRAHAMTHOMPSETT
Global Head of Resourcing
As a matter of professional courtesy, please do not contact any of these individuals without
prior agreement. If you require any further information please do not hesitate to contact me.
12. 08/16)
The‘St. James’s Place Partnership’ and the titles‘Partner’ and‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Members of the St. James’s Place Partnership in Shanghai represent St. James’s Place (Shanghai) Limited, which is part of the St. James’s Place
Wealth Management Group and is aWholly Foreign Owned Enterprise (WFOE).WFOE registration No. 31000040060051.
St. James’s PlaceWealth Management plc Registered Office: St. James’s Place House, 1Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom.
Registered in England Number 4113955.
Please note that due to local legislation we are unable to offer our financial planning services to nationals of the People’s Republic of China.
1515 Nanjing RoadWest
Suite 2006-2007,Tower 1, Jing An Kerry Centre
Shanghai 200040
Tel: +86 21 6045 2688
Mobile: +86 185 0175 9924
Email: giles.henman@sjpp.asia
Web: www.sjpp.asia/henmanwealth
PARTNER PRACTICE OF
