1. MICHAEL KIENER
ASSOCIATES LTD

2. St. James’s Place Wealth
Management Group was founded
under the name J. Rothschild
Assurance and started trading in
January 1992

3. St. James’s Place Group
St. James’s Place St. James’s Place
St. James’s Place
Unit Trust Group International
St. James’s Place
Partnership
Clients

4. St. James’s Place Wealth Management offers a wide
range of high quality wealth management services to
individuals and businesses.
It is an award winning FTSE 250 business with in
excess of £27 billion funds under management, and
is well established as one of the UK’s leading wealth
management organisations.

5. Awards

6. Wheel of services
Our comprehensive range of financial solutions

7. Meet the Team
Michael Kiener Phil Smith Nicola White
Senior Partner Chartered Financial Marketing Manager
Planner
Rebecca Barnes Neil Smith Ana Crockford
PA to Senior Partner Sales Support Accounts Manager
Administrator