SJP CLIENT SOLUTIONS - Key Persons
Job Titles:
- Member of Group Executive Committee
- Interim Group Chief People Officer
Date of Appointment: Appointed to the General Executive Committee in January 2024, when she became Interim Group Chief People Officer. Joined St. James's Place in September 2022 as People Director. Experience Amy started her career at Schroders Investment Management. She went on to work for Insurance Australia Group in Sydney as an interim HR business partner, followed by roles at Aberdeen Asset Management including head of HR - UK, global deputy head of HR - Relationship Management, deputy global people director - Asset management and global head of HR - Client Group, Adviser and Regions. During this period she gained extensive global experience of organisational design and development, change management, performance and talent management, employee relations, reward, and people management. External Appointments Amy has no external appointments.
Date of Appointment Chief Financial Officer - September 2024. Experience A chartered accountant, Caroline began her career at Coopers & Lybrand. She subsequently held senior finance roles at Barclays Capital, RBS and Deutsche Bank before becoming chief financial officer for UK and EMEA at Credit Suisse. More recently she was chief financial officer for UBS Group's UK Credit Suisse entities, as well as chief operating officer for Credit Suisse International. External appointments Trustee and member of the Board and the Finance & Audit Committee of St Giles Trust.
Job Titles:
- Chairman of the Governance Committee
- Independent Non - Executive Director
- Chairman of Group Nomination and Governance Committee
- Chairman of Group Remuneration / Committee
- Non - Executive Director of N.M. Rothschild & Sons Limited
Emma is currently a non-executive director of N.M. Rothschild & Sons Limited. She is a non-executive director and chair of the Investment Committee of Industrial Alliance Financial Group, one of Canada's largest insurance and wealth management companies, listed on the TSX. She is also a non executive director of the private investment company Claridge and of one of its key holdings, Solotech.
Job Titles:
- Chief Risk Officer
- Member of Group Executive Committee
Date of Appointment Chief Risk Officer October 2024. Experience Hestie joined SJP following four years as chief compliance officer at Prudential plc, and prior to that in senior risk management roles in insurance at Prudential plc and in banking, wealth and investment management at Barclays. Her experience across three continents has included a strong focus on organisational transformation and conduct management. She holds a PhD in Mathematical Statistics, and an Executive Masters in Clinical Organisational Psychology. External appointments Hestie has no external appointments.
Job Titles:
- Director - Investor Relations
Job Titles:
- Member of Group Executive Committee
- Chief Operations and Technology Officer
Job Titles:
- Chairman
- Independent Non - Executive Director
- Member of the Governance Committee
- Chairman of Group Audit / Committee
- Chairman of Group Risk / Committee
Date of Appointment Independent Non-executive Director, November 2021. Chair of the Audit Committee and member of the Risk and Nomination & Governance Committees. Experience John has extensive experience of the financial services industry gained through his career as a senior audit partner and his non-executive directorships. John spent 38 years with PricewaterhouseCoopers LLP, specialising in financial services auditing and advisory services, before retiring in 2014. Since retiring from PricewaterhouseCoopers LLP he has undertaken a number of non-executive director roles with financial services companies alongside a role as a senior adviser to the Financial Reporting Council. External Appointments Non-executive director of Aldermore Group PLC.
Job Titles:
- Independent Non - Executive Director
- Member of the Audit Committee
- Member of the Governance Committee
- Member of the Risk and Remuneration Committees
- Non - Executive Director and Chair of the Joint Nominations and Remuneration Committee of Homes England
Lesley-Ann was a managing director at Morgan Stanley from 1998-2009, having previously worked at UBS and Midland Bank. She is a fellow of the Chartered Institute of Management Accountants (CIMA). She was a trustee of the North London Hospice for nine years.
Lesley-Ann is a non-executive director and chair of the joint Nominations and Remuneration Committee of Homes England, non-executive director and chair of the Remuneration Committee of Workspace Group plc and non-executive director of the Confederation of British Industry (CBI).
Job Titles:
- Chief
- Corporate Affairs Officer
- Member of Group Executive Committee
Date of Appointment Joined St James's Place July 2015. Experience Liz trained and qualified as a solicitor at Clifford Chance working as a commercial lawyer following which she held a number of senior executive roles in the sports marketing and media industries. More recently she was group general counsel for Nationwide Building Society where she was responsible for the legal, compliance and secretariat functions. External Appointments Liz has no external appointments.
In joining SJP you'll be part of a team that considers how our work affects the world in which we belong. Over 96% of our group employees are involved in financial education, charitable giving and volunteering. Over 89% of our employees are involved in supporting local communities and good causes, and in 2023 we reached over 10,000 young people through delivering financial education in schools and community groups.
We are proud of the journey we've been on since we started in 1992. This proven record of success means we can confidently look to the future. Helping you to embrace your tomorrow.
Job Titles:
- General Counsel
- Member of Group Executive Committee
Date of Appointment General Counsel - December 2024. Experience Paul first qualified as a lawyer in Australia and joined Clifford Chance LLP on moving to the UK in 2001. He joined SJP from Barclays where over the course of his career he has led legal teams in the Wealth and Private Bank, Group Centre, Barclays Africa and Barclays UK businesses. Most recently he was Managing Director and Head of Legal for Barclays UK with coverage responsibility for the secured lending, savings, insurance, sustainability and transformation teams and bank wide subject matter responsibility for economic crime, litigation and contentious regulatory matters. He holds degrees in Law and Politics and an LLM from King's College London. External appointments Paul has no external appointments.
Job Titles:
- Chairman of the Governance Committee
- Chairman of Group Nomination and Governance Committee
- Chairman of the Nomination and Governance Committee
Date of Appointment Chair May 2021. Non-executive Director January 2021. Chair of the Nomination and Governance Committee. Experience Paul has been Chair of the Company since May 2021 having joined from Prudential plc, where he was chair for eight and a half years. He was also previously chair of Aon UK Limited, JPM European Smaller Companies Investment Trust plc and Templeton Emerging Markets Investment Trust plc. Paul was the senior independent director of Wm Morrison Supermarkets Plc, a non-executive director of KazMunaiGas Exploration & Production and chair of Henderson Diversified Income Limited. Prior to this, he served as founding chief executive officer of Threadneedle Asset Management, director of Eagle Star and Allied Dunbar, chief executive officer, Europe of Deutsche Asset Management, global chief executive officer of Rothschild Asset Management, chair of Bridgewell Group plc and was director of Henderson Small Companies Investment Trust plc. External Appointments Paul is currently chair of W.A.G Payment Solutions Plc.
Job Titles:
- Member of Group Executive Committee
- Partnership Director
- Chairman of Policy Services Limited
Peter is the Chairman of Policy Services Limited.
Experience
Peter joined the company in 1999 holding a variety of roles across the Field Management Team. As Partnership Director, he is responsible for the UK Partnership as well as the recruitment of new joiners, the Academy and Regulatory Authorisations.
Prior to joining St. James's Place, Peter owned and ran his own face to face financial advice businesses at both Guardian Royal Exchange and Allied Dunbar. Prior to his financial services career, Peter served in the British Army.
Job Titles:
- Member of Group Executive Committee
- Chief Client Officer
Date of Appointment Joined St James's Place March 2025. Experience Rob spent 10 years leading Aberdeen Asset Management's marketing efforts around the world as Head of Group Marketing. Rob then went on to found and lead his own FinTech business, called Door, which simplifies data exchange between asset and wealth managers. He's built both tech and a global client network - which included some of our largest peers in the US and Europe. External Appointments Rob is a Board Director of Door Ventures Inc.
Job Titles:
- Independent Non - Executive Director
- Member of the Governance Committee
- Member of Risk and Group Remuneration Committees
- Non - Executive Chair of RedCat Pub Company
Rooney served as chief executive officer at Greene King and has held non-executive positions as chair of Casual Dining Group and Away Resorts, non-executive director of Drive Assist Holdings and Pursuit Dynamics. He was also senior independent director for Wm Morrison Supermarkets until its sale to private equity.
Rooney is non-executive chair of RedCat Pub Company and Purity Soft Drinks. He is also a visiting professor at Aston Business School.
Job Titles:
- Chairman
- Independent Non - Executive Director
- Member of the Governance Committee
- Non - Executive Director and Chair of the Audit Committee of Willis Ltd
Rosemary was chief internal auditor at TSB Bank from 2013 to 2016 and prior to that, from 1989 to 2013, she held a number of senior positions at the Financial Services Authority and the Bank of England. Rosemary is a chartered certified accountant, FCCA.
Job Titles:
- Member of the Governance Committee
- Senior Independent Non - Executive Director
- Member of Remuneration, Audit and Nomination & Governance Committees
- Non - Executive Director and Chair of the Remuneration Committee for SEGRO Plc
Simon is currently a non-executive director and chair of the remuneration committee for SEGRO plc.
Sir Mark founded the St. James's Place Group with Mike Wilson and Lord Rothschild in 1991 and was Chairman of the company until September 2004, when he resigned from the Board and was appointed President of the company. He chaired the Investment Committee until July 2011. Sir Mark originally practised as a barrister and was formerly Deputy Chairman of the Securities and Investments Board, the forerunner to the Financial Conduct Authority.
Job Titles:
- Member of Group Executive Committee
- Group Investment Director
Tom joined St. James's Place in 2008 and was appointed to the Group Executive Committee (GEC) in September 2022.
Experience
Tom has been working in financial markets for 23 years, 15 of which have been at SJP. He was appointed as SJP's Group Investment Director in September 2022. For over 2 years prior to this, he held the role of Chief Investment Officer and Chair of the Investment Committee, and is also CEO of the Unit Trust Group. He has also more recently been appointed CIO of Rowan Dartington.