St. James's Place plc (STJ) - Financial and Strategic SWOT Analysis Review by GlobalData

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									            St. James's Place plc (STJ) - Financial and Strategic SWOT Analysis
                                           Review
        Reference Code: GDFS33151FSA                                                                                           Publication Date: JUL 2013

          St. James’s Place House, 1 Tetbury
                                                             Phone              +44 1285 640302                 Revenue          4,091.20 (million GBP)
          Road
          Cirencester, Gloucestershire                       Fax                +44 1285 640436                 Net Profit       107.10 (million GBP)
          GL7 1FP                                            Website            www1.sjp.co.uk                  Employees        854
                                                                                STJ [London Stock
          United Kingdom                                     Exchange                                           Industry         Financial Services
                                                                                Exchange (LON)]

       Company Overview
       St. James's Place plc (St. James's) is a wealth management company based in the UK. It offers financial services such as
       advisory services, tax planning services, retirement planning, wealth management, long-term insurance, and investment services
       to trustees, individuals and corporate entities, among others. The company manages unit trust group funds, pension funds, life
       funds and international funds. St. James's has £34.8 billion funds under management. Post acquisition of St. James’s ultimate
       parent company, HBOS plc by Lloyds Banking Group in January 2009, Lloyds Banking Group became the holding company of St.
       James’s. The company is headquartered in Gloucestershire, the UK.
       Key Executives                                                                SWOT Analysis
                      Name                                 Title                      St. James's Place plc, SWOT Analysis
         David Bellamy                       Chief Executive Officer                  Strengths                              Weaknesses
         Andrew Croft                        Chief Financial Officer
                                                                                      Proprietary Distribution Model         Limited Concentration on
         Ian Gascoigne                       Managing Director                                                               International Markets
                                                                                      Distinct Investment
         David Lamb                          Managing Director
                                                                                      Management Approach
         Mike Wilson                         Director
        Source: Annual Report, Company Website, Primary and Secondary
        Research, GlobalData                                                          Opportunities                          Threats

       Share Data                                                                     Positive Outlook for Global            Competition
         St. James's Place plc                                                        Wealth Market
                                                                                                                             UK Bank Levy
        Share Price (GBP) as on 15-Jul-                                     6         Fund Management Initiatives
        2013
        EPS (GBP)                                                        0.21
                                                                                     Source: Annual Report, Company Website, Primary and Secondary Research,
        Market Cap (million GBP)                                       3,083         GlobalData

        Enterprise Value (million GBP)                                   210
        Shares Outstanding (million)                                     514
       Source: Annual Report, Company Website, Primary and Secondary
       Research, GlobalData

       Financial Performance




       Source: Annual Report, Company Website, Primary and Secondary
       Research, GlobalData




St. James's Place plc (STJ) - Financial and Strategic SWOT                                                                     Reference Code: GDFS33151FSA
Analysis Review
Source : www.globalcompanyintelligence.com                                                                                                                     Page 1
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       Table of Contents
       Table of Contents ............................................................................................................................................................................... 2
          List of Tables .................................................................................................................................................................................. 3
          List of Figures ................................................................................................................................................................................. 3
       Section 1 - About the Company.......................................................................................................................................................... 4
       St. James's Place plc - Key Facts ...................................................................................................................................................... 4
       St. James's Place plc - Key Employees ............................................................................................................................................. 5
       St. James's Place plc - Key Employee Biographies ........................................................................................................................... 6
       St. James's Place plc - Major Products and Services......................................................................................................................... 7
       St. James's Place plc - History ........................................................................................................................................................... 8
       St. James's Place plc - Company Statement...................................................................................................................................... 9
       St. James's Place plc - Locations And Subsidiaries ......................................................................................................................... 10
          Head Office ................................................................................................................................................................................... 10
          Other Locations & Subsidiaries ..................................................................................................................................................... 10
       Section 2 – Company Analysis ......................................................................................................................................................... 12
       St. James's Place plc - Business Description ................................................................................................................................... 12
       St. James's Place plc - SWOT Analysis ........................................................................................................................................... 13
          SWOT Analysis - Overview........................................................................................................................................................... 13
          St. James's Place plc - Strengths ................................................................................................................................................. 13
             Strength - Proprietary Distribution Model .................................................................................................................................. 13
             Strength - Distinct Investment Management Approach ............................................................................................................. 13
             Strength - Business Growth ...................................................................................................................................................... 13
          St. James's Place plc - Weaknesses ............................................................................................................................................ 13
             Weakness - Limited Concentration on International Markets .................................................................................................... 13
          St. James's Place plc - Opportunities ........................................................................................................................................... 14
             Opportunity - Positive Outlook for Global Wealth Market .......................................................................................................... 14
             Opportunity - Fund Management Initiatives............................................................................................................................... 14
          St. James's Place plc - Threats..................................................................................................................................................... 14
             Threat - Competition.................................................................................................................................................................. 14
             Threat - UK Bank Levy .............................................................................................................................................................. 14
             Threat - Low Interest Rate Environment.................................................................................................................................... 15
       St. James's Place plc - Key Competitors .......................................................................................................................................... 16
       Section 3 – Company Financial Ratios ............................................................................................................................................. 17
       Financial Ratios - Capital Market Ratios........................................................................................................................................... 17
       Financial Ratios - 
								
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