When operating within a challenging environment, such as the financial markets, success in pursuit of your priorities and objectives is determined by making the right decisions, therefore the correct choice of wealth manager is imperative. With this in mind, Pegasus Private Wealth sought to align itself with a provider capable of both underpinning our own principles of service, and providing access to world-class industry talent and resources by which to serve our clients’ needs. Choosing the award-winning SJP Partnership, our clients benefit from:

1. The autonomy it grants Pegasus Private Wealth

St. James's Place provides a robust infrastructure to ensure we are fully compliant and execute our role to the highest regulatory standards. Thus, giving us the time to focus on delivering the best possible client outcomes, shaped by our own brand ethos.

2. The rich heritage of St. James's Place

St. James's Place was established in 1991, by influential financiers Sir Mark Weinberg, Mike Wilson CBE and Lord Rothchild. Since its inception, SJP has become a FTSE listed company, and industry leader; with over £200 billion of funds under management, more than 1 million clients across the Partnership and a client retention rate of over 90%, becoming one of the largest providers in the UK of wealth management services.* This alignment provides Pegasus Private Wealth and our clients with the peace of mind we are backed by a strong and secure provider, with scope to access the extensive resources and expertise at the forefront of financial development and regulation, whilst not compromising on personal service, vital for complex wealth management needs and highly tailored advice.

*Data correct as at 31/03/2026.

3. The St. James's Place Advice Guarantee

The security and enhancement of your financial future depends on our advice, so it’s vital we get it right. Our recommendations are founded on exploration and assessment of all available options, in the pursuit of providing best advice; we do not simply order take. Our recommendations are rigorously tested via central checks, and for added reassurance, 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.

More information available at www.sjp.co.uk/products.

4. The Distinctive Investment Management Approach

A successful investment strategy is fundamental for helping to ensure your long-term financial goals are met. Working with Pegasus Private Wealth gives you exclusive access to the distinguished St. James's Place Investment Management Approach.

St. James's Place recognised no single investment house has a monopoly on investment expertise, and the investment landscape is one of constant change. So, unlike other financial services companies, does not employ in-house fund managers. Instead, the SJP Committee, assisted by a panel of independent consultancies, selects, monitors, and changes (as necessary) consulting fund managers, in pursuit of best possible client outcomes.

This provides our clients with:

• A proactive investment committee, that provides access to elite managers from the global investment market, with no charges or tax implications being incurred by clients where changes are implemented.
• Real opportunity to diversify investments across managers and investment styles and extend influence over fund houses’ own strategy regarding pertinent global concerns.