Our Portfolios

How Do Berkeley Square Associates Portfolios Compare to Market Leaders?

St James Place

Below assessed as of Dec 2020

St James’s Place was established in 1991 by Sir Mark Weinberg, Mike Wilson CBE and Lord Rothschild 
and has since expanded to become one of the biggest advice firms in the UK.

Legal & General

Below assessed as of Dec 2020

Legal & General is divided into six segments, which are focused on protection, retirement, solutions, savings and 
investment management. Is the 10th largest investment management firm in the world by Assets Under Management.

Old Mutual

Below assessed as of Dec 2020

Old Mutual is an international investment, savings, insurance and banking group.
Originally established in 1845 in South Africa but now spans several countries across the globe.

Royal London

Below assessed as of Dec 2020

Royal London is the largest mutual life, pensions and investment company in the UK.
They were founded in 1861 as a friendly society, but now provides pensions, protection and more recently a WRAP platform.

Vanguard

Below assessed as of Dec 2020

Vanguard is one of the world’s largest investment companies, offering a large selection of low-cost mutual funds, 
ETFs, advice, and related services. They began operations in 1975 and span 170 countries but are based in the US.

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