Our work with St. James's Place

We’re delighted to announce that we are currently working with St. James’s Place in Asia. The purpose of our collaboration is to assist St. James’s Place advice teams in Hong Kong, Singapore and Shanghai to onboard, advise and look after clients remotely; but in a manner that is very complementary to St. James’s Place’s face-to-face, relationship-focussed client service.

Working with St. James’s Place we will customise their DWS-provided platform with features and integrations that are specific to St. James’s Place’s community of advisers, professionals and clients.

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Integration with DocuSign

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Charles Mardon shortlisted for 'Director of the Year' award