Privilege Club Offers: Private Finance

St. James’s Place Offers Exclusive Privilege for British Chamber Shanghai Members

St. James’s Place Wealth Management would like to offer all British passport holders residing in China an exclusive privilege for being a member of the British Chamber of Commerce Shanghai.

Our services are extended to UK citizens living in China. It is important that British expatriates receive appropriate UK and international tax guidance and ensure that they have a Will and Guardianship provisions in place to protect their family whilst they reside in China.

Through our network of trusted business partners, we are happy to provide all British Passport holders with an exclusive offer and members can benefit from:

A discount of RMB1,000 for either their UK tax return or the cost of setting up an International Will recognised in China.

Interested in finding out more? Please email and one of our experienced team will contact you.

Who is St. James’s Place? St. James’s Place is a sustaining member of the British Chamber of Commerce Shanghai, a FTSE 100 company and one of the largest wealth management companies serving the needs of the international community in Asia with over £89.91bn of client funds under management. We have over 25 years of experience with offices in China (Shanghai, Beijing, Shenzhen), Hong Kong and Singapore as well as throughout the UK and are now represented by over 3,660 qualified advisers across our Partnership, globally.

Note: This promotion is only available to British passport holders, who are members of the British Chamber of Commerce in Shanghai and will involve a referral to a specialist service, whose advice is separate and distinct to those offered by St. James’s Place.

Members of the St. James’s Place Partnership in Shanghai, Beijing and Shenzhen represent St. James’s Place (Shanghai) Limited, St. James’s Place (Shanghai) Limited Beijing Branch and St. James’s Place (Shanghai) Limited Shenzhen Branch, which are part of the St. James’s Place Wealth Management Group and are Wholly Foreign Owned Enterprises (WFOEs).

WFOE registration Nos. 91310000566573326L, 91110105MA017YPH7A and 91440300MA5ER5YL82.

St. James’s Place Wealth Management Group plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom.

Registered in England Number 4113955.

Please note that due to local legislation we are unable to offer our financial planning services to nationals of the People’s Republic of China.

The offer is valid until 31 October 2018.

deVere Group Offers Exclusive Financial Health Check for British & Chinese

deVere Group has created the Financial Health Check that offers Chamber members a professional and personal financial health check assessment. The health check will include a private one to one meeting with an Independent Financial Adviser based in Shanghai.

For British expatriate, the session will include an assessment of your unique current situation and an explanation of ways you can potentially optimise your future financial strategy in terms of maximising your personal wealth and ensuring that you take full advantage of the advantageous tax saving opportunities that are open to you as a British expatriate.

As a special additional service to Chamber members, the adviser will ensure UK State Pension benefits are assessed and potentially optimised. A pension benefits search may also be undertaken to unearth frozen or at risk accumulated benefits.

For Chinese national, the company would be able to provide an overseas real estate overview session. UK cities, particularly in the so-called ‘Northern Powerhouse’, that is Manchester, Birmingham and Liverpool, that have become very popular locations for buy to let apartments as they generate rental yields far in excess of those available in Shanghai. A private meeting with an overseas real estate specialist would provide an informative and educational consultancy session. This is far more rewarding than attending a typical group seminar on the subject.

Founded over 15 years ago in Hong Kong, the deVere Group has had a presence in China for more-or-less the same amount of time! It’s now grown to include office locations all over the world. It focuses on the financial wellbeing of private individuals providing  truly independent and holistic consultation on opportunities available  globally. It now has over 87,000 clients and over $10 Bn of assets under management. It’s also more recently launched a range of downloadable apps suitable for expats. Learn more about the company by visiting or following them on WeChat “deVere Group”.

Meeting Length: 75~90 mins
Book A Meeting: Phil Morris -
The offer is valid until 31 October 2018.