Position
Director
Index
Power List
Location
London
Sector Focus
Financial Services
Wealth Management & Private Banking
Alexandra Loydon
Spear’s Review
Wealth management firm St. James’s Place emphasises its ‘focus on achieving and maintaining a thorough understanding of [clients’] financial needs and aspirations’. This strong client-focused ethos, which is carried across the firm, has resulted in an impressive 95 per cent funds under management retention rate and more than £168 billion in funds under management as of end-2023.
Alexandra Loydon, private client director, works with the firm’s partner practices to support HNW clients. Starting her career as a solicitor and tax lawyer, she shifted to wealth management. Her specialities include financial planning, investment strategies, family succession planning and business succession.
Loydon is also ‘passionate about raising financial awareness amongst 18-to-30-year-olds’ in an effort to promote financial well-being in overlooked sectors.
Rank: Notable
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Notable 2024, Power List
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Divorce Consultancy & Support Services
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