SJP partner firm opens office in Cheltenham
As part of its ‘ambitious growth plans’ for 2023
As part of its ‘ambitious growth plans’ for 2023
To help its advisers integrate best practices when dealing with clients
Net inflows of £9.8bn only topped by the £11bn recorded in 2021
It will sponsor 21 schools to help them become Centres of Excellence
It wants to make the process of joining its academy more accessible
Deal sees assets under management exceed £435m
It will complement the firm’s existing suite of decumulation funds
Numbers low even among those who included a financial settlement and women stand to lose out most
But FuM still a long way from the £154bn it had on the books at the start of the year
IA speaks with one of the first graduates of the St James’s Place academy
It hopes to complete a ‘series of deals’ in the coming months
Wealth industry ‘has perhaps not been at the leading front edge of tech’