From semi-professional rugby to financial advice
IA speaks with one of the first graduates of the St James’s Place academy
SJP
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SJP partner firm buys Scottish financial planning company
It hopes to complete a ‘series of deals’ in the coming months
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St James’s Place to launch mobile app
Wealth industry ‘has perhaps not been at the leading front edge of tech’
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Hong Kong and Singapore investors unprepared for retirement
As 64% say they lack understanding about how to manage the wealth transfer effectively
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Boutique favourites among £10.7bn ‘dog’ funds in Bestinvest report
Previous ‘pawful’ performers from Invesco and SJP redeem themselves in latest edition of Spot the Dog
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Vulnerable advice clients ‘slipping through the cracks’
Just 32% of advisers have put specific practices in place to help these customers
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PEOPLE MOVES: Edmond de Rothschild, Bravura, AJ Bell
Financial services giant makes c-suite change, as wealth tech solution provider names CEO
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Brits under-45 ignored by financial advisers
Focus on AuM and mismatch on client needs favouring older generations
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SJP partners with legal trade body
To provide financial advice to its members
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PEOPLE MOVES: FNZ, IWP, Skybound WM
Wealth tech giant names CEO of UK and South Africa, as advice group hires CFO
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SJP partner firm acquires Scottish advice business
It is the company’s second deal in three years
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St James’s Place partner firm eyes Scotland expansion
As it believes Highlands are a ‘massive untapped opportunity’ in the advice sector