Hong Kong and Singapore investors unprepared for retirement
As 64% say they lack understanding about how to manage the wealth transfer effectively
SJP
-
-
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
-
Vulnerable advice clients ‘slipping through the cracks’
Just 32% of advisers have put specific practices in place to help these customers
-
PEOPLE MOVES: Edmond de Rothschild, Bravura, AJ Bell
Financial services giant makes c-suite change, as wealth tech solution provider names CEO
-
Brits under-45 ignored by financial advisers
Focus on AuM and mismatch on client needs favouring older generations
-
SJP partners with legal trade body
To provide financial advice to its members
-
PEOPLE MOVES: FNZ, IWP, Skybound WM
Wealth tech giant names CEO of UK and South Africa, as advice group hires CFO
-
SJP partner firm acquires Scottish advice business
It is the company’s second deal in three years
-
St James’s Place partner firm eyes Scotland expansion
As it believes Highlands are a ‘massive untapped opportunity’ in the advice sector
-
£2.9bn of net inflows help SJP stay above the £150bn FUM mark
Even as tough market conditions weigh on assets
-
SJP rolls out tools to help vulnerable clients
‘Increasing regulatory pressure’ has made it more important advisers have access to resources
-
St James’s Place partner firms merge
Owner of one of the businesses to retire after the deal