£2.9bn of net inflows help SJP stay above the £150bn FUM mark
Even as tough market conditions weigh on assets
SJP
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SJP rolls out tools to help vulnerable clients
‘Increasing regulatory pressure’ has made it more important advisers have access to resources
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St James’s Place partner firms merge
Owner of one of the businesses to retire after the deal
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SJP partner firm merges with two financial planning companies
Expansion is ‘testament to the growing demand’ for advice
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PEOPLE MOVES: St James’s Place, Quilter Cheviot, TS&W
Advice firm makes c-suite change, as investment manager bolsters London office
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SJP partner firm sets up shop in Hong Kong
As it merges with seven other St James’s Place businesses in the special administrative region
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SJP partner firm joins forces with accountancy business
To offer financial advice services to its clients
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SJP drops ‘exclusive’ wealth management tag to widen appeal
It ‘is a dated term that places emphasis on the money rather than the client’
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PEOPLE MOVES: St James’s Place, Schroders PW, Lombard Odier
Managing director steps down from wealth firm, as advice business makes c-suite change
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SJP partner firm acquires UK advice company
It is expecting to complete a number of deals in 2022
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SJP develops masters degree programme with UK university
As first 12 financial planners graduate from course
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Half of Hong Kongers and Singaporeans have no financial plan
More education ‘is required to address this wealth imbalance and ensure that no one gets left behind’