St James’s Place net inflows halve as Jefferies lists stock as ‘buy’
New CEO Mark FitzPatrick will review ‘all elements of the business’ as he plans for 2030
St James’s Place
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Seven out of ten Brits do not include digital legacy in their wills
As half of clients still have not connected a family member to their financial services
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44% of Gen-Zs believe social media provides worthy financial advice
Should the advisory industry utilise social media to educate Gen-Z investors?
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St James’s Place to overhaul charging structures amid ‘robust’ quarterly results
Changes will reduce the firm’s underlying cash result ‘over the next few years’
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People Moves: SJP, HSBC, Quilter Cheviot
Investment manager hires chief investment officer, as wealth manager makes five hires
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St James’s Place set for UAE licence
Firm has received in-principle approval to open an office in the Dubai International Financial Centre
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SJP to shed 200 jobs and scale down Asian adviser recruitment
As it targets £200bn funds under management by 2025
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Jupiter funds in dog house after Merian acquisition
It has jumped to second place from ninth in Bestinvest’s rankings
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Social media ‘influencers’ are an untapped client pool
‘People aren’t taking them seriously’ and ‘do not understand the income that they can achieve’
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Why I became a financial adviser…
Emily Man worked in the arts before becoming an associate partner at St James’s Place
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SJP ‘paused’ intake of students to academy last year
As the firm reports 11% increase in funds under management
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SJP partners with financial services training firm
To help with learning solutions across the group, including its academy