PEOPLE MOVES: Credit Suisse, Openwork, SJP
Shock departure at Swiss banking giant, while advisory network makes c-suite hire
St James’s Place
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Now is the time to tackle pension issues
Advisers and clients have had to deal with ‘too much chopping and changing’
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St James’s Place overhauls pay and perks
In a bid to encourage the ‘right behaviours’ from advisers
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Helena Morrissey knocks SJP charges weeks after joining board
‘I have not met anybody yet who can completely clearly articulate how it works in a sentence’
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St James’s Place pulls plug on Irish acquisition
Halting SJP’s planned DFM roll-out on the Emerald Isle
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Dealing with decumulation complexities
Challenging enough in the UK, it becomes even more complicated when retiring overseas
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Newly established SJP partner firm opens in Scotland
Business will ‘strive to remove the jargon and overwhelming nature’ attached to industry
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PEOPLE MOVES: St James’s Place, Vanguard, HSBC Gam
CIO role changes hands at SJP, while Vanguard Asia head exits firm and HSBC promotes trio
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St James’s Place pursues Hong Kong growth
Saying its only real competition is the ‘residential property market’
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St James’s Place acquires Scottish advice firm
Deal a ‘natural next step in the continuation of a long-standing and successful business relationship’
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PEOPLE MOVES: Franklin Templeton, St James’s Place, EFG
CEO change at global asset manager, while former LGIM head of personal investing joins wealth firm
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SJP rolls out financial education portal for under 30s
As 36% said they are already concerned they won’t have enough money to fund their retirement