St James’s Place
Clients want more from their advisers
Annual reviews and quarterly communications will not make the cut anymore
Ex-pro wants to be ‘go-to financial adviser’ for footballers
SJP graduate says people ‘try and take advantage’ and ‘target’ stars because of how much they earn
Investors net £30m in savings from value assessments
More than 320,000 retail customers switched into cheaper share classes after FCA crackdown
SJP adds 39 partner firms during lockdown
Former footballer one of the graduates to launch own business
Hong Kong and Singapore investors turn backs on robo-advisers
Over 90% said that receiving face-to-face financial advice is ‘important’ to them