Companies
St James’s Place reports 12% FUM jump to £191bn for 2024
Gross inflows were 18% up during the year to £18.41bn
Overseas Trust & Pension partners with FEIFA
The relationship with FEIFA will be headed up by Rex Cowley, a director at OTAP
Progeny Group names new CEO as founder Neil Moles takes non-exec role
Tom Wood is to be the new group CEO and Bobby Ndawula will be group CFO
Evelyn Partners sells fund solutions business to Thesis
The deal is expected to complete in the first half of 2025
Best Practice | 27 Jan 25
Belmayne achieves CISI chartered firm status
Belmayne is a family-oriented financial planning firm based in Dronfield, England