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St James’s Place

Four tips for end of year tax planning

Tax & Regulation | 8 Feb 17

Four tips for end of year tax planning

As the UK approaches the end of another tax year, Tony Müdd, divisional director for development and technical consultancy at St James’s Place, talks through how to make the most of all the allowances and exemptions available.

Asia | 31 Jan 17

SJP to launch Rowan Dartington in Asia by end of June

St James’s Place is set to roll out services from discretionary fund manager Rowan Dartington across its Asian operations during the first half of this year, according to Mike Gravestock, international partnership director.

SJP faces backlash for escaping 1% exit charge on pensions

Best Practice | 16 Jan 17

SJP faces backlash for escaping 1% exit charge on pensions

St James’s Place, one of Britain’s biggest wealth managers, has come under fire over claims it will not be caught by an incoming cap on exit charges.

St James’ Place doubles adviser numbers in Asia

Asia | 30 Nov 16

St James’ Place doubles adviser numbers in Asia

St James’s Place has expanded its presence in Asia as it moves from servicing expats and looks to target the region’s high net-worth individuals (HNWIs), said Mike Gravestock, partnership director for Asia and international.

Nearly 40% of Britons looking at a career in financial advice

Best Practice | 28 Nov 16

Nearly 40% of Britons looking at a career in financial advice

Almost two fifths (38%) of British workers are interested in a career that enables them to give people advice on their investments and finances, according to new research by St. James’s Place Academy.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.