Family wealth 'at risk' for next generation - SJP

Families failing to engage their younger members on Financial Planning estate planning issues will face increasing risks, a senior executive at wealth manager St. James’s Place has warned. 

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SJP first half gross inflows pass £9bn

Wealth manager St James’s Place has seen gross inflows of £9.2bn (H1 2020: £7.3bn) for the first half of the year.

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SJP among CII Public Trust Award winners 

The Chartered Insurance Institute has revealed the winners of its Public Trust Awards at a virtual ceremony hosted by CII President Julie Page this week.

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Editor’s Column: Why care is king for older clients

Clients are getting older, on average. It’s an inescapable fact that I was reminded of this week with the launch by St James’s Place of its Care Concierge service, aimed particularly at clients over-80.

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