Wealth manager St James’s Place has partnered with the University of Gloucestershire to launch the UK’s first specialist MBA in Financial Planning.

Nicola Crosbie of Moran Wealth Management in Scotland has been named as St James’s Place’s 2021 Chartered Financial Planner of the Year. 

One of the key roles of a Financial Planner is to assess clients’ appetite for investment risk. Selecting investments is nigh on impossible without this and a major industry has grown up around client risk profiling.

This week wealth manager St James's Place announced the launch of a bold new logo and rebrand but I wonder if the coming changes will go deeper and be even bolder?