Tied wealth manager St James’s Place has sent its advisers guidance on how best to describe its restricted service.
In an extensive Retail Distribution Review (RDR) briefing note seen by Investment Week's sister title IFAonline, the firm - the UK's largest adviser with £32.8bn of assets under management - tells advisers...
Acquired platform from AXA UK
Replaced by chief revenue officer Martin Stead
Nearly 18 years at the firm
Acquisition will add £12bn assets
Big plans for EMEA region