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Search Investment Week
'Business severely curtailed'
Merger prospectus due in Q2
1.8 million new clients
Expect merger talks conclusion by 4 May
Last set of results pre-UBS ownership
AUM up 20%
Impact of LDI funds
Fee earning AUM jumped 32%
FUM up 3.6%
St James’s Place has reported a rise in pre-tax profits of 42% in 2022, but this year the advice firm plans changes to how it operates to comply with the incoming Consumer Duty rules.