SJP

Cross-border rules create a plethora of pitfalls

Retention rate of 95.3%

Released £109.5m this year

Quilter Financial Planning adds the most advisers

Sell off this week labelled ‘bonkers’

Wealth managers’ share prices sink after reveal from US-based Altruist Corp

Funds under management up 16% since 2024

Healthcare, energy and EM preferred

'The key is correctly identifying each category and modelling the two methods side by side'

‘It doesn't take much of an error in those figures to have no benefit whatsoever’