SJP

Wealth management group insists claim is ‘purely speculative’

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'