Record Fund Under Management
St. James's Place reported a record GBP 198.5 billion in Fund Under Management (FUM) at the end of June 2025.
Strong Financial Results
The company achieved a 17% growth in the underlying cash result due to increasing new business flows, rising FUM, and effective cost control.
Positive Client Retention
Client retention improved to over 95% during the first half of 2025, attributed to strong client-adviser relationships and the quality of advice offered.
Introduction of Passive Range in Polaris Product
St. James's Place plans to introduce a passive range within the Polaris product, aiming to attract clients interested in passive allocations.
Successful Adviser Academy
The adviser academy continues to attract a significant number of new entrants to the profession, with a focus on diversity and inclusion.