• St James’s Place published a Q&A transcript for its H1 2026 results call, attended by analysts from Citi, UBS, Deutsche Numis, Bank of America, RBC, BNP Paribas, KBW, Redburn.
• CEO Mark FitzPatrick put adviser retention at 90% versus 91% in 2025, citing experienced lateral hires and higher Academy graduations.
• FitzPatrick said advisers retain about 80% of advice fees; CFO Caroline Waddingon said this includes initial and ongoing fees plus allowances.
• FitzPatrick said client FUM retention averages about 50% when an adviser leaves; when a multi-adviser practice exits, at least 50% of advisers are retained.
• Management reported £2.7 billion net inflows, £240.8 billion FUM, 95.4% retention rate; H2 profit seen higher year-on-year if markets are “normal”.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. St James's Place Group plc published the original content used to generate this news brief on July 31, 2026, and is solely responsible for the information contained therein.