Two thirds (63%) of retail investors would consider changing adviser because they are unhappy about the ESG focus from their wealth managers, according to new research.

Nicola Crosbie of Moran Wealth Management in Scotland has been named as St James’s Place’s 2021 Chartered Financial Planner of the Year. 

Wealth manager St James’s Place has revamped its brand and logo today, dropping the words ‘wealth management’ from the title.

The managing director of partnership at wealth manager St James’s Place, Ian Gascoigne, is to retire from the board and as a director on 31 March.