Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

SJP compliance officer quits to set up advice firm

SJP compliance officer quits to set up advice firm

A compliance officer from St James’s Place (SJP) is leaving to set up his own advice firm.

Bristol-based Alex Alton, who has been at SJP since August 2014 and has eight years’ experience in the financial services industry, registered a company called Alton Wealth Management on 25th July, according to Companies House filings.

Writing on LinkedIn, Alton described the move as ‘one of the biggest decisions of my life’ and said the company, which will be based in Weston-Super-Mare, will offer ‘full financial advice’.

He added: ‘I will be spending the coming months building my professional network and laying the foundations for a successful launch.’

Before joining SJP, Alton was a personal banking advisor and a relationship manager at Santander in Weston-Super-Mare.

SJP upped its number of advisers by 3.7% in the first half of this year to a total of 3,540.

But the firm lost its senior partnership development manager Mark Tootill to Standard Life's restricted advice firm 1825 last month.

 

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Liontrust ESG head says sustainable investment doesn't mean low return

Liontrust ESG head says sustainable investment doesn't mean low return

Peter Michaelis talks about ethical investment growth and where he sees future opportunites.

Play Are platforms the biggest barrier to wealth manager ETF take-up?

Are platforms the biggest barrier to wealth manager ETF take-up?

Citywire hosted a roundtable discussion to find out how and if wealth managers are using ETFs in their clients' portfolios and the challenges they face trading through different platforms.

Play SVM's Veitch on what's next for banks

SVM's Veitch on what's next for banks

SVM fund manager Neil Veitch is finding value in what he describes as unstable financials and talks through his favourite small caps.

Read More
Your Business: Cover Star Club

Profile: UBS' robo boss on what his tween can teach the industry

Profile: UBS' robo boss on what his tween can teach the industry

Co-head of UBS SmartWealth Shane Williams explains the simple life lessons missed by the first wave of robo pioneers

Wealth Manager on Twitter