---
title: "St James's Place posts transcript of 2026 half-year results Q&A"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294791195.md"
description: "St James's Place released the Q&A transcript for its H1 2026 results. CEO Mark FitzPatrick reported adviser retention at 90%, with clients retaining about 50% of fees upon adviser departure. The company recorded £2.7 billion in net inflows and a £240.8 billion Fund Under Management (FUM). Management expects higher H2 profits if market conditions remain normal."
datetime: "2026-08-04T08:37:08.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294791195.md)
  - [en](https://longbridge.com/en/news/294791195.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294791195.md)
generator: "portal-rs"
---

# St James's Place posts transcript of 2026 half-year results Q&A

-   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. © Copyright 2026 - Public Technologies (PUBT) Original Document: here

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**