St. James's Place (STJ) Investor presentation summary

Market leadership and growth

• Holds a 10% share of the £2 trillion advised wealth market, serving over 20% of UK adults who receive advice.

• UK wealth management market expected to grow at 6% CAGR to 2030, providing significant expansion opportunities.

• Largest professional adviser community in the UK, with nearly 5,000 advisers serving over 1 million clients.

• Consistent net inflows and high client retention, even through challenging cycles.

Business model and strategy

• Operates a capital-light, asset-gathering model enabling sustainable growth and reinvestment.

• Focuses on delivering great client outcomes through integrated financial advice and investment management.

• Strategic priorities include simplifying operations, enhancing client propositions, and empowering advisers.

• Ambition to double adjusted IFRS profits between 2023 and 2030, with mid-to-high single-digit annual FUM growth.

Financial performance and shareholder returns

• Funds under management have grown at over 10% p.a. compound over 5, 10, and 15 years.

• H1 2026 adjusted IFRS profit after tax was £224.4m, with a 6.00p interim dividend per share.

• Board intends to return 70% of adjusted IFRS profit after tax to shareholders, split between dividends and buy-backs.

• High cash generation supports ongoing investment and value creation.