JPMAM and BNY Mellon in the doghouse for underperforming equity income giants
£3.9bn JPM US Equity Income fund named and shamed in Spot the Dog alongside Nick Clay’s former £3.5bn global income vehicle
£3.9bn JPM US Equity Income fund named and shamed in Spot the Dog alongside Nick Clay’s former £3.5bn global income vehicle
‘Wealth management is a dated term that places emphasis on the money rather than the client’
FUM rose 20% despite redemptions from Rowan Dartington and Asia business
Australian star fund manager Hamish Douglass had been running several mandates for the wealth manager
Fund to swap benchmark, have higher proportion of actively managed assets and target lower carbon footprint
‘The thought of learning via interactions in a virtual world leaves me feeling cold and craving human interaction’
Morrissey left FTSE 100 wealth manager after brief stint to chair AJ Bell
AJ Bell assets hit £72.8bn while SJP’s touch £148bn
Fund group now runs £10.4bn of strategies for UK wealth manager
Invesco sees number of laggards drop from 11 to three amid sweeping manager changes
Ex-European judo champion set up her own SJP partner practice in her 50s
FTSE 100 wealth manager targeting £200bn in FUM by end of 2025