SJP assets stay above £150bn mark amid tough market conditions
Gross inflows of £4.7bn hampered by negative market returns during Q1
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St James’s Place partner firms merge
Owner of one of the businesses is to retire
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SJP partner firm merges with two financial planning companies
Expansion is ‘testament to the growing demand’ for advice
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SJP hands £2.8bn absolute return strategy to Amundi
Italian team will run the sterling-denominated strategy
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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
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SJP seeks to broaden its appeal by dropping ‘exclusive’ wealth management tag
‘Wealth management is a dated term that places emphasis on the money rather than the client’
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SJP assets surge above £150bn in record year
FUM rose 20% despite redemptions from Rowan Dartington and Asia business
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SJP delivers 30% blow to Magellan shares as it yanks £10bn worth of mandates
Australian star fund manager Hamish Douglass had been running several mandates for the wealth manager
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SJP swaps Blackrock for State Street as it takes £14bn global equity fund green
Fund to swap benchmark, have higher proportion of actively managed assets and target lower carbon footprint
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SJP’s new virtual reality training accused of lacking human touch
‘The thought of learning via interactions in a virtual world leaves me feeling cold and craving human interaction’
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SJP adds non-executive director following Helena Morrissey’s departure
Morrissey left FTSE 100 wealth manager after brief stint to chair AJ Bell
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AJ Bell and SJP post double-digit jump in assets
AJ Bell assets hit £72.8bn while SJP’s touch £148bn