SJP value assessment leaves questions over whether it has addressed FCA requirements
Wealth manager creates confusion by using bundled fees to compare its funds to rivals without advice offerings
Sjp
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SJP laments dented profits after ‘frustrating’ FSCS levy hike
Wealth manager had anticipated fees would rise moderately but instead they soared 72%
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SJP remains mum on debt plans as Fitch initiates credit rating
Covid-19 or a weakening market position are the biggest risks to downgrade for the new rating
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SJP flags RWC and Majedie mandates for poor performance in debut value assessment
SJP Equity Income and UK Growth among the five funds placed on wealth manager’s ‘watchlist’
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SJP bets on value as it dumps Global Equity Income manager and overhauls strategy
CIO Tom Beal describes value as ‘one of the most established and successful ways of investing in equities’
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Ex-SJP man launches IFA referral service
‘We want to be represented as referral generators as opposed to lead generators’
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SJP continues to bounce back from Covid assets hit with £670m May inflows
In Q1 wealth manager’s assets fell from £117bn to £101.7bn
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SJP director claims new ESG framework would have filtered out Woodford
Rob Gardner says Woodford was ‘one of the worst-rated managers’ on SJP’s internal ratings system
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SJP refuses to compensate investors who lost £1.4m on rogue adviser punt
Philip Cox used company emails and letter headed paper to sway investors to pour cash into a start-up that went bust last year
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Segregated mandates fail to save SJP and Omnis from Woodford hit
Portfolio Adviser examines how intermediaries that stuck by Woodford until suspension have fared
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SJP delivers strong inflows amid coronavirus in first monthly update
‘Retention of client investments was particularly strong during the month’
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SJP’s focus on carbon for passive range deemed ‘odd’
But excluding oil, autos, conventional power and airlines would lead to higher tracking error
