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’
CIO Tom Beal describes value as ‘one of the most established and successful ways of investing in equities’
‘We want to be represented as referral generators as opposed to lead generators’
In Q1 wealth manager’s assets fell from £117bn to £101.7bn
Rob Gardner says Woodford was ‘one of the worst-rated managers’ on SJP’s internal ratings system
Philip Cox used company emails and letter headed paper to sway investors to pour cash into a start-up that went bust last year
Portfolio Adviser examines how intermediaries that stuck by Woodford until suspension have fared
‘Retention of client investments was particularly strong during the month’
But excluding oil, autos, conventional power and airlines would lead to higher tracking error
FTSE 100 wealth manager’s FUM topples from £117bn to £101.7bn as pandemic rocks markets
The key events for UK wealth managers for the week starting 27 April
Andrew Croft’s base salary increased but his total pay packet of £1.5m was less than in 2018
FTSE 100 wealth manager falls among the top five worst offenders on gender pay