SJP laments dented profits after ‘frustrating’ FSCS levy hike
Wealth manager had anticipated fees would rise moderately but instead they soared 72%
Wealth manager had anticipated fees would rise moderately but instead they soared 72%
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Covid-19 or a weakening market position are the biggest risks to downgrade for the new rating
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SJP Equity Income and UK Growth among the five funds placed on wealth manager’s ‘watchlist’
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CIO Tom Beal describes value as ‘one of the most established and successful ways of investing in equities’
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‘We want to be represented as referral generators as opposed to lead generators’
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In Q1 wealth manager’s assets fell from £117bn to £101.7bn
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Rob Gardner says Woodford was ‘one of the worst-rated managers’ on SJP’s internal ratings system
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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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Portfolio Adviser examines how intermediaries that stuck by Woodford until suspension have fared
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‘Retention of client investments was particularly strong during the month’
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But excluding oil, autos, conventional power and airlines would lead to higher tracking error
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FTSE 100 wealth manager’s FUM topples from £117bn to £101.7bn as pandemic rocks markets
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