PEOPLE MOVES: St James’s Place, Quilter, Newton IM, Ortec Finance, M&G, Morningstar
Former Schroders head of UK moves to SJP
St James’s Place
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James Rainbow joins St James’s Place Wealth Management as CEO
Rainbow previously headed up UK distribution at Schroders
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Analysis: Are springs of hope emerging for UK equities?
After last week’s Spring Statement, is the case for holding the unloved asset class improving?
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SJP switches to multi-manager approach on Global Smaller Companies fund
Adds six new external managers as part of the change in approach
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Spot the Dog: Number of underperforming mega funds on the rise
A total of 15 funds worth over £1bn each accounted for 59.6% of the assets of all funds that underperformed over the past three years
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SJP partners with Dynamic Planner on client risk profiling
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff
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SJP’s Justin Onuekwusi: Fishing for fat tails
The CIO looks at how investors can navigate an investment environment of extremes as new governments globally get to work
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St James’s Place sees £4.3bn of net inflows amid ‘successful year’
Gross inflows stood at £18.4bn, compared with £15.4bn in 2023
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‘Strap in’: Trump returns to questions on tariffs and inflation
Trump returns for second term in the White House
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SJP equity fund aligns with SDR Sustainability Focus label
The external fund manager will also change, with Schroders taking over as the fund’s sole manager
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Quilter adds three financial planners to network with ‘many more’ on the way
Cheshire-based Efinity Wealth among the new appointed representatives
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UK economy contracts 0.1% in October
Falling below expectations of a modest 0.1% increase, according to the ONS