Fears over IHT and pensions prompt advice demand
Flagstone’s latest poll of UK financial advisers shows an increase in demand for advice from both existing and new clients
St James’s Place
-
-
SJP’s Justin Onuekwusi: Why now is the time to revisit portfolio resilience
The CIO recommends a greater focus on defensive areas and diversified opportunities outside the US
-
PEOPLE MOVES: St James’s Place, Quilter, Newton IM, Ortec Finance, M&G, Morningstar
Former Schroders head of UK moves to SJP
-
James Rainbow joins St James’s Place Wealth Management as CEO
Rainbow previously headed up UK distribution at Schroders
-
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?
-
SJP switches to multi-manager approach on Global Smaller Companies fund
Adds six new external managers as part of the change in approach
-
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
-
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
-
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
-
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
-
‘Strap in’: Trump returns to questions on tariffs and inflation
Trump returns for second term in the White House
-
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