PEOPLE MOVES: SJP, Square Mile, RLAM, Aviva Investors, HSBC
Kunal Oak joins SJP
St James’s Place
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SJP hires former Aviva man as director of investment products
Kunal Oak joins with 22 years of experience
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St James’s Place sees net inflows shrink while FUM grows in Q1 2024
Inflows fell by 64% compared with Q1 2023 as outflows remained ‘elevated’
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The diversification dilemma: Is 60/40 dead?
SJP’s CIO Justin Onuekwusi questions if the traditional balanced approach to investing is nuanced enough to build robust portfolios
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St James’s Place updates asset allocations amid ‘soft landing’ base case
Confidence in global high yield and global EM equities lowered
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PEOPLE MOVES: Schroders, St James’s Place, Newton IM
Schroders head of UK wealth to exit
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SJP adds to CIO office with hire from Cazenove Capital
Corinne Lord joins the wealth manager
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St James’s Place share price falls over 30% following full-year results
Citi and JP Morgan Cazenove react to dividend cuts and provisions
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SJP’s Dr Sarah Ruggins on Magnificent Seven ‘FOMO’ and the ‘wild ride’ from theory to practice
The head of multi-asset research discusses her experience of putting academia into practice in financial services
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St James’s Place net inflows halve as Jefferies lists stock as ‘buy’
New CEO Mark FitzPatrick will review ‘all elements of the business’ as he plans for 2030
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Seven out of ten Brits do not include digital legacy in their wills
As half of clients still have not connected a family member to their financial services
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44% of Gen-Zs believe social media provides worthy financial advice
Should the advisory industry utilise social media to educate Gen-Z investors?