In a quarter than has seen a rebound in equity markets, many wealth managers are reporting stronger business than during the difficult Q4 2018, but they are remaining mindful of the challenges ahead. Here is a round-up of the latest results.
St. James's Place Wealth Management St. James's Place (SJP) reported net inflows of £2.2bn for the first three months of the year, slightly lower than for the same period last year (£2.6bn). The...
Departs in April 2021
Raft of portfolio management changes
Individual holdings breach limits
Ian Jensen-Humphreys joins as portfolio manager
'Reduce stress levels all round'
Six risk-rated, multi-asset portfolios
Fifth of advisers predict mass-exodus
Around half a day difference
Sales down 26% in last five years