St James’s Place (SJP) is making progress on its review of historic client servicing records and said its simplified charging structure should be in place this summer.
In a Q1 update released this morning (24 April), the advice giant said it was making progress on its three key projects – the historic advice review, its charging overhaul and its cost and efficiency drive. The advice business said it had made a strong start to the year despite economic headwinds. Funds under management (FUM) were affected in the first quarter as global market volatility brought the total just over £188bn, according to an update released this morning (24 April). However, this was up on 2024 when it stood at £179 bn. The advice giant said the quarter had seen £51.bn...
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