SJP

FUM up £2.4bn

St James’s Place has reported a rise in pre-tax profits of 42% in 2022, but this year the advice firm plans changes to how it operates to comply with the incoming Consumer Duty rules.

Comes from St James's Place

Replaced by Tom Beal

To 830,000 customers

Just over a year in role

EM equity shift to multi-manager

Current CEO Kavanagh to become chairman

Global equity struggles

Q4 Boring Money Fund Investor Tracker