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SJP boots Axa off managing £3bn fund

St James’s Place is replacing Axa Investment Management as the manager of its £3bn Balanced Managed Unit Trust after 11 years. The UK wealth manager has picked US-based investment managers GMO and Jennison Associates as co-managers of the fund starting their mandate over next summer. GMO’s long-standing fund manager Ben Inker will run 80 per cent […]

Responsibility Matters

The latest issue of our quarterly responsible investment review, Responsibility Matters, is now available. Our review aims to highlight the issues and news items that are currently prominent within this investment sector. This issue includes a look at how we promote the aims of the Sustainable Development Goals. Read the review here Past performance is […]

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FOS rules against adviser over pension transfer to access DFM

The Financial Ombudsman Service has told an adviser to compensate a client who transferred their pension to access a discretionary fund manager when they did not need to. In the case, Mr J complains Curo Advisers told him to transfer to a new pension plan to access services from a DFM but then found out […]

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