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Oct 21, 2025

Strong new business and investment returns…

Written by St. James’s Place

…drive St. James’s Place (SJP) funds under management past £200 billion

SJP has issued an update on new business inflows and funds under management for the three months ended 30 September 2025.

Mark FitzPatrick, Chief Executive Officer, St. James's Place

Mark FitzPatrick, Chief Executive Officer, commented:

“I am pleased to report another strong quarter for new business, which underlines the power of our advice-led business model and the value clients place in the long-term, trusted relationships they have with our advisers. 

Gross inflows for the third quarter were £5.7 billion, up 30% on Q3 2024, reflecting both strong demand for financial advice and high levels of client engagement and activity ahead of the implementation of our new simple, comparable charging structure in late August. High retention of funds under management has driven net inflows to £1.8 billion, up 98%.

Our investment proposition has delivered strong performance on behalf of our clients, with year-to-date returns representing 12% of opening funds under management on an annualised basis. Together with net inflows, this has resulted in record funds under management of £212.4 billion at 30 September 2025, up 12% year-to-date and passing the £200 billion milestone for the first time.”

Highlights from SJP’s quarterly results include: 

  •  Gross inflows of £5.7 billion (2024: £4.4 billion) 
  •  Continued strong retention of client funds at 95.2% annualised (2024: 94.6%) 
  •  Record funds under management of £212.4 billion (31 December 2024: £190.2 billion)

You can view the full press release here.

You can read the cover from Money Marketing here and from CityWire here

SJP Approved 07/01/2026

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