St James's Place Reports Record £220bn in Funds Under Management for 2025
St James's Place (SJP) reported a 16% increase in funds under management (FUM) for 2025, reaching £220bn. New client investments rose to £21.9bn, up from £18.4bn in 2024, with net inflows of £6.2bn, accounting for 3.2% of opening FUM. The firm attributes this growth to strong demand for financial advice and high client engagement, with retention nearly 95%. SJP also provided £640mn in loans to partners and introduced a revised charging structure, eliminating exit fees for many investment bonds and pensions.
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St James's Place (SJP) achieved a record £220bn in funds under management (FUM) in 2025, a 16% increase compared to the previous year. The firm attracted £21.9bn in new client investments, up from £18.4bn in 2024, with net inflows of £6.2bn, representing 3.2% of opening FUM.
Retention rates remained close to 95%. SJP issued £640mn in loans to partners, a rise from £557mn in 2024, primarily for business transitions involving retiring partners. The firm also rolled out a revised charging structure, eliminating exit fees for most new investment products. Looking to 2026, SJP plans to enhance automation and foster a performance-focused culture.
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