St. James’s Place is the biggest writer of business across the whole tax-advantaged market. In this episode, we get Luke Barnett on to discuss how St. James’s Place selects individual products and how that translates into panel building.
Luke gives great insights into how the company looks at individual products and how it weighs up the different strategies, how it looks at teams and track records. We also discuss fees and how to look at them.
When it comes to panel building, St. James’s Place has a relatively straightforward strategy. But the current environment is bringing additional challenges and we talk about the strong demand for VCTs and how the company manages a panel when offers close so quickly.
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St. James’s Place Wealth Management https://www.sjp.co.uk/
Bad Blood by John Carreyrou
Luke Barnett is the Head of Tax-Advantaged Strategies at St James’s Place, and oversees the company’s panel of products in the tax-advantaged market. He recently joined from MJ Hudson where he covered the same space and oversaw the manager research and due diligence process across EIS, VCT and BR products.
Disclaimer
Please note this podcast/interview does not constitute a financial promotion and is provided for informational purposes and should not be construed as an invitation or offer to buy or sell any investments. Please be aware that investments into unquoted companies are high risk, long term and illiquid investments. Your capital is at risk. Past performance is not a reliable indicator of future performance. Target returns are not guaranteed and forward looking statements are illustrative only and must not be relied upon. Investors should only invest on the basis of reading the full offer documentation. Listeners must make their own independent decisions and obtain their own independent advice regarding any information, projects, securities, tax treatment or financial instruments mentioned herein.
