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The Markets
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Financial Services

St James’s Place nets upgrade, shares bounce higher

FTSE 250-listed wealth manager St James's Place PLC (LSE:STJ) added 4% to its share price on Friday, aligning with a share rating upgrade from Deutsche Bank.

“We have identified new information and produced some further analysis which we believe is relevant to both the ongoing advice issue and the new charging structure,” said Deutsche analyst David McCann.

SJP is facing hundreds of millions of pounds in potential compensation claims arising from a lack of transparency in its fee structure.

Having assessed complaints data, Deutsche said the issue “should be well contained to the existing (£426 million) provision”.

Analysts added: “In addition, Citywire recently published some incremental information on the new initial charge tiers.

“Whilst this was not comprehensive… we were encouraged that the new information suggests client charges could be lower than the high-level guidance from Oct-23 suggested.

“Despite this, we think SJP can maintain shareholder margin guidance and with minimal impact on adviser pay.”

SJP’s ditching of Impax Asset Management (AIM:IPX)’s £5.2 billion ESG mandate has likely contributed to today’s buoyant share price.

Deutsche upgraded SJP to a 'buy', with the share price target upgraded from 775p to 1,150p.

Shares were last seen changing hands for 923.25p.

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