St. James's Place
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St. James's Place (STJ) investor relations material

St. James's Place Q3 2026 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2026 TU earnings summary29 Oct, 2026

Executive summary

  • Record closing funds under management (FUM) of £242.44bn at 30 September 2026, supported by £0.57bn of Q3 net inflows and positive investment returns.

  • Q3 gross inflows were £5.15bn, below £5.70bn in Q3 2025; year-to-date (YTD) gross inflows reached £15.62bn.

Financial highlights

  • Q3 net inflows were £0.57bn versus £1.76bn in Q3 2025; closing FUM rose from £212.36bn a year earlier to £242.44bn.

  • 9M net inflows were £3.31bn versus £5.59bn in 9M 2025; net investment returns were £19.12bn versus £16.56bn.

  • 9M gross inflows were £15.62bn versus £16.19bn in 9M 2025; the prior-year period benefited from high activity around the new charging structure.

Outlook and guidance

  • Confidence remains in the long-term UK financial advice opportunity and the ability to capture it; further detail on Amplify, the next strategy phase, is expected at FY results in February.

  • Continued investment is planned in the client proposition and experience, Partnership support, technology and AI to improve productivity and enable sustainable long-term growth.

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Frequently asked questions

St. James's Place plc is a UK-based wealth management company providing financial advice, investment management, and related services to individuals, families, and businesses. The company offers tailored solutions in areas such as retirement planning, tax-efficient investing, inheritance planning, and wealth protection. Its services are delivered through a network of financial advisers known as the St. James's Place Partnership. The company is headquartered in Cirencester, United Kingdom, and its shares are listed on the LSE (London Stock Exchange).