St James Place is the biggest writer of business in across the whole tax advantaged market. In this episode we get Luke Barnett on to discuss how they select individual products and how that translates into panel building.

Luke gives great insights into how they look at individual products and how they weight up the different strategies, how they look at teams and track records. We also discuss fees and how to look at them.

When it comes to panel building, St James 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 they manage a panel when offers close so quickly.

St James Place Wealth Management website: https://www.sjp.co.uk/

Suggested book:

Bad Blood by John Carreyrou

Bio

Luke Barnett

Head of Tax Advantaged Strategies, St. James Place Wealth Management

Luke is the Head of Tax Advantaged Strategies at St James’s Place, and oversees the firms 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.