LONDON; TUESDAY 15 April 2025, 12:00 BST
Raymond James Wealth Management (RJWM) and Charles Stanley & Co. (CSC) today announces that Kim Jenson is appointed interim CEO, subject to regulatory approval, following CEO Paul Abberley stepping down.
Kim will assume immediate responsibility for overseeing the Raymond James UK wealth management business while an external search for a permanent CEO is underway. Peter Moores remains CEO of Raymond James Investment Services (RJIS).
Kim joins from Raymond James Financial, Inc. in the US where she was Chief Operating Officer for Raymond James’ US Private Client Group, a business with over $1.5 trillion in assets under administration that supports more than 1.5 million clients. Kim has relocated to the UK as part of her new role.
She brings with her over 40 years of experience in addition to her eight-year tenure at Raymond James.
Prior to joining Raymond James, Kim Jenson was a managing director in UBS Wealth Management Americas Chicago market, where she was responsible for market leadership, business development, recruitment and risk management. She previously served as the firm’s chief of staff for the CEO and began her career there as a divisional director. Ms. Jenson also spent 15 years at Piper Jaffray (now Piper Sandler) in Minneapolis and was a member of the private client business executive committee.
Sandy Kinney Pritchard, RJWM, CSC and RJIS Board of Directors Chair, said:
“The Board is delighted to be able to call on a leader with Kim’s track record and client-focused leadership as we continue the integration of the two businesses. Kim has a wealth of experience in managing complex business integrations, as well as a deep understanding of Raymond James’ business and a proven track record in delivering for clients.
“Paul has been instrumental in laying the foundation for a successful integration. We are grateful for Paul’s 11 years of significant contribution to Charles Stanley and Raymond James Wealth Management, and his commitment to innovation in client propositions and service provision.”
Raymond James Financial, Inc., Executive Chair, Paul Reilly added:
“Kim’s industry experience and deep knowledge of our business is exceptional, and she has earned a reputation for her client focus, as well as her thoughtful and impactful leadership. Working with the Board and our collective UK leadership team, I am confident in our ability to seize the tremendous potential of the combined Raymond James and Charles Stanley businesses.”
“I am extremely proud of what our leadership team and all our staff have accomplished as we bring together the two firms,” said Paul Abberley. “It is clear that the work will continue in good hands with Kim’s transitional leadership and the strong foundation and team we have in place.”
ENDS
Notes to the Editors
About Raymond James Investment Services Limited (Raymond James)
Raymond James Investment Services has been offering trusted advice and personalised wealth management solutions in the UK since 2001. Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over six decades.
We provide tailored investment management and financial advice to individuals and their families. We also provide investment management services to charities. As part of the core Private Client Group of Raymond James Financial, we benefit from the size and scope of a well-established, profitable and diversified financial services firm.
See raymondjames.uk.com for further information.
Raymond James Investment Services is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Its Registered Office is at Ropemaker Place, 25 Ropemaker Street, London EC2Y 9LY Registered in England and Wales No. 3779657.
About Raymond James Raymond James Ltd., the Canadian arm of Raymond James Financial, Inc.
(NYSE: RJF), is Canada’s largest independent financial services firm, providing comprehensive wealth management and capital markets services to individuals and institutions for 25 years. With C$100 billion in assets under administration, more than 520 independent advisors and 2,000 associates across 170 branches and offices, we are dedicated to putting clients first, thinking long-term, acting with integrity, and valuing independence. Committed to community accountability, we raised $1.5 million for 525 charities in 2025 and have donated over C$13 million since establishing the Raymond James Canada Foundation in 2012. For more information, please visit www.raymondjames.ca.
About Raymond James Wealth Management Group (RJWMG)
RJWMG comprises Raymond James Investment Services and Raymond James Wealth Management. Assets under management and administration (AUMA) of the combined UK wealth management group stands at £50.7bn*. RJWMG is part of the wider Raymond James Group – a US-based international financial services powerhouse with over $1.7 trillion assets under management.
*as at 31 December 2025
