There were very few platforms supporting discretionary investment management and the Raymond James platform is uniquely well set up to support a discretionary investment management offering, since virtually all other platforms are optimised for financial advice.
The most important consideration for us was whether it was the best fit for the service we offer to our clients. For example, safety of the custody arrangements, a trading desk able to execute at all times of the trading day, the ability to pre-fund trades and rebalancing. These are features of Raymond James’ offering that are not generally available from other platforms and are of significant benefit to our clients.
The traders are responsive.
The Operations team gets stuff done quickly and accurately. The day-to-day working experience is excellent. If there’s an issue, we usually deal with the same person until the problem is resolved. For example, I think we have a rapport and a credibility with the Asset Transfers team that helps both of us to get our jobs done.
There is a high level of support from Raymond James’ teams for our business and our client offering. I know the people on the Dealing Desk individually and they know me. The relationship management support is excellent. Taken together, this makes our operations much smoother and the service to the end client far better.
I attend the Raymond James Professional Development Forum every year when I can. I think it’s perhaps the best industry event of the year. The mix of external and internal presentations is very useful and a very good use of my time.
Raymond James consistently delivers on my expectations, year in and year out.
The ability to most effectively manage our clients’ investments on a discretionary basis is incredibly valuable. I really feel the platform stands alone in the level of its offering to directly authorised wealth management firms wishing to use a third-party platform.
At Raymond James we seek to attract and empower wealth managers across our multi-proposition model, enabling you to deliver the best experience possible to your clients.
If you’re a firm authorised by the FCA seeking a platform partner that understands and can support your investment management offering, our Investment Management Platform offers a highly competitive solution with optimal efficiency and control.
Wealth managers that choose to work with Raymond James as an independent contractor enjoy all the rewards of running their own practice alongside the resources of a full-service, global financial services firm.
Unlike employed affiliates, our independent contractors are responsible for choosing their office space, hiring, and management of their teams.
Our employed affiliation option empowers wealth managers to run their own practice while benefiting from the security of employment. Raymond James takes responsibility for managing office space, hiring and HR support, whilst allowing the wealth manager to fully concentrate on clients and developing their practice.
