Why choose a Raymond James wealth manager?

When you become our client, your needs and the portfolios we design, based on your objectives drive, everything we do.

The key to delivering a first-class wealth management service lies with identifying your needs and delivering a customised investment solution. At Raymond James, your wealth manager is able to make decisions that are right for you, working with you over the long term to shape solutions for your financial challenges.

How your wealth manager will work with you

How your wealth manager manages their relationship with you depends on how they have chosen to work with us. For wealth managers who work with Raymond James as Employees, Independent Contractors, or Professional Partners the following principles enable them to serve you better:

For those wealth managers whose firm is directly authorised by the FCA, your wealth manager’s firm provides investment management and advice. Raymond James provides the administration platform, including account opening, asset transfers, dealing and settlement services, trading systems, client reporting, research tools and access to the custodian.

Our comprehensive offering takes the administration burden off wealth managers, so that they can do what they do best… provide you with financial advice and investment management that helps you protect and grow your wealth.

>> Learn more about the benefits of using a wealth manager

>> Find a wealth manager

Back to Personal Investing