Your Investments

Products and Services

Raymond James believes that choice is crucial in wealth management. Your investment strategies should evolve along with your needs and your lifestyle – and a change in strategy may require alterations to your portfolio.

By offering wealth managers access to a comprehensive selection of products and tools, in addition to robust compliance and supervision services where appropriate, we enable them to meet your individual investment needs. We do not centrally manufacture and promote any proprietary investment products in the UK. Rather, we offer unprecedented access to a broad range of assets and tax wrappers so wealth managers can select the investments right for you on an unbiased basis.

Raymond James seeks to be the first choice for wealth managers and investors by exhibiting superior standards of quality and service, transparent pricing and comprehensive choice.

We offer access to a full range of investments, including:

Raymond James also provides access to a full range of tax wrappers, including:

In addition, Raymond James provides:

Tax Reporting – Annual Consolidated Tax Vouchers reporting any income you have received during the tax year, and Capital Gains Tax Annual Reports, reporting any capital gains and losses

Investor Account Protection – Financially sound primary custodian who holds your investments in accordance with the FCA’s Client Asset Rules

Client Access – View your portfolio online including holdings and transaction information

Investment Reporting – Valuation reports and custody statements

Research – Wealth managers have access to research written by Raymond James & Associates Chief Investment Strategist and Chief Economist, as well as equity research on US, Canadian and European stocks written by the Raymond James family of companies within the local markets. We also provide access to global equity and economic research written by three external investment banks, as well as access to leading fund selection tools

Open Architecture

The middle and back office services Raymond James provides are specifically designed to aid wealth management professionals in providing sophisticated investment services to their clients. We deliver these services in an open architecture environment so that wealth managers can select the products and solutions that meet their clients’ specific needs. Transparency in our pricing is key, so wealth managers and their clients are fully aware of what they are paying for and how Raymond James is being remunerated.

>> Find out more about the products, tools and technology our wealth managers have access to

Back to Personal Investing

This website works best with cookies. They allow us to see how the site is being used.
If you continue without changing your settings, we will assume you are happy to receive cookies.