We are rooted in our commitment to take care of you and your wealth manager and believe that choice is crucial. 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 offer unprecedented access to a broad range of assets and tax wrappers and don’t require wealth managers to use any in-house products, so they can select the investments right for you on an unbiased basis.
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
Client 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
Cost and Charges – Annual statement of all costs and charges, including product costs, relevant to your portfolio Research – Wealth managers have access to market commentary written by the Raymond James global Investment Committee as well as specifically by our European Strategist, some of which will be available to clients as well. We also provide wealth managers access to global equity and economic research written by external providers, as well as access to leading fund research and fund selection tools – all designed to assist wealth managers as they construct clients’ portfolios.
The middle and back-office services Raymond James provides are specifically designed to aid wealth management professionals in offering 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.