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 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 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.
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
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