Alasdair Pike joins Raymond James, Royal Exchange

Alasdair Pike is joining Raymond James as a Senior Investment Manager to work alongside co-branch principals David Stevens and David Roblin at their Raymond James, Royal Exchange branch in London. 

With 27 years’ experience in the investment management sector, Alasdair’s expertise spans a variety of investment offerings, including direct equity and funded accounts as well as the passive market and ETFs. He will be using his breadth of knowledge and experience to provide discretionary and advisory portfolio management services to clients based across the UK.

Alasdair spent the first 11 years of his career at Cazenove & Co before joining JM Finn in 2005, where he managed private clients, pensions, charities, and trusts. As well as being a co-founder of JM Finn’s Managed Portfolio Service for independent financial advisors, Alasdair has ranked in Citywire Wealth Manager’s Top 100 fund pickers for the last three years.

Raymond James, Royal Exchange is located in the heart of London and offers highly personalised investment management services for private clients across the UK.

On joining Raymond James, Alasdair said, “I am relishing the prospect of working closely with the Davids under the banner of Raymond James. I was drawn to the role as Raymond James is one of few remaining investment management firms that offers both discretionary and advisory portfolio management services, as well as giving wealth managers the freedom to make their own investment decisions. I believe that joining Raymond James will provide me with the perfect opportunity to focus on providing a truly bespoke client service.”

David Roblin comments, “Since launching the branch in January 2019, I have been proud to see it grow from strength to strength. David and I are delighted to welcome Alasdair and his expertise to the team, marking yet another key milestone in our business’ journey.”

David Stevens adds, “The past eighteen months have been challenging for everyone, but we have continued to put all our efforts into focusing on our clients and their portfolios. With our shared ethos and client-centric approach, Alasdair is a valuable addition to the team, and we look forward to working together.”

If you would like to find out more information about how Raymond James supports wealth managers in opening and running their own independent wealth management branches, please click here.

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