Wealth Management Professionals

Raymond James’ Independent Contracting or Professional Partnership business model enables you to set up your own boutique wealth management practice. Our Investment Management Platform offers firms the ability to in-source investment management - with the help of a powerful technology solution.

Your Practice – Your Way

Raymond James partners with wealth managers, empowering you to establish, grow and operate your own business, whilst maintaining the knowledgeable support of a recognised leader in private client wealth management. We don’t employ wealth managers; we support wealth managers who want to build their own successful businesses.
Raymond James provides wealth managers with a spectrum of solutions to help you establish, grow and retain your own successful business. Throughout your partnership with Raymond James, and beyond, your business remains your own. We do not have restrictive covenants in our contracts. If you leave Raymond James, your clients can transfer with you.

Our Services

Independent Contracting

Establish and grow your own successful boutique wealth management business, with our support and backing

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Professional Partnership

Establish an in-house investment management service through a Professional Partnership with Raymond James

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Investment Management Platform

A progressive wealth management solution with optimal efficiency and control for your directly authorised firm

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Not What You’re Looking For? Try Personal Investing

In an ever changing economy, with thousands of investments to choose from, complex tax regulations to consider and worldwide political events influencing the markets, making the right investment decisions is no easy task. Choose a wealth manager you can trust.More information


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Raymond James, Royal Exchange

David Stevens is a Branch Principal and Senior Investment Manager of the Royal Exchange branch where he reunited with David Roblin in May amidst the global Coronavirus pandemic. After spending most of the last 30 years working in the City, initially in the insurance market, David has been involved in the Private Client industry for … Continue reading More ›


I am proud to say that I work with Raymond James. Raymond James is far more than just a wrap platform More ›

Yellowtail Financial Planning

One of our core values, is integrity. We got the strongest sense of a match of integrity when talking to the people at Raymond James. More ›

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