Key facts – Products & Tools
Raymond James seeks to be the first choice for wealth managers and your clients by exhibiting superior standards of quality and service to you and investors. We are committed to providing wealth managers with a broad range of investment products, tax wrappers, exceptional support and integrated client solutions – along with expertise and support from Raymond James teams, to help you build your practice and meet the evolving needs of your clients.
Investments – we offer access to most asset classes, including:
- Equities, Bonds, Investment Trusts and ETFs traded on all major markets. It is important to note that Raymond James is an LSE member firm with direct market access
- RDR share classes and/or institutional share classes of funds. Until all retail share classes are converted, we will hold legacy retail funds.
- Wider Range investments including Hedge Funds, Property Funds, Commodity Funds, Private Equity Funds and Structured Products
Tax wrappers – we provide access to a full range, including:
- ISAs, with Raymond James as the ISA manager
- Pension wrappers, offered by 60+ pension administrators, including SIPPs and SSASs as well as solutions that allow for protected rights and Section 32 assets to be managed by the wealth manager
- A range of offshore portfolio bond wrappers
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