Our Proposition

Raymond James provides unique wealth management solutions for clients and their wealth managers, supporting the provision of personalised, tailored investment services to help clients achieve their individual goals.

We believe every wealth manager should have the ability to grow your practice in the way that suits you best. We offer four ways of working with us, so you can select the solution that is right for you and your clients.

Investment managers and investment focused financial planners working with us typically service high-net-worth clients with complex financial needs. In some cases, the clients may be charities and pension funds.

Our approach

Our services are delivered in an open architecture environment so that you can select the products and solutions that meet your clients’ specific needs in the most cost-effective manner. You will have access to a broad range of assets and tax wrappers, with no requirement to use in-house products, ensuring there is no conflict to unbiased investment selection.

Raymond James is a LSE member firm with direct market access to 25+ global exchanges, providing rapid and cost-effective trade execution for listed securities and ensuring no broker fees for UK listed investments, with up to 15 Retail Service Providers polled to ensure best price.

In the UK, Raymond James supports over 100 wealth management practices through our four different ways of working with us:  Employee AffiliationIndependent ContractingProfessional Partnership and the Investment Management Platform.

Investment Management Platform

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