We work with a number of Partners, in keeping with our commitment to provide wealth managers with a broad range of investment products and tax wrappers to help you build your practice and meet the evolving needs of your clients
Raymond James has established a number of strategic partnerships with asset managers, pension providers, research providers and data vendors.
We believe in cultivating long-term business relationships that are focused on creating mutual value for both organisations. In addition, all partners of Raymond James benefit from the following:
Access to a directory of wealth managers and their contact details.
A report identifying individual holdings and trades in a given month, as well as who the underlying wealth managers are.
To become a partner, or for more details, please contact the Raymond James Strategic Partnerships – Wealth Management Solutions team.
Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services.
We currently support over 100 practices, which represent a mix of private client investment managers and investment-focused financial planners. These wealth managers service affluent and high-net-worth clients with complex financial needs.
Working with Raymond James gives our partners access to this group of skilled and experienced wealth management professionals, along with the benefit of working with a well-established, RDR compliant, financially stable organisation.
Our professional development events provide insights on a range of industry-relevant topics
If you are a product provider interested in working with Raymond James, please contact the Strategic Partnerships - Wealth Management Solutions team:
Deputy Head of Strategic Partnerships - Wealth Management Solutions
If you are a product provider and already work with Raymond James and have an operational query on one of our mutual clients, please contact
