Supporting wealth managers and investors since 2001
Raymond James Investment Services (Raymond James) provides wealth managers with a spectrum of solutions to help you build your business, based on your needs and goals. Offering three business models, including Independent Contracting, Professional Partner and the Wrap Platform, our proposition also enables you to move between these business models as your needs evolve.
Raymond James provides an open architecture administration platform, research tools and technology solutions such as order entry, portfolio modelling, rebalancing, and rich reporting including management information and a suite of client reports. Where relevant, Raymond James also offers a regulatory umbrella that includes compliance, supervision, FSA authorisation and professional indemnity cover.
Through Raymond James’ Independent Contracting and Professional Partner business models, we can help a new practice to be up and running under our regulatory umbrella in 30-90 days and we support 40 such businesses across the UK.
For directly authorised wealth management firms the Raymond James wrap platform offers all the tools an investment management business requires and we now support 35 such practices.
This website is designed to introduce you to the Raymond James proposition, but as a company who prides itself on service we know that nothing helps you more than a one-to-one discussion, based on you, your business and the needs of you and your clients. If you would like to find out more, contact our Business Development Team.
Stats as at March 31, 2013.