Winning an award is a tremendous achievement but, more importantly, recognises our business ethic and commitment to delivering a first class service to our clients. We will continue to deliver enhancements to our proposition to benefit the clients and wealth managers we serve.
Best D&I Initiative
We are delighted to announce that Raymond James UK won the Best D&I initiative award at the 2024 Professional Adviser Awards!
The award recognises our dedication to fostering diversity and inclusion within our organisation as well as the work we have undertaken whilst we continue to develop our Diversity, Equity and Inclusion (DEI) strategy in the UK.
PAM 50 Most Influential
For the seventh year in a row, Raymond James UK Country Manager Peter Moores has been named one of the PAM 50 Most Influential.
The PAM 50 Most Influential listing aims to recognise and celebrate the most prominent and important figures in the private asset management community. These are the individuals that shape the sector and are at the forefront of innovation and new ideas designed to bring the best service to clients. This annual accolade considers an individual’s career to date, but importantly their achievements over the past year.
PIMFA D&I Awards 2022 – Raymond James Investment Services won the award for Best D&I Initiative (small/medium firms) at the PIMFA D&I Awards 2022.
The PIMFA D&I Awards celebrate and promote talent, diversity and inclusion in the wealth management, investment services and financial advice sector.
Schroders UK Platform Awards 2022 – Raymond James won the award for the ‘Best Use of Platform Technology’ for the development of our FINIO Data Hub solution alongside our partners Sprint Enterprise Technology.
The Schroders UK Platform Awards is open to all advisers, platforms and providers of platform technology.
PAM 50 Most Influential
For the sixth year in a row, Raymond James UK CEO Peter Moores has been named one of the 2022 PAM 50 Most Influential.
The PAM 50 Most Influential listing aims to recognise and celebrate the most prominent and important figures in the private asset management community. These are the individuals that shape the sector and are at the forefront of innovation and new ideas designed to bring the best service to clients. This annual accolade considers an individual’s career to date, but importantly their achievements over the past year.
Professional Adviser Women in Financial Advice Awards
Raymond James is delighted to have won the Contribution to Gender Diversity Award at the Professional Adviser Women in Financial Advice Awards 2021.
This award recognises the Raymond James UK Women Wealth Manager Network, an initiative founded to champion and support our female wealth managers and their teams, foster a supportive culture and celebrate their contributions to the firm. Our UK network builds on a 27 year tradition at Raymond James which started with the founding of our US Women Financial Adviser Network – providing opportunities for our female wealth management practitioners to network, learn from each other and develop into their best selves.
PAM 50 Most Influential
For the fifth year in a row, Raymond James UK CEO Peter Moores has been named one of the 2021 PAM 50 Most Influential.
The PAM 50 Most Influential listing aims to recognise and celebrate the most prominent and important figures in the private asset management community. These are the individuals that shape the sector and are at the forefront of innovation and new ideas designed to bring the best service to clients. This annual accolade considers an individual’s career to date, but importantly their achievements over the past year.
2020 Professional Adviser Awards – Raymond James has been shortlisted for Best Platform for Discretionary Management.
The Professional Adviser Awards seek to reward excellence both within the financial advice community and among the broader financial services sector.
PAM 50 Most Influential
For the fourth year in a row, Raymond James UK CEO Peter Moores has been named one of the 2020 PAM 50 Most Influential.
The PAM 50 Most Influential listing aims to recognise and celebrate the most prominent and important figures in the private asset management community. These are the individuals that shape the sector and are at the forefront of innovation and new ideas designed to bring the best service to clients. This annual accolade considers an individual’s career to date, but importantly their achievements over the past year.
2019 Professional Adviser Awards – Raymond James was awarded Best Platform for Discretionary Management.
The Professional Adviser Awards seek to reward excellence both within the financial advice community and among the broader financial services sector.
PAM 50 Most Influential
For the third year in a row, Raymond James UK CEO Peter Moores has had been named one of the 2019 PAM 50 Most Influential.
The PAM 50 Most Influential recognises and celebrates the individuals that shape the sector and are at the forefront of innovation and new ideas designed to bring the best service to clients. This annual accolade considers an individual’s career to date, and importantly their achievements over the past year.
FTAdviser’s Top 100 Financial Advisers for 2018 – Raymond James Investment Services has been ranked number 7 in the FTAdviser’s 2018 Top 100 Financial Advisers securing our place in the Top 10 in the UK for the first time.
The FTAdviser’s Top 100 Financial Advisers list has been showcasing the very best financial advisory businesses in the UK for the past 5 years.
Schroders UK Platform Awards 2018 – Raymond James won the award for the ‘Best Use of Platform Technology’ for the Raymond James Trading and Rebalancing solution, developed in partnership with Investment Software. We were also highly commended in the category ‘Best Platform for Discretionary Management’.
The Schroders UK Platform Awards is open to all advisers, platforms and providers of platform technology.
PAM 50 Most Influential – For the second year in a row, Raymond James UK CEO Peter Moores has been named one of the 2018 PAM 50 Most Influential.
The PAM 50 Most Influential recognises and celebrates the individuals that shape the sector and are at the forefront of innovation and new ideas designed to bring the best service to clients. This annual accolade considers an individual’s career to date, and importantly their achievements over the past year.
Schroders UK Platform Awards 2017 – Raymond James received the Highly Commended accolade in the 2017 Schroders UK Platform Awards in the category of Leading Platform for Advisers with Discretionary Permissions.
2017 Professional Adviser Awards – Raymond James received the Highly Commended accolade at the 2017 Professional Adviser Awards in the category for Best Platform for Discretionary Management.
PAM 50 Most Influential – Raymond James UK CEO, Peter Moores, is named as one of the 50 most influential figures in wealth management for 2017.
The PAM 50 Most Influential recognises and celebrates the individuals that shape the sector and are at the forefront of innovation and new ideas designed to bring the best service to clients. This annual accolade considers an individual’s career to date, and importantly their achievements over the past year.
Black MondayOn 19 October 1987, the stock markets experienced a dramatic plunge that prompted many firms to shut down their trading desks and turn off their phones to minimize internal losses. Raymond James refused to do the same. Our desks stayed open to help meet clients’ needs, resulting in our first and only unprofitable quarter since the firm went public in 1983. |
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Who was Raymond James?The Raymond in our name is actually from Edward Raymond, owner of a 15-employee mutual fund sales group, Raymond and Associates, along Florida’s west coast. He sold his company to Bob James on 15 July 1964, on condition that the surviving firm be called Raymond, James & Associates. Three days after the sale, Ed Raymond was involved in a near-fatal automobile accident and never joined the firm. Nonetheless, even after Raymond had passed away, Bob James insisted that his name remain on the door – ahead of James’ own. That was a promise he made to Ed Raymond three days before the accident, and Bob James was a man who kept his promises. |
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Bear Market of 1974The severe bear market of 1974 threatened the existence of Raymond James, which was bleeding capital by the day. Tom James, his father and other leaders took extreme measures to keep the firm afloat, slashing costs, foregoing paychecks and even attempting to sell the firm for just enough capital to protect client assets and retain as many associates as possible. The story could have ended very differently if not for a sharp upturn and continued rebound in the stock markets late in the year. |
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Taking Raymond James PublicWhen consideration was being given to taking Raymond James public, Tom James penned a letter to shareholders (largely employees at the time). ” … the public offering should be considered as a statement of our independence. While this is a psychological rather than an economic rationale, it is nonetheless very important. We have asserted for some time that we are not interested in becoming a small part of a very large corporation. That assertion results mainly from the inclinations of management rather than the economic benefits associated with either alternative. The public stock offering affords us the opportunity to enjoy a little bit of the best of both worlds. While shareholders will be given liquidity at fair market value, we will still have the ability to control our own destiny.” After 40+ years of Tom’s leadership, upon becoming CEO, Paul Reilly was often questioned about whether the company might ultimately surrender its cherished independence and be acquired by some larger entity. His response: “Not while I’m around.” It’s a theme that continues today. |
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