Our proposition

Raymond James provides personalised wealth management solutions for clients and their wealth managers.

We believe you should have the ability to provide clients with personalised solutions that meet their individual needs. We offer four operating models, so you can select the solution that best suits your needs and those of your clients.

Our approach

We deliver our services in an open-architecture environment, enabling you to select the products and solutions that meet your clients’ specific needs in the most cost-effective manner. You’ll have access to a broad range of assets and tax wrappers, with no requirement to use in-house products, ensuring investment selection remains unbiased.

Raymond James is an LSE member firm with direct market access to 25+ global exchanges. This means we can provide rapid and cost-effective trade execution for listed securities and ensures you pay no broker fees for UK-listed investments, with up to 15 retail service providers polled to ensure best price.

In the UK, we support over 100 wealth management practices through four operating models: Employee affiliationIndependent contractingProfessional partnership and the Investment Management Platform.

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