Raymond James® Investment Services

Investment Management Services

We offer 4 levels of Investment Management Services; Managed Discretionary Service, Advisory Portfolio, Advisory Dealing and Execution Only.

Our Discretionary Managed Service takes care of the day-to-day management of your portfolio. We make strategic and tactical decisions based on your objectives and risk profile without continual consent, allowing the potential for shorter term trading strategies, improved timing of trades for both buys and sells, as well as the potential for limiting portfolio drawdown /losses. This is an extremely active service with all assets managed to suit today's volatile capital markets

In terms of assets, we offer access to all classes, including;

  • Equities, Bonds, Investment Trusts, ETFs
  • Retail Funds (including tracker funds) and Institutional Share Classes of Funds (where minimums are met)
  • Wider Range Investments including Hedge Funds, Property Funds, Commodity Funds, Private Equity Funds and Structured Products

Raymond James also provides access to a full range of tax wrappers, including:

  • ISAs, with Raymond James as the ISA manager
  • Pension wrappers, offered by 30+ pension administrators, including SIPPs and SSASs

In Addition:

  • A range of offshore portfolio bond wrappers as well as an onshore bond solution
  • Alternative Investment Market (AIM) portfolios to compliment Tax Planning

Key benefits

  • Online valuations
  • Onshore and offshore custodian
  • Active strategic and tactical analysis
  • Six monthly review meetings with your Investment Manager /Analyst
  • Dedicated support through your Investment Manager/Analyst
  • Administrative support dealt within a timely manner
  • Printed valuations on a quarterly or half yearly basis detailing portfolio transactions and performance against benchmark
  • Access to financial news and in-house economic market commentary and analysis