Raymond James® Investment Services

Overview

The Raymond James St Andrews Branch is a commercially independent branch of Raymond James Investment Services Limited (Raymond James).

Raymond James is the UK private client wealth management arm of Raymond James Financial Inc. (RJF), a diversified financial services holding company headquartered in Florida, USA with subsidiaries engaged in investment banking, asset management, financial planning and commercial banking.  The firm's asset management subsidiaries manage approximately $617 billion as at 31/12/2016.

 

 

What we do

We combine Discretionary Investment Management with holistic financial planning for private clients and trusts within the U.K.

 

Investment Focus

Our primary focus is on delivering investment solutions that meet our clients' needs by providing unbiased multi-asset solutions that combine equities, fixed income and other alternative asset classes.

Our research process embraces unconventional thinking by looking beyond traditional style box and value mythologies and seeks to uncover global opportunities.  At the same time our process remains anchored by a combination of top down, bottom up research, which seeks to carefully manage portfolio volatility and selective risk.  As the world continues to change we continue to adapt and look for ways to deliver returns above market averages.

 

Typical Clients

We welcome clients from all walks of life. Most come to us with an appreciation for traditional values of trust and security when dealing with their financial provisions. Our portfolio strategies are best suited, although not restricted to, overall asset values in excess of £1 million.