Membership Directory - Corporate

Raymond James

About

Raymond James is a rapidly growing wealth management firm supporting wealth managers and personal investors with complex financial needs.
In all areas of our business, we believe if we do what’s right for clients, we’ll help them achieve success while also realising our own.
Raymond James Investment Services Limited has operated in the UK since 2001; we provide unique wealth management solutions for wealth managers and their clients. Our parent company, Raymond James Financial, Inc. has been doing the same in the US for nearly six decades.

Raymond James services and supports investment managers and investment focused financial planners in the UK, who run growth oriented practices with a strong management and compliance culture. These wealth managers service high net worth investors with complex financial needs and in some cases, also service mandates for institutional clients like charities and pension funds. As part of the core Private Client Group of Raymond James Financial, Inc., we are part of a well-established, profitable and diversified financial services firm.

At Raymond James, our business is people and their financial well-being. We are people-driven, values-based and future-focused.
We are committed to helping individuals, corporations and institutions achieve their unique goals, while also developing and supporting successful professionals, and helping our communities prosper.
Our culture is the foundation of our success and what differentiates us from the competition. It is how we provide solutions and services to our clients and to each other.

Role Models and Allies

Head of Advisor Inclusion Netwo
Compliance Officer
Chief Executive Officer