Raymond James, Wanstead
Established by Simon Howland in 2020, Raymond James, Wanstead, offers portfolio management, rich in technical background, holding investment performance at its core. We adopt a simple and visible approach in order to meet our clients’ investment objectives.
We work with like-minded investors to offer a whole of a wealth solution, considering ones investable wealth against the backdrop of their broader affairs. We take a holistic approach to assist our clients in meeting their overall objectives, working with them in a way that is more akin to a micro family office.
This personal approach means we limit the number of client relationships to ensure there is no dilution of service. By doing so we aim to build a partnership with our clients that offers a solution beyond our traditional peers. As a result we view our growth like we view our investment approach, considered, intensely analysed and carefully executed.
Raymond James Investment Services
Raymond James Investment Services Limited has been offering trusted advice and personalised wealth management solutions in the UK since 2001. Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over six decades. With more than 300 wealth managers, we now have over 50,000 client accounts and look after more than £18.18 billion in client assets in the UK.
We provide tailored investment management and financial advice to individuals and their families. We also provide investment management services to charities. As part of the core Private Client Group of Raymond James Financial, Inc., we benefit from the size and scope of a well-established, profitable and diversified financial services firm. To find out more, go to the Raymond James UK website.
*stats correct as at 30 September 2024.
Our parent company
Founded in 1962 and a public company since 1983, Raymond James Financial Inc is a diversified financial services company, headquartered in Florida, USA. Raymond James currently works with over 8,700 wealth managers located in the US, Canada and the UK. These wealth managers service accounts representing total assets of approximately $1.57tn.
On 30 September 2024 RJF announced 147 consecutive quarters of profitability. This milestone is a reflection of our parent company’s long-term vision and conservative business approach, as well as a testament to RJF’s strength and stability.
*stats correct as at 30 September 2024.
*Raymond James Investment Services and RJF stats as of 30 September 2024