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 is the UK private client wealth management arm of Raymond James Financial, Inc., a diversified financial services company headquartered in Florida, USA, established in 1962.
Raymond James Investment Services has operated in the UK since 2001 and our model of enabling highly experienced wealth management professionals to operate their own independent investment boutiques has proved a great success. There are now over 100 Raymond James practices across the UK, managing more than £18.18bn of client assets.
*stats correct as at 30 September 2024.
Raymond James Financial
Our parent company in the US is listed on the New York Stock Exchange under the symbol RJF. It has more than $1.57tn of assets under management, has a record of continuous profitability stretching for more than 30 years and, as a member of the Fortune 500, is ranked amongst the most admired companies in the world by Fortune magazine.
*stats correct as at 30 September 2024.
*Raymond James Investment Services and RJF stats as of 30 September 2024