About Us – Raymond James, South Cotswolds

RAYMOND JAMES, SOUTH COTSWOLDS

We have been responsible for managing bespoke portfolios for Private Clients, Trusts, Charities and Professional Advisers for many years.

Our commitment to our clients is to deliver the highest levels of personal service and professionalism, drawing on our experience to navigate financial markets to create portfolios that consistently meet their needs.

RAYMOND JAMES INVESTMENT SERVICES

Raymond James is a rapidly growing wealth management business, supporting over 100 independent practices that represent a mix of private client investment managers and investment focused financial planners located throughout the UK. We commenced operation in the UK in 2001 and have over 50,000+ client accounts representing total client assets of £18.18 billion*.

We are a wholly owned subsidiary of Raymond James Financial, Inc. (RJF), a diversified financial services company headquartered in Florida, USA. RJF is a public company listed on the New York Stock Exchange (RJF) with over 8,700+ wealth managers. 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.

*Raymond James Investment Services and RJF stats as of 30 September 2024.

Corporate Responsibility

Raymond James is committed to its mission to be a financial services firm as unique as the people we serve, transforming lives, businesses and communities through the power of personal relationships and professional advice.

The Raymond James Corporate Responsibility report illustrates our commitment to four pillars: cultivating a people-first workplace, making sustainable business and operational decisions, giving back to the communities in which we live and work, and maintaining our long-standing dedication to strong corporate governance.

CLIENT ASSETS

Raymond James administers your accounts, and we have an arrangement with Pershing Securities Limited (PSL) to act as custodian for your investments. BNY Pershing is part of Bank of New York Mellon – one of the largest custodians of financial assets in the world, with $52.1 trillion in client assets under custody and/or administration*. Pershing Securities Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.

*Pershing Securities Limited stats as at 30 September 2024.