About us – Raymond James, South Cotswolds

RAYMOND JAMES, SOUTH COTSWOLDS

We’ve 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.

About 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.

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.

*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 BNY Pershing 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 $52.1tn in client assets under custody and/or administration. BNY Pershing 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.