When we manage your investments we aim to give you the best of both worlds: personal, face-to-face dealings with your own wealth manager who has access to the whole of the market, plus the additional security and peace of mind that comes from our association with Raymond James Investment Services and Raymond James Financial, Inc.
Raymond James Investment Services Limited (Raymond James) is the United Kingdom private client investment management arm of Raymond James Financial, Inc. (RJF). Founded in 1962 and a public company since 1983, RJF is listed on the New York Stock Exchange and offers a comprehensive range of wealth management products and services to more than 2.5 million client accounts, representing total client assets of approximately $425bn (30th Sept. 2013). RJF has more than 6,200 advisers located in 3,000 offices in the USA, Canada, the UK and elsewhere overseas.
Raymond James Investment Services commenced operation in 2001 and now has more than 20,000 UK client accounts with total assets of £3.51 billion (30th Sept. 2013). There are 77 affiliated branches, which represent a number of experienced and well regarded private client stockbrokers, investment managers and wealth managers throughout the UK.
About Our Team
Our branch is one of a small number of retail investment teams in Hertfordshire that is authorised to manage investments in discretionary portfolios. The core team is based in Hitchin in Hertfordshire but we manage portfolios for clients all over the country.
We specialise as Discretionary Managers and our aim is that our services should add value for individual investors who come directly to us and also for investors who are introduced to us by professional practices. Investment portfolios and pension funds may hold many different securities. These can range from corporate bonds through government gilt edged stocks to individual equities and to collective investment funds, typically investment trusts, unit trusts, OEICs and ETFs. Most portfolios are held under a discretionary mandate.
We follow a lower risk investment management philosophy in which preserving gains is a priority. We exercise control through regular and frequent monitoring of the investments. A quarterly asset allocation review is part of the risk monitoring process.
We give a personal hands-on service and do not have a minimum entry value. Our objective is to match client investment objectives and risk profiles. All clients receive quarterly valuations and asset allocation reviews and, typically, every six months portfolio reports are provided and are studied at a half yearly review meetings.
We can meet wherever works best for you. You are very welcome to come and see us at our office in Hitchin (Hertfordshire). We also regularly meet clients in central London. With long standing clients all over the country, you won’t be surprised to know that we are also more than happy to come to you.