Raymond James Investment Services
Raymond James Investment Services is the U.K. Private Client Wealth Management arm of Raymond James Financial, Inc., a diversified financial services company headquartered in Florida, U.S.A., established in 1962.
Raymond James Investment Services has operated in the U.K. since 2001 and our model of enabling highly experienced wealth management professionals to operate their own independent investment boutique has proved a great success. There are now over 100 Raymond James practices across the U.K., managing £15bn of client assets.
Stats correct as at 30 September 2023.
All stats correct as at 30 September 2023.
Raymond James Financial
Raymond James Financial, Inc., is listed on the New York Stock Exchange under the symbol RJF. It has more than $1.26tn 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 more admired companies in the world by Fortune magazine.
Stats correct as at 30 September 2023.
All stats correct as at 30 September 2023.
Branch Principal
Kamal Haria Chartered FCSI
Over the last 25 years, educating clients and their families on the risks and merits of investing over the medium to longer term has been one of Kamal’s priorities. Our clients aspire to become financially independent to help them fulfil their dreams without financial worries.
Kamal believes that long term relationships are based on an in depth understanding of his client’s financial position and aspirations that are manageable and attainable over the given timeframe.
Kamal’s strength has always been his service to clients. He is highly experienced in managing client portfolios and currently looks after senior executives of listed companies, partners of accountancy and law firms, technology & healthcare executives and SME’s (Small and medium-sized enterprises). This includes managing their Dealing, Pension and investment ISA accounts, trustee assets, charities with income needs as well as corporate funds.
Regular commentary on financial markets and relevant interesting themes have been Kamal’s strengths.
There are several financial models that have been developed by Kamal to help him with his research on market risk and securities for his global portfolios.
Prior to setting up his branch in November 2014 as part of Raymond James’s Independent Practice, Kamal worked as Head of Asset Management and chaired the Asset Allocation and Investment Committee at Daniel Stewart. As chair of the committee that consisted of analysts and economists, he ensured that all assets and investments selected for discretionary and advisory portfolios were thoroughly researched and discussed before selection and implementation.
He also held a Senior Asset Manager post at Collins Stewart (now part of Canaccord Genuity). His role was to manage discretionary portfolios for ultra-high net worth clients and provided them with wealth management advice. The portfolios ranged from £2m to £15m.
If you wish to know more Kamal will be delighted to have a chat with you to provide a brief on his style of management.
A Chartered Fellow and Chartered Wealth Manager of The Chartered Institute for Securities and Investments.