Our Raymond James branch has access to whole of the investment market and provide advice to clients under four separate service levels;
Discretionary or Advisory Portfolio Service
This service is ideally suited for investors that do not have the expertise and/or the time to manage their portfolios.
Discretionary management provides clients with an opportunity to have their investments tailored and actively managed to their requirements without the need to get engaged in the day to day activity of the portfolio. The investment manager ensures that clients are met on regular basis to provide regular updates on the performance and any changes to their portfolio.
Advisory Portfolio Service provides clients with an opportunity to have their investments tailored and managed to their requirements. The service requires clients to engage with the investment manager in order to authorise any recommended changes to the investment portfolio. The investment manager ensures that clients are met on regular basis to provide performance updates and discuss any changes.
We also help UK registered charities and private trusts to meet their mandates.
The Discretionary service is ideally suitable for investments in excess of £250,000.
Advisory Dealing or Execution Only Service
Some investors like the idea of buying and selling shares or other securities. Raymond James offers investors access to over 25 global markets through our Broking Service.
There are two types of service available to investors, an Advisory Dealing or Execution Only Service.
The Advisory Dealing service is for investors that require recommendations on buying and selling specific shares or securities.
The Execution service is suitable for investors that do not require our recommendation but prefer instead to make their own buy and selling decisions.
Clients that require this service tend to understand the risk of buying and selling shares and/or other securities and are aware that the portfolios under this service are not risk-adjusted, as expected with our discretionary management and advisory portfolio services.
The Advisory dealing and Execution Stockbroking service is suitable for investments in excess of £150,000.
Our Research Capability
The portfolios can consist of various classes of assets, such as equities, fixed income, real estate, Exchange Traded Products as well as specialist funds and alternatives. We believe that it is important to equip our team with specialist research in order to construct suitable portfolios for our clients.
We have extensive research capability with access to over 80 Raymond James analysts that provide analysis on equities in US, Canada and Europe.
In addition, we have access to third party research from various financial institutions that compliments our internal research.
Most of our internal research are derived from Bloomberg terminals using our financial models, which are linked to Bloomberg data.
Please contact us for further details.