Our Affiliation with Raymond James

The Raymond James Investment Services Branch in East Yorkshire is a regional branch and is run as a commercially independent investment management practice under a contract for services with Raymond James Investment Services Ltd (Raymond James) based in London.

Raymond James, provides full support services to the East Yorkshire Branch, which includes account opening, asset transfers, trading systems, research tools, access to the custodian, technology support, client reporting, compliance and supervision, FCA authorisation and professional indemnity cover.

Raymond James also provides the online access portal Investor Access™ where clients and their professional advisers may view their portfolios 24 hours a day.

Despite the financial turmoil of the past few years, Raymond James has reinforced its reputation as a pillar of stability for our wealth managers and their clients. We believe that success has a lot to do with the firm’s unwavering commitment to its founding core values of putting clients first, conservatism and integrity.

Raymond James Investment Services Limited (Raymond James) is a rapidly growing wealth management business, supporting 105 commercially independent practices that represent a mix of private client investment managers, stockbrokers and investment focused financial planners located throughout the UK. We commenced operation in 2001 and now have over 34,000 client accounts representing total client assets of £9.77 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 7,700 wealth managers located in more than 3,000 offices throughout the US, Canada and the UK. These wealth managers service more than 3 million client accounts representing total assets of approximately $750 billion*.

On 31 December 2017 RJF announced 120 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 June 2018

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