Our priority is fully understanding exactly what your expectations and requirements are, taking into account timescale, attitude to risk and any personal preferences. To make sure any changes are fully understood, we recommend meeting personally at least once a year or as often as you would wish. This may be at your home or place of work as well as at our offices in the City of London.
The investment world is continually changing and we are able to fully access all the resources a company of Raymond James’ size offers, not just in investments, but with cutting edge technology and systems. This allows you to monitor your own investments 24/7.
Having established your requirements, we manage your assets on a discretionary basis, allowing us to implement strategies in the most efficient manner and to take advantage of opportunities as and when they appear. Alongside this some clients may wish to have their own holdings which they choose or wish to hold and we offer satellite ‘Execution Only’ accounts allowing us to concentrate on your core mandate. This allows us to provide a fully bespoke, discretionary investment management service.
We have an extensive research capability with access to over 80 Raymond James analysts who provide analysis on securities across the globe with award winning research. Having access to this research was a key part of our decision to associate ourselves with Raymond James.