About Raymond James Investment Services Limited

Raymond James Investment Services commenced operation in 2001 and now has over 7200 client accounts representing total assets of £1 billion (US$1.8 billion). RJIS now has 42 affiliated offices, which represent a number of experienced and well regarded private client stockbrokers, investment managers and wealth managers located throughout the UK*.

At RJIS we give our affiliated advisers the freedom to own and operate their own businesses whilst maintaining the complete support of a recognised leader in private client investment management. By offering advisers access to a comprehensive selection of products and tools, in addition to robust compliance and supervision services where appropriate, we enable them to meet the individual needs of their clients in the most cost effective manner. We do not sell proprietary products, rather we offer our advisers unprecedented access to a broad range of assets and tax wrappers.

In terms of assets, we offer access to all classes, including;

  • Equities, Bonds, Investment Trusts, ETFs
  • Retail Funds (including tracker funds) and Institutional Share Classes of Funds (where minimums are met)
  • Wider Range Assets including Hedge Funds, Property Funds, Commodity Funds, Private Equity Funds and Structured Products

RJIS also provides access to a full range of tax wrappers, including:

  • ISAs, with RJIS as the ISA manager
  • Pension wrappers, offered by 20+ pension administrators, including SIPPs and SSASs as well as solutions that allow for protected rights and Section 32 assets to be managed by the adviser
  • A range of offshore portfolio bond wrappers as well as an onshore bond solution

RJIS also provides, where appropriate, compliance, supervision and FSA registration services as well as professional indemnity cover.

This is the first time that such a comprehensive range of services has been available to independent investment managers in the UK.

For more information about our products and services, please click here.

*RJIS stats as of September 30, 2008 unless stated otherwise