In the News
This section provides excerpts of recent articles in the business press with reference to Raymond James Investment Services Ltd.
15/12/2008 – Ex-Citigroup Start-Up Selects Raymond James as UK Partner
WealthNet
17/11/2008 – Breaking into the Wrap Premier League
Citywire & New Model Adviser
11/10/2008 – Planners Forced to Seek New Homes for Assets as UBS Ditches Trading Platform
Citywire & New Model Adviser
28/10/2008 – Raymond James seeks asset management acquisitions
WealthNet
16/10/2008 – Syndaxi Financial Planning MD recieves 'Lifetime Achievement Award for 2008'
EUBankers.net
07/10/2008 – Investment Managers Consider Independence, Headhunters Rejig Contracts
Wealth Briefing
15/07/2008 – Raymond James Wrap goes with the Flow Towards Funds
Citywire & New Model Adviser
15/07/2008 – Raymond James to Offer Morningstar Research Suite in UK
Wealth Briefing
14/07/2008 – Raymond James Joins Morningstar's ‘Select Alliance’ Program
EUBankers – Lunchtime & Afternoon News
14/07/2008 – Raymond James Investment Services enhances UK affiliates service offer
WealthNet
04/07/2008 – Advent Passes 100 Client Mark
WealthBriefing
01/07/2008 – Leading Trade Order Management Solution Surpasses 100-Client Milestone in EMEA
EUBankers.net
25/06/2008 – Could Dennis Hall’s Flat Fee Take Off – Gill Cardy – ‘Wise Mr Wise’
Citywire Blog
16/06/2008 – The Wrap Factfile – Your Online Resource
Citywire.co.uk
16/06/2008 – Wrap Factile – At Your Discretion
New Model Adviser
27/05/2008 – Platfrom Alterations Abound asa Supermarkets and Wraps Blur
Citywire.co.uk
19/05/2008 – Barnett Ravenscroft Gets a Birds Eye View
New Model Adviser and Citywire.co.uk
19/05/2008 – 7IM's Sheridan Wants Better Rules on Disclosure Platform Charges
New Model Adviser and Citywire.co.uk
14/04/2008 – The March of the Financial Advice Aggregators
Wealth Briefing
07/01/2008 – It’s a Colourful life
New Model Advisor & Citywire
17/12/2007 – Winds of Change – Page 4
New Model Advisor & Citywire
03/12/2007 – Private Banks Look to Develop Offering Through IFAs
Wealth Briefing
31/11/2007 – Mercater and Whitehead to team up for fund of funds
Citywire.co.uk
02/09/2007 – Multi-Manager: An Increasing Presence in High Net Worth Portfolios
Wealth Briefing
01/09/2007 – Conviction Keeps Bridges Safe From Troubled Waters
Citywire Magazine & Citywire
08/08/2007 – Raymond James Adds Pension Wrappers to UK Platform
Wealth Briefing
08/08/2007 – Raymond James Extends Pension Wrapper Range
thewealthnet
08/08/2007 – Raymond James Ads Two New Wrappers
EUBankers
08/08/2007 – Raymond James Ads Two New Wrappers
Citywire
06/08/2007 – Argent Managers Buy Out Shareholders in Overhaul
New Model Adviser and Citywire
01/08/2007 – UK Wealth Partner Selects Raymond James Financial Services
Wealth Briefing
31/07/2007 – Argent Selects Partner for its Discretionary Management Service
EUBankers
23/07/2007 – Raymond James Revamps Wrap
New Model Adviser and Citywire
12/07/2007 – Private client investment manager selects Advent
EUBankers
12/07/2007 – Raymond James Upgrades Porfolio Management Tools
Wealth Briefing
12/07/2007 – Raymond James Opts for Advent
thewealthnet
26/06/2007 – Institute Role for Raymond James Financial Planning Head
Wealth Briefing
26/06/2007 – Highly Respected IFA Figure Appointed to CII Advisory Board
EUBankers
18/06/2007 – Adviser interview: Moving on up, with Stephen Evans of Evans Hart
Citywire
06/06/2007 – Evans Hart charges ahead with another buy-out
Citywire
14/05/2007 – Raymond James’ bond addition gives access to discretionary management
New Model Adviser and Citywire
09/05/2007 – Merchant Investors is the onshore bond of choice for Raymond James
Citywire
09/05/2007 – Raymond James Adds Onshore Bond Wrapper
EUBankers
09/05/2007 – Raymond James Adds Onshore Bond Wrapper
Wealth Briefing
19/03/2007 – Okells Mosaic Seeks to Put Risk in the Picture
New Model Adviser and Citywire
13/03/2007 – Former Tilney Director Goes it Alone
Wealth Briefing
12/03/2007 – Former Tilney Director Launches New Private Client Firm
thewealthnet
09/03/2007 – New Asset Management Service for Private Clients Launched
EUBankers
06/03/2007 – Merchant Investors reassesses its Sipp
Citywire
14/02/2007 – Budding UK wraps must look across the pond
Citywire
01/02/2007 – Big five under fire: UK Platform Group criticised by rival wrap providers
Citywire
01/12/2006 – Peter Moores Chief Executive of RJIS
WealthBriefing
22/11/2006 – Former Close, Coutts Dryden Veteran lanches new Wealth Management Firm
thewealthnet
22/11/2006 – Ex Coutts CIO Launches Wealth Manager - (Prospect)
WealthBriefing
22/11/2006 – Raymond James criticises fund supermarkets claim to 'free' service
Citywire & New Model Adviser
13/11/2006 – Money Management Awards
New Model Adviser
10/11/2006 – UBS extends to open architecture article (mention of RJIS)
WealthBriefing
08/11/2006 – Letter of the Week by:
Scott Taylor, Fee Based Solutions New Model Adviser
01/11/2006 – R James Criticises Fund Supermarkets
New Model Adviser and Citywire
31/10/2006 – Raymond James Reports Solid Growth
Wealth Briefing
27/10/2006 – Raymond James private clients help boost revenue to record levels
thewealthnet
26/10/2006 – Lifting the Lid on Wrap Charges
citywire
20/10/2006 – Raymond James adds another UK firm to client roster' (Evans Hart)
thewealthnet
12/10/2006 – Wealth Managers See Paradigm Shift – DH Comment
WealthBriefing
10/10/2006 – Raymond James Investment Services appoints new head of business development
thewealthnet
10/10/2006 – Raymond James adds another UK firm to client roster
thewealthnet
04/10/2006 – Raymond James Appoints Head of Business Development in UK
thewealthnet
04/10/2006 – Raymond James Appoints Head of Business Development in UK
WealthBriefing
26/09/2006 – How Open is Open Architecture?
Wealth Briefing
04/09/2006 – Cover Star: Working out with millionaires, Jason Butler of Bloomsbury
Citywire