Press Releases
4/03/2013 – Charlotte Square celebrates 10 years with senior addition investment team recruit
14/02/2013 – Raymond James says investors should be the main focus of an adviser protocol, not business
11/02/2013 – Principal Global Investors Funds joins the Raymond James platform
04/12/2012 – Raymond James survey finds CIPs prevalent among targeted advice models but risk controls still a concern
05/11/2012 – Raymond James Adds Hermes Fund Mangers’ UCITS Fund Range To Platform
03/07/2012 – The HSBC Onshore Investment Bond is now available to wealth managers and their clients on the Raymond James platform
19/01/2012 – Raymond James Financial acquires the outstanding stake in Raymond James Investment Services from Killik & Co
12/01/2012 – Raymond James provides their wealth managers new liquidity tools to compete with private banks
07/11/2011 – Advent OMS Integrates with Proquote RSP Service
24/10/2011 – Raymond James further improves transparency and reporting for their wealth managers through Prestwood partnership
10/10/2011 – Intelliflo Launches Raymond James Valuation Service
04/10/2011 – Raymond James to grow open architecture platform
20/04/2011 – Robin Francis, formerly of TRW Investment Management, opens a Raymond James practice in west London
01/04/2010 – Worldtrack launches its UK ETF advisory business
24/03/2010 – James Chandler, Raymond James Investment Adviser in Hessle, East Yorkshire
19/01/2010 – The launch of EIM
01/09/2009 – Former Senior Investment Director at Rensburg Sheppards joins Raymond James
17/06/2009 – Buzzacott Financial Services Selects Raymond James as Platform Partner
17/06/2009 – Vanguard Funds Now Available on the Raymond James Platform
07/05/2009 – Conforto Signs With Raymond James as Platform Partner
30/01/2009 – Raymond James Strengthens UK Business Development Team to Continue Growth Trend
15/12/2008 – MASECO Financial Selects the Raymond James Platform
16/10/2008 – Robert Reid Receives Widows 2008 ‘Lifetime Achievement Award’
14/07/2008 – Raymond James Investment Services Announces Select Alliance Program with Morningstar
07/08/2007 – Raymond James Adds Protected Rights and Section 32 Pension Wrappers
27/07/2007 – Argent Selects Partner for its Discretionary Management Service
11/07/2007 – Raymond James Selects Advent in the UK
25/06/2007 – Vice President of the PFS Joins the Board of the CII’s Faculty of Life and Pensions
08/05/2007 – Raymond James Adds Onshore Bond Wrapper to Its Platform
09/03/2007 – Philip Okell launches Mosaic Money Management
07/02/2007 – Raymond James encourages industry wide discussion on asset transfer protocols
21/11/2006 – Something “New” in Wealth Management: a Quantitative, Model Based Approach Designed for Outperformance.
19/10/2006 – Evans Hart, A London Based Financial Planning and Investment Management Firm, Selects the Raymond James Platform
03/10/2006 – Raymond James Investment Services Appoints Head of Business Development