Key Corporate Data

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Raymond James Investment Services Limited (Raymond James) is a rapidly growing wealth management business, supporting 89 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 27,000 client accounts representing total client assets of £4.89 billion (US$7.61 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 6,500 wealth managers located in 2,600 offices in the US, Canada, the UK and overseas.

These wealth managers service more than 2.7 million client accounts representing total assets of approximately $500 billion*.

Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Its Registered Office is at Broadwalk House 5 Appold Street London EC2A 2AG. Registered in England and Wales No. 3779657.

Total Assets:
£4.89 billion (US$7.61 billion)

Number of UK Head Office Staff:
126

Number of Wealth Managers in UK Business:
209

Number of Locations in UK Business:
89

Number of Private Client Accounts:
27,000 +

Discretionary and Advisory Business Split (%):
80/20

Regulatory Body:
Financial Conduct Authority

Typical Minimum Discretionary Portfolio Size:
£250,000

Typical Minimum Advisory Portfolio Size:
£100,000

 

*Raymond James Investment Services and RJF stats as of 30 June, 2015