Celebrating our 10th annual conference, we revealed our two major new wealth management trading enhancements.
Raymond James Financial reported net revenues of $1.2 billion and net income of $104.6 million for the second fiscal quarter ended March 31, 2014
Raymond James Client Opinion Survey shows growing number of investors are moving away from institutionalised model in favour of a bespoke approach
Raymond James CEO Paul Reilly discusses first quarter results and the state of the markets on Fox Business Network.
Fiscal Year Starts with Record Quarterly Net Revenues and Pretax Income
Global Private Client Group CEO Chet Helck has decided to retire as an officer and director.
Chris Redman, formerly Investment Director of Collins Stewart and Gerrard Investment, has joined Raymond James Investment Services (Raymond James), establishing his investment management practice in Faversham, Kent.
Raymond James, a leading investment management company, reports that it is seeing increased demand from wealth managers for pricing flexibility, trading on a real time basis and easy access to online reporting in order to meet growing client appetite for breadth of choice, simplicity and transparency.
Raymond James Financial (RJF) today announced the appointment of Peter Moores, CEO of Raymond James Investment Services, Ltd. (RJIS), to the role of United Kingdom Country Manager. Moores retains his position with RJIS and now also oversees all Raymond James’ businesses in the UK including wealth management and capital markets.
Charlotte Square, the Edinburgh-based investment management boutique led by principal William F Forsyth, announces the appointment of Kris Barclay as a senior addition to the investment team in the year in which the firm celebrates its 10th anniversary. Mr Barclay will play a significant role in the further development of Charlotte Square and joins the firm with 14 years’ experience at Brewin Dolphin, most recently as an associate director.
On the first anniversary of the High Court win, Raymond James Investment Services (“Raymond James”) calls on the industry to put the clients’ interests at the heart of an advisory protocol.
Raymond James Investment Services (“Raymond James”) is pleased to announce that the firm now offers the full range of Principal Global Investors Funds (“Principal”) to UK investors through the Raymond James platform.
The results of a recent Raymond James survey of Chartered Financial Planners at the recent Personal Finance Society (PFS) annual conference reveal a strong trend among wealth managers for client segmentation (82.9%) coupled with an equally strong trend (82.1%) towards the adoption of Centralised Investment Propositions (CIP) to meet the needs of their clients.
Raymond James is the first UK wealth manager to distribute Hermes Fund Managers’ UCITS fund range through its Platform. This will provide discretionary fund managers and fund selectors with access to Hermes’ top performing Dublin domiciled UCITs funds.
The launch of the HSBC Onshore Investment Bond (“the Bond”) provides Raymond James users with HSBC’s innovative bond wrapper, allowing wealth managers to manage clients’ assets using Raymond James’ technology and whole of market access to investments.
(LONDON) Raymond James Investment Services Ltd (Raymond James) comments on the decision by Mrs Justice Cox DBE handed down today, 14 February, 2012: Towry EJ Ltd versus Raymond James and the seven advisers affiliated to it.
Raymond James Financial, Inc (RJF) the diversified financial services company headquartered in St Petersburg, Florida, USA, now owns 100% of UK subsidiary Raymond James Investment Services (RJIS) following the acquisition of Killik & Co’s 25% stake in the UK private client wealth management business.