Our Offering
As well as working with a diverse range of different client types, we are able to support your investment needs:
UK
We manage investments for all types of accounts including ISAs, SIPPs, QROPS, trusts, charities, corporates and individuals.
International
Being able to offer access to an offshore and onshore custodian. We have experience in managing global portfolios in multiple currencies including £, $ & €.
US
We are able to offer US custody enabling us to provide investment services to people who are no longer residing in the USA but still need US brokerage facilities.
Our Clients
At Raymond James, Embassy Gardens, our clients are at the heart of everything we do.
These clients include:
- Private clients with investment management needs
- Female clients with a specific investment need and style.
- Charities – endowment needs.
- Business owners
- Individuals with pension / estate / investment needs
- Corporations with significant cash balance
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