Raymond James UK
Raymond James is a wealth management firm that provides investment services. Established in the UK in 2001, it aims to assist individuals in achieving their financial goals and supports wealth management professionals.
- Wealth management services
- Investment management platform
- Access to various asset classes
- Tax wrappers including ISAs and pensions
Locations
Digital Popularity
Popularity over time
Competitors
Killik & Co is an independently-owned wealth management partnership that has been helping families save, plan, and invest since 1989.
CFS Management is a London-based independent wealth management firm founded in 1994, providing innovative financial and investment solutions.
Independent Women is an independent advice firm specialising in financial planning, investment management, and personal tax advice for women.
Radcliffe & Newlands Wealth is a financial planning and wealth management firm that provides tailored investment services to both private and corporate clients.
Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.
Company Details
Raymond James UK is operated by Raymond James Investment Services Limited and is a Active company incorporated on 28 May 1999 with the registered office located in London, Greater London. Raymond James Investment Services Limited was registered 26 years ago.
Status
Active
Size
Large
Directors
10
Age
26 years old
Employees
256
Turnover
£88.35M
Total Assets
£50.35M
Cash in Bank
£26.94M
Total Liabilities
-£22.28M
Teams
158
67
30
27
23
6
6
Executive Assistant To CEO • Joined Sep 2022
Owner • Joined Jul 2003
Wealth Manager & Branch Principal • Joined Jan 2017
Investment Manager & Branch Principal • Joined Aug 2020
Principal Consultant • Joined Oct 2024
Chartered Wealth Manager & Branch Principal • Joined Feb 2015
Branch Principal And Investment Manager
Senior Investment Manager, Branch Principal • Joined Jul 2021
Senior Investment Manager & Branch Principal • Joined Jun 2023
Senior Wealth Manager - Branch Principal • Joined Jun 2021
Executive Assistant To CEO • Joined Sep 2022
Owner • Joined Jul 2003
Principal Consultant • Joined Oct 2024
Branch Principal
Chief Technology Officer • Joined Jan 2017
Manager, Head Of Compliance Governance • Joined Aug 2024
HR Business Partner • Joined Oct 2021
Manager • Joined Feb 2007
Marketing Executive • Joined May 2021
Marketing Executive • Joined Jul 2023
Chief Technology Officer • Joined Jan 2017
Digital Marketing Executive • Joined Mar 2023
Information Security Manager • Joined Jan 2020
Digital Marketing Manager • Joined Nov 2023
Head Of Practice Development • Joined Aug 2023
Manager, Operations Technical & Reporting • Joined Sep 2012
Information Technology Service Desk Team Lead • Joined May 2022
Senior Technical Project Manager (contract) • Joined Oct 2015
Integration Developer • Joined Dec 2022
Dynamics Developer • Joined Jan 2022
Branch Principal
Wealth Manager • Joined Dec 2013
Investment Manager • Joined Apr 2008
Investment Manager • Joined May 2015
Investment Management Executive • Joined Aug 2023
Chartered Wealth Manager • Joined Jul 2015
Senior Investment Manager
Trade Support & Settlements Manager • Joined Jun 2024
Business Analyst • Joined Feb 2023
Business Analyst • Joined Aug 2023
Branch Principal
Marketing Executive • Joined May 2021
Marketing Executive • Joined Jul 2023
Relationship Manager • Joined Mar 2021
Relationship Manager • Joined Oct 2023
Marketing Manager • Joined Dec 2015
Senior Marketing Executive • Joined May 2024
Client Services Executive • Joined May 2022
Executive Assistant And Business Coordinator • Joined Mar 2025
Manager, Business Support • Joined Jul 2022
Manager, Head Of Compliance Governance • Joined Aug 2024
Trainee Wealth Manager • Joined Jul 2023
Compliance Officer • Joined Apr 2022
Compliance Officer • Joined Sep 2023
Compliance Officer • Joined Jun 2023
Data Protection Advisor • Joined Mar 2024
Chartered Wealth Manager & Branch Principal • Joined Feb 2015
Senior Wealth Manager - Branch Principal • Joined Jun 2021
Brand Marketing Manager • Joined Jul 2023
Client Services Administrator • Joined Aug 2024
Office Assistant • Joined Oct 2014
Paralegal • Joined Jan 2024
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