As a branch, with nearly 30 years industry experience we are able to offer impartial, independent and unconstrained investment advice and management with the support of a global, diversified financial services company. As a result this enables us to be nimble, providing you access to an Investment Management company that affords you options, flexibility and transparency. Service driven not volume driven. Choice over commonality.
Working for you and your advisors in delivering a highly personalised investment management service, being innovative, taking time to understand your personal financial position and identifying how much risk is appropriate for you rather than to meet a predetermined solution.
Portfolio Construction
The structure of an appropriate asset allocation which meets your needs and desired risk. The resultant underlying investments are personally selected by the branch, drawing on the comprehensive research resources of Raymond James both in the UK and USA and further top tier institutional analysis.
Direct and Collective Investments
Whether within a globally diversified portfolio or a specific agreed mandate, the underlying investments can consist of domestic and international direct equity and fixed interest content, encompassing our best long and short term trading ideas in the UK, North America and Europe. This can complement a core global collective based approach, through Unitised funds, Exchange Traded Funds and iShares.
Portfolio Management & Oversight
Active, hands-on portfolio management with a focus to ensure that your objectives are being delivered in all market conditions that investing in financial markets and the global economy bring. This is combined with ongoing monitoring and analysis of all the key investment ratios and extended performance data relevant to your portfolio. All delivered with an understanding of the ever increasing focus on costs and charges.