About Raymond James

About Raymond James Investment Services

Raymond James Investment Services Limited (Raymond James) is a rapidly growing wealth management business, supporting over 100 independent practices that represent a mix of private client investment managers and investment focused financial planners located throughout the UK. We commenced operation in the UK in 2001 and now have over 45,000 client accounts representing total client assets of £14.3 billion.*

The security of your assets is of utmost importance. Raymond James administers your accounts, and we have an arrangement with Pershing Securities Limited (PSL) to act as custodian for your investments. Pershing is part of the Bank of New York Mellon – one of the largest custodians of financial assets with $46.6tn in client assets* under custody and/or administration.** Pershing Securities Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.

Pershing Securities Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.

Raymond James Financial

Raymond James Financial, Inc. is a diversified financial services company founded in 1962 in St. Petersburg, Florida, USA, and has been a public company since 1983 (NYSE: RJF; market cap $20.1bn).

On 31 March 2023, Raymond James Financial announced 141 consecutive quarters of profitability. This milestone is a reflection of our parent company’s long-term vision and conservative business approach, as well as a testament to its strength and stability. Raymond James’ diversified business model and commitment to client service has allowed the firm to reach this achievement – over and over again – despite sometimes tumultuous markets.

Raymond James Investment Services is a wholly owned subsidiary of Raymond James Financial and part of its core Private Client Group. Raymond James has over 8,700 wealth managers located in more than 3,100 offices in the US, Canada, the UK and elsewhere overseas. These wealth managers service more than 3 million client accounts representing total assets of approximately $1.22tn*.

Raymond James is a Fortune 500 company.

*Raymond James Investment Services and RJF stats as of 31 March 2023
**Pershing Securities Limited stats as of 31 March 2023