About Raymond James
About us
Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has been doing the same in the US for over six decades.
Our culture
People-driven. We’re in the business of helping people achieve their dreams, support their families, grow their businesses and improve their communities. That’s true for clients, as well as our wealth managers and associates.
Values-based. Our culture is rooted in the values that were part of the foundation of the firm and have continued for over six decades. They are both characteristics that define Raymond James as a company and the shared attitudes of the people who make up the firm.
Future-focused. Complacency is the enemy of long-term success. As our business changes, as technology changes how we communicate, as people and their expectations change, we are committed to evolving our services, innovating our approach and growing our business while staying true to the core of who we are.
Raymond James in the UK
Raymond James Investment Services Limited has been offering trusted advice and personalised wealth management solutions in the UK since 2001. Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over six decades.
We provide tailored investment management and financial advice to individuals and their families. We also provide investment management services to charities. As part of the core Private Client Group of Raymond James Financial, Inc., we benefit from the size and scope of a well-established, profitable and diversified financial services firm. To find out more, go to the Raymond James UK website.
Our Parent Company
Founded in 1962 and a public company since 1983, Raymond James Financial Inc is a diversified financial services company, headquartered in Florida, USA.
Raymond James currently works with over 8,800 wealth managers (as at 30 September 2024) located in the US, Canada and the UK. These wealth managers service accounts representing total assets of approximately $1.54tn.
On 31 March 2025 RJF announced 149 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 RJF’s strength and stability.
*stats correct as at 31 March 2025 unless otherwise stated.
