Helping you to live your life
Raymond James, Chichester was established in 2020 by a dedicated team of investment professionals to manage investment portfolios for private individuals, their family trusts, pensions and charitable foundations, as well as individual charities. Committed to providing truly bespoke portfolio management, along with exceptional client service, our team has in excess of 100 years’ experience between them.
Successful multi-generational wealth transfer has become a more complex issue than ever before, as people are now far more aware of ESG (Environmental, Social and Governance) matters. We also see families with a greater interest in charity and philanthropy, and we have successfully set up charitable foundations as part of multi-generational wealth transfer.
We will work alongside your other advisors, and we can also introduce you to a panel of professionals, with whom we have long-standing relationships, and who cover the following areas:
- Accountancy
- Banking
- Independent Financial Advice
- Land Agency
- Legal
- Valuation & Antiques
Whether it is multi-generational, inter-spousal, ESG or an individual client, the need for a truly bespoke service is now more important than ever, particularly with complex markets which are rapidly changing as the world becomes more connected, economically, socially, and culturally.
About Raymond James
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. With more than 300 wealth managers, we now have over 50,000 client accounts and look after more than £18.18 billion in client assets in the UK.
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.
Raymond James UK Head Office is in the heart of London’s financial district, in the City of London. We are situated at Ropemaker Place, Ropemaker Street, London, EC2. We will continue to meet our London based clients at Head Office in the City. We will meet our other clients at the Chichester office, in the heart of Chichester, or at their homes.
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 8,700 wealth managers located in the US, Canada and the UK. These wealth managers service accounts representing total assets of approximately $1.57tn.
On 30 September 2024 RJF announced 147 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.
*Raymond James Investment Services and RJF stats as of 30 September 2024
Corporate Responsibility
Raymond James is committed to its mission to be a financial services firm as unique as the people we serve, transforming lives, businesses and communities through the power of personal relationships and professional advice.
The Raymond James Corporate Responsibility report illustrates our commitment to four pillars: cultivating a people-first workplace, making sustainable business and operational decisions, giving back to the communities in which we live and work, and maintaining our long-standing dedication to strong corporate governance.
