As a commercially independent branch of Raymond James we have access to globally acclaimed research, an award winning investment platform and technical solutions, with the support of a recognised and trusted international brand. This allows us to deliver bespoke wealth management solutions locally, to private clients and trusts, with a global advantage.
Raymond James is an internationally renowned financial institution, allowing us to have a global advantage with local perspective.
We are experienced and qualified in providing both Discretionary Investment Management and Financial Planning Services.
For further information on any of our services, get in touch with one of our experts at Raymond James, St Andrews.
The clients that come to us value our unique investment process and the clarity of our investment decisions.
We have the passion and freedom to think for ourselves and to be creative in a world of financial uncertainties.
Being intuitive and resilient means we are able to create investment themes that provide diversification through markets, currencies, geographies and traditional asset classes.
This allows us to deliver a more robust process, one that we believe is able to withstand shocks and grow stronger.
Making decisions is a key element in delivering performance to our portfolios.
We have built up a wealth of experience and expertise dealing with capital markets spanning over 20 years.
Working closely with clients to understand their aims and aspirations is crucial in maintaining long lasting relationships.
We believe clients are looking for consistent returns with downside protection to limit risks. We aim to achieve this by executing an active disciplined approach that addresses both risk and return.
We advocate collaboration and teamwork and have an open, approachable style. Having autonomy as an office allows us to be active and adaptive and with this comes the flexibility to be innovative and timely with client portfolios. We benefit immensely from working closely with colleagues and personnel who are part of Raymond James and its subsidiaries. We are continually inspired by the Raymond James culture, which puts clients and the brand first.
Our Team:
Scott C Edmiston BSc MCSI, Cert PFS: Branch Principal & Investment Manager;
Scott began his career in financial services over 25 years ago gaining experience working with both clients and advisers initially through Zurich Financial Group and latterly as a Partner of Positive Solutions. He graduated with a General Business degree from Heriot-Watt University and holds qualifications with the Chartered Institute for Securities & Investments (CISI) and The Chartered Insurance Institute.
Email: Scott.Edmiston@RaymondJames.com
Claire McLetchie MA ASIP: Head of Branch Research;
Claire graduated from Glasgow University in 1990 with an honours degree in Political Economy, and started her career with Standard Life Investments (SLI) in Edinburgh. Claire specialised in Asia Pacific markets including Japan and India, managing unit trusts and pension funds of circa £900 million with responsibility for both stock selection and asset allocation. As an Investment Director, Claire opened the SLI office in Singapore before relocating to Hong Kong in 2001. She joined Munich Ergo Asset Management (MEAG) Hong Kong in 2006 as Investment Director and the Association for Sustainable & Responsible Investment in Asia (ASrIA) as Executive Director in 2008.
Email: Claire.Mcletchie@RaymondJames.com
Phil Nolan BAcc (Hons) Chartered MCSI: Investment Manager;
Phil has 13 years experience in the financial services industry. He graduated from Dundee University in 2004 with an Honours degree in Accountancy and began his career in financial services in an investment research and analysis capacity in 2005. Phil holds qualifications with the Chartered Institute for Securities and Investments (CISI) and The Chartered Insurance Institute.
Email: Philip.Nolan@RaymondJames.com
Stuart MacPhee LLB(Hons) MSc: Assistant Portfolio Manager;
Stuart graduated from Strathclyde University in 2013 with an Honours degree in Scots Law after which he then successfully completed his Diploma in Legal Practice. Following many years of personal interest in stocks and shares, he then decided to pursue a career in Investment Management and completed his Masters degree in Investment and Finance. He also has experience in personal taxation having worked in HMRC’s Personal Tax office in Glasgow for 3 years. Stuart joined the team as an Assistant Portfolio Manager after a short period with BNP Paribas.
Email: Stuart.Macphee@RaymondJames.com
Alexander Knox DipFP: Private Client Associate;
Alexander has experience working with H & R Block Tax Accountants Australia ranging from building client relationships to managing multiple branches. Alexander has returned to Scotland with his young family and is pursuing his interest in investment management. He holds a diploma of Financial Planning from the Kaplan Institute (Aus) and studied International Relations with Economics at St Andrews University. Alexander works with the team as a Private Client Associate.
Email: Alexander.Knox@RaymondJames.com
Suzanne Akers BA(Hons) PG DIP: Admin;
Suzanne graduated from The Robert Gordon University in 1996 with an honours degree in European Business Administration with Languages, followed by a Post Graduate Diploma in Marketing in 2002. She worked in the Oil & Gas industry for several years before pursuing a career in banking and finance.
Email: StAndrews.RJUK@RaymondJames.com
Putting clients first in all that we do is at the heart of our branch.
We believe in looking after clients’ money as if it was our own. Striving to do this with open dialogue and building trust through relationships that span decades rather than years.
Our clients tell us that working with us is surprisingly straightforward and our approach to client relationships is different and refreshing. Our clients feel they can trust us, and this is evident; over the past 10 years, we have retained 100% of our clients.