Raymond James, St Andrews
Raymond James, St Andrews provides a local perspective with knowledge, expertise and guidance for your personal investment needs. Our offices are set in the beautiful North East Fife countryside in St Andrews at Blebo Tower and the Tower Office in Mount Melville House, providing a stimulating working environment for our professional team to administer and care for our clients’ portfolios. More importantly, the rural surroundings offer our clients a relaxed and welcoming atmosphere, ideal for private discussions about their portfolios.
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.
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.
All stats as at 30 September 2024
Our Values
Investment Philosophy
We combine Discretionary Investment Management with Holistic Financial Planning for private clients and trusts within the UK. We believe above average returns can be achieved using this active approach, as today’s environment sees economic events having more influence on asset prices than purely supply and demand forces.
Although we believe capital markets are efficient over the longer term, volatility over the shorter period often leads to inefficiencies and the opportunity for capital appreciation and profit.
We seek to use a number of independent strategies with their own unique drivers and different timescales to benefit from the market’s inefficiencies. Our investment process, with intuitive and timely action, seeks to capture profit and provide downside protection on portfolios. We believe in delivering real returns with fewer benchmark orientations, and to do this we use a research process that embraces unconventional thinking and seeks to uncover global opportunities.
Our Market Views
At the beginning of each year we hold several meetings to discuss the underlying themes and events that we believe will move and guide markets over the course of the year. At the end of each year we review our predictions to assess our accuracy against what moved the markets over its course. This helps us to align our understanding of macro factors affecting the markets as sentiment changes over time.
Click on the “2022 Predictions” to see how we positioned in 2022!