Welcome to Raymond James, London CityPoint
We are a branch of Raymond James Investment Services based in the City of London, looking after investment portfolios for clients directly as well as external professionals through their own dedicated investment manager. As part of our core ethos, we are looking to build long-term relationships with our clients to ensure that there is a seamless transition from one generation to the next.
We specialise in building bespoke portfolios for private clients, trusts, pension funds, offshore bonds, charities and professional advisers. We aim to deliver consistent performance above and beyond industry benchmarks taking into account each clients risk profile.
If you are interested in finding out more, please get in touch or explore our website to see how we may be able to help.
Working with a Raymond James Wealth Manager
We are dedicated to the interests of our clients so that we can offer you the professional guidance you need, to help meet your financial goals.
What makes us different?
We offer truly bespoke discretionary management services. Benefitting from being part of a global financial services firm but offering a boutique, client-centric family office service, our priority is fully understanding exactly what your expectations and requirements are, taking into account timescale, attitude to risk and any personal preferences. To make sure any changes are fully understood, we recommend meeting personally at least once a year or as often as you would wish.
