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Raymond James

  • Wealth Manager
  • Investment Manager

Raymond James Wealth Management Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 1903304.

  • Operates: UK Wide
  • Based: UK Wide
  • Founded: 1994

About Raymond James

Raymond James is one of the UK’s leading wealth management firms, providing a range of investment management services to charities. Our specialists have earned a reputation for meeting the investment needs of charities of all sizes and sectors including, medical, educational, religious orders and diocese, grant-giving and more. Above all, it is the personal relationship between investment manager and the charity that really sets us apart. We don't use Relationship Managers so you can be confident that the person you are speaking to is the same dedicated investment manager and team who are looking after the charity's investments.

Charity funds offered

Available products and minimum investment by fund type.

Charity pooled fund

£150k

Minimum investment

  • Advisory
  • Discretionary
  • Execution Only

Segregated mandate

£150k

Minimum investment

  • Charity clients790
  • Total assets£1.18bn
  • Advisory
  • Discretionary
  • Execution Only

Get in touch with Raymond James

Send a direct enquiry to Raymond James. We pass it on through Charity Intelligence so we can follow up and make sure you got a useful response.

Your enquiry and contact details will be shared with Raymond James.