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Raymond James

  • Wealth Manager
  • Investment Manager

Our charity specialists help hundreds of charities fulfil their missions today while building sustainably to meet the needs of tomorrow. Our aim is to help you deliver on your purpose and support your causes for many years to come.

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

About Raymond James

Raymond James is one of the UK’s leading wealth management firms and is as unique as the people it serves.

Our charity specialists help hundreds of charities fulfil their missions today while building sustainably to meet the needs of tomorrow. Our aim is to help you deliver on your purpose and support your causes for many years to come.

They provide a range of investment management services to 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 and we have earned a reputation for a high-quality bespoke investment service. 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.