Wealth management firm Raymond James has unveiled a branch in Newcastle.
The new hub, named ‘Raymond James, Monument’, will provide investment services across the North East of England. The operation will be led by branch principal Gary Fawcett, who arrives at the firm after 23 years at Brewin Dolphin.
He is joined by chartered wealth managers James Carrick and Rob Brotherton, who spent seven and 23 years at Brewin respectively.
The trio will provide discretionary investment management and financial planning services to clients including individuals, companies and trusts.
In May, former Killik duo Dasha Plotnikova and Max Scholey joined Raymond James to set up a branch in Fulham.
Commenting on his appointment, Fawcett said: “I have always been a firm believer in putting clients first and finding personalised solutions to their situations, and so Raymond James was a perfect fit in terms of culture and aligning on this focus.
“What clients most want is honesty, trust, good value and expert advice, and that is exactly what James, Rob and I plan to focus on as we build and grow the branch.”
