Raymond James firm merges with multi-asset specialist IPS Capital
Combined business will have assets under management of more than £600m
Combined business will have assets under management of more than £600m
Agreement gives Raymond James’ advisers access to Wellington’s Ucits fund range
Raymond James pushing to increase the number of females in wealth management
Supply-side reform will need to be top of the agenda if countries and regions expect to outperform in 2018, according to Raymond James’s European strategist.
Raymond James is opening a branch in Oxford led by three former Brewin Dolphin wealth managers.
Alliance Bernstein (AB) has forged a distribution partnership with Raymond James’ UK wealth management arm, allowing clients to access nine strategies on its platform.
The dismantling of Dodd-Frank will give European banks with ties to the United States a competitive advantage and could influence other nations to adopt a more competitive regulatory scheme.
Neptune is to launch a discretionary fund management business in partnership with Raymond James Investment Services under the moniker Equester Capital Management.
Michael Ast has been hired as head of investment at Buckingham Street Capital, the discretionary investment management joint venture set up last year by Aspinalls and Raymond James.
Raymond James has announced an additional bundled pricing model for its administration platform, which it believes enables wealth managers to segment their client base and manage portfolios for various clients through one platform.