Raymond James, Stanmore

Wealth Managers

For

Private Clients, Corporates, Charities and Trustees.

Welcome to Raymond James, Stanmore

Raymond James, Stanmore was founded to provide bespoke solutions to Private Clients, Corporates, Charities and Trustees.

We recognise that you have distinct requirements and thus require a customised approach to meet your needs. We offer access to global securities with broad range of assets and tax wrappers to meet your requirements.

We are dedicated to the interests of our clients, offering the professional guidance you need to help meet your financial goals.

*Please do refer to some of the comments from our clients under the testimonials tab.

As Unique as the People We Serve | Live Your Life | Raymond James

Raymond James wealth managers understand that investment decisions aren’t just about money, they’re about what that money can do for clients, their families and their communities.

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Wealth Management Practices

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Wealth Managers

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Client Accounts

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Client Assest

Stats correct as of 30 September 2024.

Our Services

Discretionary or Advisory Portfolio Service

This service is ideally suited for clients that do not have the expertise and/or the time to manage their portfolios.

Our Research Capability

The portfolios can consist of various classes of assets, such as equities, fixed income, real estate, Exchange Traded Products as well as specialist funds and alternatives.

Our Values

We put clients first

If we do what’s right for our clients, we believe the branch will do well and we’ll all benefit.

We act with integrity

We put others above self and what’s right above what’s easy. We believe doing well and doing good aren’t mutually exclusive.

We think long-term

We act responsibly, taking a conservative approach that translates into a strong, stable service for clients.

We value independence

We respect autonomy, celebrate individuality and welcome diverse perspectives, while encouraging collaboration and innovation.

PRESERVATION OF WEALTH REQUIRES A STEADY HAND

Investment Proposition

We believe that investing should be carefully considered and diversified to reduce risk.

Our multi-asset portfolios may invest in cash, direct equities, fixed income securities, exchange traded funds, investment trusts, open ended investment companies and unit trusts as well as real estate, mainly in the form of REITs. We may also include currencies, commodities and other alternatives to reduce overall risk.