Raymond James Investment Services
Raymond James Investment Services Limited has been offering trusted advice and personalised wealth management solutions in the UK since 2001. Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over six decades. With more than 300 wealth managers, we now have over 50,000 client accounts and look after more than £18.18 billion in client assets in the UK.
We provide tailored investment management and financial advice to individuals and their families. We also provide investment management services to charities. As part of the core Private Client Group of Raymond James Financial, Inc., we benefit from the size and scope of a well-established, profitable and diversified financial services firm. To find out more, go to the Raymond James UK website.
Stats correct as at 30 September 2024.
All stats correct as at 30 September 2024.
Raymond James Financial
Founded in 1962 and a public company since 1983, Raymond James Financial Inc is a diversified financial services company, headquartered in Florida, USA.
Raymond James currently works with over 8,700 wealth managers located in the US, Canada and the UK. These wealth managers service accounts representing total assets of approximately $1.57tn.
On 30 September 2024 RJF announced 147 consecutive quarters of profitability. This milestone is a reflection of our parent company’s long-term vision and conservative business approach, as well as a testament to RJF’s strength and stability.
Stats correct as at 30 September 2024.
All stats correct as at 30 September 2024.
Branch Principal
Kamal Haria Chartered FCSI
Over the last 25 years, educating clients and their families on the risks and merits of investing over the medium to longer term has been one of Kamal’s priorities. Kamal understands clients aspiration to become financially independent to help them fulfil their dreams without financial worries. He believes that long term relationships are based on an in-depth understanding of his client’s financial position and aspirations.
Kamal’s strength has always been his service to clients. He is highly experienced in managing client portfolios and currently looks after senior executives of listed companies, partners of accountancy and law firms, technology & healthcare executives and SME’s (Small and medium-sized enterprises). This includes managing their dealing, pension and investment ISA accounts, trustee assets, charities with income needs as well as corporate funds.
Regular commentary on financial markets and relevant interesting themes have been Kamal’s strengths.
There are several financial models that have been developed by Kamal to help him with his research on market risk and securities for his global portfolios.
Prior to setting up his branch in November 2014 as part of Raymond James, Kamal worked as Head of Asset Management and chaired the Asset Allocation and Investment Committee at Daniel Stewart. As chair of the committee that consisted of analysts and economists, he ensured that all assets and investments selected for discretionary and advisory portfolios were thoroughly researched and discussed before selection and implementation.
He also held a Senior Asset Manager post at Collins Stewart (now part of Canaccord Genuity). His role was to manage discretionary portfolios for ultra-high net worth clients and provided them with wealth management advice. The portfolios ranged from £2m to £15m.
If you wish to know more Kamal will be delighted to have a chat with you to provide a brief on his style of management.
He is a Chartered Fellow and Chartered Wealth Manager of The Chartered Institute for Securities and Investments.