About Raymond James

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 £18.9 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. 

Our parent company

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 8,800 wealth managers located in the US, Canada and the UK. These wealth managers’ service accounts representing total assets of approximately $1.56tn.

On 31 December 2024 RJF announced 148 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.

OUR CORE VALUES

CLIENT FIRST

CONSERVATISM

INDEPENDENCE

INTEGRITY

FINANCIALS & ACCOLADES AT RAYMOND JAMES

    • 8,800+ wealth managers
    • Over 3,100 locations (US, Canada and UK)
    • More than 3 million client accounts
    • $1.56tn in total client assets
    • Market Cap of $31.4bn

Raymond James Financial stats as of 31 December 2024.

RAYMOND JAMES UK BY THE NUMBERS 

  • 300+ wealth managers
  • 100+ wealth management practices supported
  • More than 50,000+ client accounts
  • £18.9bn in total client assets

Raymond James Investment Services stats as of 31 December 2024.

KEY STRENGTHS AT RAYMOND JAMES

Clients – Our client base drives us to provide innovative investment solutions. We consider our clients as part of our family.

Integrity – This is a key fundamental of our team and central to all decisions. Investing with integrity.

Longevity – The team excels in building long-lasting relationships spanning generations. As a result our client-base has remained loyal and stable throughout market cycles.

Experience & Expertise – We have circa 50 years combined investment experience, advising clients through bull and bear markets. The team strives to provide seamless execution, combined with outstanding advice and trading expertise.

Performance – We aim to achieve solid, long-term performance and thrive in challenging times.

OUR TEAM

Liz Kunzler

Chartered FCSI

Liz has worked in Private Wealth Management since 1993 and has over 22 year’s experience. Following a B.A. Joint Honours degree in French and Spanish with Economics at Bristol, Liz began her banking career at Morgan Stanley. Whilst mainly based in Private Wealth Management, she also enjoyed a few years on the Fixed Income trading floor. She advises high-net-worth private clients from a wide range of sectors. Within the team she is responsible for business development and business management. Liz is FCA registered, formerly Series 3 and Series 7 registered and also holds the PCIAM CISI Level 6 Certificate. She is a French and Spanish speaker and enjoys scuba diving, photography and travelling. She lives in London with her husband and two children.

Simon Burton

Chartered FCSI

Simon is a Branch Principal at Raymond James, Belgravia where he has responsibility for managing discretionary portfolios of private clients. He joined Raymond James in 2014 after previously having worked as a Client Advisor at 7IM looking after clients of IFAs and Financial Planners. Previous to that he was an Investment Advisor at Merrill Lynch, where he advised both domestic and international private clients. Simon began his career at Barclays Wealth as a relationship manager before joining Barclays Private Bank on their discretionary team. Simon is a Chartered Fellow of the Chartered Institute for Securities and Investments and has a BA in International Business Management from The University of Newcastle-upon-Tyne.

RAYMOND JAMES ACCOLADES

EQUITY RESEARCH – Raymond James Analysts received 15 awards in the 2015 StarMine Analysts Awards

Raymond James ranked among the most admired securities companies in the world by Fortune magazine.