The development of an advice firm born in 2001

Raymond James first came to the UK in 2001. At the time, it was a bold new entrant, hoping to bring lessons from across the pond to a UK market in dire need of a shake-up. In the subsequent two and a bit decades, it has ridden the waves of change in the UK advisory landscape before becoming firmly part of the establishment in early 2022 with its takeover of blue-blooded stockbroker Charles Stanley. When it first arrived on these shores, having been founded in Florida in 1962, it was through a joint venture with Killik. Killik & Co had a 25% stake in Raymond James Investment Services, whi...