The investment management team at Raymond James, London Road has long and extensive experience in the potentially lower risk and potentially greater return from international investing. We draw our education and experience from internationally recognised and accredited educational and investment institutions. This lends a unique perspective to clients who desire the potential protections and potential return profiles of global exposure for their investments.
Leighton T. Bascom is an investment manager and branch principal managing individual and institutional investment mandates, and is responsible for the overall running of Raymond James, London Road.
Prior to joining in 2003, Leighton was Senior Vice-President – Investments from 1993 at Prudential-Bache Securities (part of Prudential Securities (US) which later became Wachovia) in London where he managed or advised on segregated investment portfolios. Prior to this, he spent five years at PaineWebber, Boston (now UBS). Leighton holds a Bachelor of Science degree in finance and an MBA both attained at Brigham Young University (Utah, US).
Outside of Raymond James, London Road, Leighton is President of the Southeast Branch of the Chartered Institute for Securities & Investment (CISI). With over 1,000 members, it’s the leading professional body for securities, investment, wealth and financial planning professionals.
He is also UK and Europe Director for the Brigham Young University Management Society (BYUMS), a business association with over 2,500 members in the UK and Europe.
With his training and background in the U.S., Leighton brings a unique perspective to global investing in London that many U.K. and European investment managers may not share. Further, with clients throughout the world; specifically the UK and US, he gets first-hand understanding of the risks posed to clients by country-specific concentrated portfolios. Leighton has presented numerous investment seminars with particular emphasis on global securities investment.
“I believe my family and my faith are the foundations for success and happiness,” says Leighton, who between his investment management career and long-time volunteer service to his local church, lays that foundation with his wife, Donna, and their four children.
Matthew Hogg is an Investment Manager and Chartered MCSI managing client accounts as well as much of the operations side of Raymond James, London Road.
Prior to joining in 2006, Matthew was with Prudential-Bache Securities (part of Prudential Securities (U.S.) which later became Wachovia) in London from 1997 where he primarily managed account relationships. He then spent a year with Fidelity working in their defined contribution pensions team before moving to Mourant ECS Trustees Limited. There he was responsible for monthly share purchases of over USD $5 million in relation to corporate employee share schemes.
With his background in client facing roles, Matthew understands the importance of treating everyone as an individual. At Raymond James, London Road, he still focuses on relationships but also manages client accounts. He works with existing and prospective clients to identify and understand their goals, then discussing ways to reach them. Matthews aim at Raymond James, London Road is to deliver an individual service in an increasingly homogenised industry.
About 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.