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Unique client benefits

The unique potential of our global approach makes the difference to your investment experience. Your safety, your financial future, your personal treatment, your potential tax savings, and more…

Global Approach to Investments

Safety

Personal

Assured expertise and what about performance?

Discretionary Investment Management

A unique approach to capital gains and income recognition

Additional potential benefits of direct equity holdings

US Persons

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Global approach to investments

We believe a global perspective on investment can help protect against long-term deterioration of wealth. Indeed, it’s not difficult to see that it’s unlikely that investment performance in any one country will out-perform all other countries consistently over time. So, we try to potentially give you a better chance on average by investing globally.

Safety

Raymond James is a global investment company, but you will have direct access to and a personal relationship with your investment manager – either Leighton Bascom or Matthew Hogg and the team at Raymond James, London Road.

Personal

You will be able to speak with your investment manager directly and regularly.  Indeed, we request to have at least a quarterly personal review of your investments and objectives. Leighton Bascom says, “Raymond James helps me to serve my clients with a ‘make it happen and can-do attitude’ that puts clients first rather than company interests ahead of clients.”

Assured expertise and performance

The educational and professional qualifications at Raymond James, London Road are only the surface of the expertise that comes with serving you. Years of experience in investment markets, continuing professional training and on-the-job updating of our skill and knowledge continue to hone the performance and ability we have to help you meet your individual investment needs.

Discretionary investment management

Raymond James, London Road is home to discretionary investment managers with the necessary authorisation to manage investments ‘suited to you’ on a discretionary basis. Rather than using funds as the main vehicle for investment, we largely manage investments in direct equities on the UK and global stock markets, as well as publicly traded direct fixed income of well-known companies and countries, as appropriate.This may have certain benefits for our clients such as potentially lower costs, possible beneficial capital gains treatment, and other issues that we would be happy to discuss.

A unique approach to capital gains and income recognition

We’ll work with you each end-of-tax-year to attempt to mitigate recognised capital gains. What’s more, if you need income, we will also actively work to help you minimise recognised taxable income. Because we use direct investment in investments, we are often able to sell an investment at break-even or at a loss to generate income rather than specifically use income generating securities that will derive income with higher tax burdens.  We do not let tax ‘wag the dog’ so to speak, meaning that we do not try to structure investment portfolios for tax purposes to the detriment of investment performance.  However, we do try to work smarter for your benefit as appropriate. So, both potential taxable capital gains and potential income tax may be incurred.  We believe we have a straightforward and uncomplicated methodology that can help mitigate them.

Additional potential benefits of direct equity holdings

  • Potentially cheaper. By holding an investment portfolio of direct equity or fixed-income investments traded on the major exchanges, you have the potential benefit that your overall running costs are less than in a managed portfolio of funds.
  • Mitigation. Through holding actual company stock and debt of companies and governments, you have direct ownership and may have some benefit in the form of mitigating loss during catastrophic financial events.

US persons

We have US persons investment capabilities – please enquire if applicable.