Transparency and good communications are at the core of our highly personalised service to each of our clients. You will receive regular reporting (including a secure online portfolio valuation service) with other scheduled day to day contact via post, email, telephone and in person. The frequency of contact will be determined by you.
Impromptu requests or queries are actively encouraged and responded to in a timely manner. Similarly, we are proactive in our efforts to keep you up to date with matters associated with your investments.
We are always respectful of you as well as our duties managing your money. Often, the portfolios we manage represent a core element of our clients’ total wealth so we have a number of important duties, and you can be assured that we take these responsibilities very seriously.
Equerry Investment Management (Equerry) is a branch of Raymond James Investment Services which has operated in the UK since 2001 and provides dedicated support that allows wealth managers to concentrate on what they do best: creating bespoke financial solutions to meet each client’s needs.
Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over six decades. As part of the core Private Client Group of Raymond James Financial which was founded in 1962, we are part of a well-capitalised and diversified financial services firm. For more information, visit the Raymond James website.