Raymond James, Chamberlain Square
Raymond James, Chamberlain Square is a commercially independent branch of Raymond James Investment Services Limited (Raymond James). We are a boutique wealth management firm, offering bespoke investment management solutions.
Raymond James provides full back office and regulatory support, including FCA authorisation, professional indemnity cover, account opening, asset transfers, trading systems, research tools, technology support, client reporting, compliance and ongoing supervision.
Raymond James has an arrangement with Pershing Securities Limited to act as custodian for our clients’ investments. This allows us the best of both worlds; the backing of a large financially sound organisation ensures security of client assets, while we maintain the autonomy and commercial independence of a boutique, and with this the freedom to invest in the whole of the market.
The benefit to our clients is that we can spend our time doing what we do best: looking after our clients’ interests and managing their money effectively.
Raymond James
Raymond James Investment Services Limited (Raymond James) is a rapidly growing wealth management business, supporting over 100 commercially independent practices that represent a mix of private client investment managers and investment focused financial planners located throughout the UK. We commenced operation in 2001 and now have over 50,000 client accounts representing total client assets of £17.43 billion.
Raymond James is a wholly owned subsidiary of Raymond James Financial, Inc., a diversified financial services company headquartered in Florida, USA. Raymond James Financial is a public company listed on the New York Stock Exchange with over 8,700 wealth managers. These wealth managers service accounts representing total assets of approximately $1.45tn*.
*All Raymond James stats correct as of 31 March 2024.
Graham Lucas
Graham graduated from Oxford Polytechnic (Oxford Brookes University) in 1990 with a 2:1 Honours degree in Urban Estate Management and initially pursued a career in Chartered Surveying before moving in to the financial services sector in 1993. Graham built up his experience as an IFA before specialising in Discretionary Investment Management in 2001.
Having helped to build a successful business at BDO Stoy Hayward, Graham joined Kleinwort Benson in 2006 to set up and run their new Birmingham office. In 2013, Graham established the Chamberlain Square branch of Raymond James Investment Services Ltd. The aim was to build a boutique investment management practice dedicated to meeting the needs of ultra high net worth clients. Graham uses the experience of top tax planning practices and his private banking experience to provide a unique proposition to his clients.
During his time in the industry, Graham has championed the need for bespoke investment solutions tailored to individual client needs. He is opposed to the homogenisation of investment solutions and the packaging of investments which can result in compromised outcomes for clients.
Graham is married with two sons. His interests predominantly involve sport, music and the theatre. Graham is a keen skier and a frustrated guitarist.