Raymond James, Chamberlain Square
Raymond James, Chamberlain Square is a branch of Raymond James Investment Services Limited (Raymond James). We are a boutique wealth management firm, offering bespoke investment management solutions.
As part of Raymond James, our back-office support includes FCA authorisation, professional indemnity cover, account opening, asset transfers, trading systems, research tools, technology support, client reporting, compliance and ongoing supervision.
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.
About Raymond James
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*.
Raymond James administers your accounts, and we have an arrangement with BNY Pershing to act as custodian for your investments. BNY Pershing is part of Bank of New York Mellon – one of the largest custodians of financial assets in the world, with $52.1tn in client assets under custody and/or administration. BNY Pershing is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.
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.
*All Raymond James stats correct as of 30 September 2024.
Our parent company
Founded in 1962 and a public company since 1983, Raymond James Financial Inc is a diversified financial services company, headquartered in Florida, USA.
Raymond James currently works with over 8,700 wealth managers located in the US, Canada and the UK. These wealth managers’ service accounts representing total assets of approximately $1.57tn*.
On 30 September 2024 RJF announced 147 consecutive quarters of profitability. This milestone is a reflection of our parent company’s long-term vision and conservative business approach, as well as a testament to RJF’s strength and stability.
*All Raymond James stats correct as of 30 September 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 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 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 Raymond James,Chamberlain Square, a branch of Raymond James Investment Services Ltd. The aim was to build a boutique investment management practice dedicated to meeting the needs of 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.