We are motivated by one thing; achieving the best possible outcomes for our clients.
We will utilise every aspect of our skills, knowledge and integrity to deliver on this objective. Where we feel we need to utilise the services of a third party for your benefit, we will tell you. If we feel that we cannot meet your expectations, we will tell you.
We are committed to providing the best possible client experience. We will always be open and honest in our communications with you. We want our clients to have absolute trust in what we say and do.
We do not provide homogenised investment solutions where your investments are grouped together with many others under a packaged discretionary management service or a fund.
We provide bespoke investment solutions and will not apply artificial constraints on the asset allocation of your portfolio, which might compromise the performance. By optimising the asset allocation of your portfolio, we increase the chances of meeting your expectations.
Our clients have accumulated significant wealth and trust us to look after their interests. We work hard on their behalf and we are gratified that this is reflected in the references that our clients are prepared to give us. If you would like to discuss how Raymond James, Chamberlain Square may be able to assist you, we would be happy to provide you with references from our existing clients, so that you can be reassured that we do what we say we do.