About Us
Royal Exchange Investment Management is a private client investment management firm acting for individuals, trusts, charities and corporations.
Royal Exchange aims to continue and enhance the City of London’s traditional commitment to providing personal, truly bespoke investment management services. Royal Exchange managers focus on the interests of their clients above all others. Our senior people have worked together for over twenty years and have always looked to place the needs and interests of their clients first.
Our commitment to the very highest industry standards is offered to new clients and to our long-standing relationships. Many of our clients belong to multi-generational families served in some cases for almost a century by successive generations of our people.
This continuity and shared experience is reinforced through our partnership with Raymond James Financial Inc, one of the world's largest private client financial services corporations, providing clients with institutional depth and global resources.
About Raymond James Investment Services
Raymond James Investment Services Limited has been offering trusted advice and personalised wealth management solutions in the UK since 2001 and its parent company, Raymond James Financial, Inc. has been doing the same in the US for over six decades.
About Raymond James Financial
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 8,900 wealth managers (as at 30 September 2025) located in the US, Canada and the UK. These wealth managers service accounts representing total assets of approximately $1.73tn.
On 30 September 2025 RJF announced 151 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.
*stats correct as at 30 September 2025 unless otherwise stated.