Compare The Platform: Raymond James (Unbundled)

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Raymond James (Unbundled)

Raymond James provides unique wealth management solutions for wealth managers and their clients. The Raymond James platform service offers access to a broad range of assets and tax wrappers. Raymond James offers three pricing models, tiered bundled, semi bundled and unbundled, enabling wealth managers to choose the right structure depending on their clients’ portfolio size and expected trading volumes.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPSJunior Pensions & SIPPSOnshore bondsOffshore bondsOther

Available investments

UK fundsOffshore fundsETFsITsEquitiesBondsOther
Research, Tools and Information
Tools & Resources
Raymond James Trading and Rebalancing Portfolio Management system. High quality institutional securities market and fund research from multiple providers. Reporting including TWR and MWR performance, and online 24/7 access to holdings and transactions via Investor Access. Investor account protection through Pershing Securities Limited. CGIX CGT calculator to minimise Capital Gains Tax liabilities.

Table of charges

Custody Charge0.15%
GIA account maintenance£50 + VAT per annum
ISA account maintenance£50 + VAT per annum
Funds & Crest trades£27 / trade
Overseas trades£25 / trade

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Products & WrappersInvestmentsResearch & GuidanceChargesOVERALL SERVICE