Established in 2017, the investment boutique seeks to marry together the trust, experience and track record associated with an established firm, with the innovation and adaptability of a boutique.
Our aim is to deliver excellence to all our clients, with a proposition built on a quality interpersonal relationship and supported by consistently delivering on the cooperatively agreed investment mandate.
Founded by staff with extensive industry experience, a proven record of building strong client relationships and investment solutions, our emphasis is to deliver a highly personalised service, where the construction of portfolios is tailored to the precise needs of each client.
As our name suggests, we do not offer a generic, mass market service. Based in the Home Counties, but operating UK-wide, we specialise in looking after clients with investable assets in excess of £1.5m.
We seek to be operationally agile, taking advantage of the latest technology and fostering a proactive and timely approach to investment.
We have chosen to partner with a large institution, Raymond James. We operate as a independent branch of Raymond James Investment Services in the UK who provides us with our Financial Conduct Authority authorisation, alongside the quality back office, compliance and technology solutions that our clients would expect. Raymond James Investment Services is a wholly owned subsidiary of Raymond James Financial, Inc., which has worldwide assets exceeding $795 billion and with more than 7,800 wealth managers (as of March 2019).
The stewardship of our clients’ assets is equally important, Raymond James facilitate a relationship with Pershing Securities Limited (Pershing)*, Part of the Bank of New York Mellon Corporation, one of the world’s strongest financial institutions, with over $34.6 trillion in client assets under custody and/or administration (as of April 2019). Pershing provide our clearing, settlement and custody service.
It is important that The Investment Boutique reflects the values of its employees, so in addition to our emphasis on excellence, pragmatism and reliability, we also value philanthropy. The Investment Boutique is therefore proud to earmark up to 5% of the company’s profits each year for charitable causes.
*Pershing Securities Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.