The Investment Boutique Information

As our name suggests, we do not offer a generic, mass market service, but rather a unique wealth management solution. 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 Raymond James to provide us with our Financial Conduct Authority authorisation, an established back office, compliance and technology solutions. Raymond James Investment Services UK is a wholly owned subsidiary of Raymond James Financial, Inc., with worldwide assets exceeding $896 billion and more than 8,000 wealth managers (December 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, Pershing is one of the world’s strongest financial institutions, with over $35.8 trillion in client assets under custody and/or administration (September 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 proud to earmark up to 5% of 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. The Investment Boutique is a trade name of Raymond James Investment Services Limited (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3779657. Registered office: Ropemaker Place, 25 Ropemaker Street, London EC2Y 9LY.