Investment management in London
Investment management for individuals, pension schemes and trusts, based in London.
Our investment approach is founded on capital preservation and long-term growth, minimising volatility and achieving consistent growth for each client.
As a branch of Raymond James Wealth Management Limited, we have access to a network of global investment professionals, giving clients a genuinely global perspective.
Our dedicated and personal service is designed to identify each client's needs and incorporate them into their investment objectives.
Equerry Investment Management is a trading name of Raymond James Wealth Management Limited.
Raymond James Wealth Management Limited has been offering trusted advice and personalised wealth management solutions in the UK since 2001. Our parent company, Raymond James Financial, Inc., has been doing the same in the US for over six decades.
We provide tailored investment management and financial advice to individuals and their families, and also provide investment management services to charities.
We decide how to allocate your portfolio across investment categories using global research and external sources.
We apply a bottom-up approach to select the individual assets we invest in on your behalf.
We favour active managers with a strong record of success, or passive collectives where no such record exists.
Get in touch to find out how we can help manage your investments.