The firm, based in Florida, operates via its international arm in a number of locations in the UK, as well as Canada, Belgium, France, Germany, Poland and Switzerland.
the wealth management firm whose parent is US-based, has opened a
new branch in Fulham, London. It is led by branch principals and
business partners Dasha Plotnikova and Max Scholey.
The new branch, which goes by the name "Raymond James, Fulham," will offer bespoke investment services across south-west London, while also servicing clients across the country.
Both Plotnikova and Scholey are Chartered Financial Analysts. Plotnikova started her financial career at Killik, working within the research team. Scholey, who began his career at Killik in 2013, has worked in client-facing roles for almost a decade.
Earlier this year, the firm opened a new branch in Truro, Cornwall, led by branch principal Simon Burnett. In 2021 it opened a branch in London's Barbican. It has also opened offices in London's Ropemaker Place and Manchester’s Spinningfields.
The US-based network provides plug-and-play business support for UK wealth advisories, either supporting them to establish their own boutique practice or giving FCA-authorised firms access to its investment platform.