Smart ideas about wealth
Wealth management
How we administer investment portfolios
We take administration of your assets very seriously. Security, efficiency and low cost are key elements of the service provided by our two strategic partners.
Raymond James Investment Services - settlement, dealing and ISA/PEP manager
Raymond James is one of the largest financial services groups in the USA and provides our portfolio administration platform as well as acting as plan manager for ISAs and PEPs. For added protection, our clients also become execution only clients of Raymond James.
Pershing - nominee and custody services
Legal ownership and custody of your assets is with Pershing Securities, the leading custodian and provider of nominee services in the UK. In 2003, Pershing became a wholly-owned subsidiary of Bank of New York, one of the largest financial services organisations in the world.
Bloomsbury thoughts
"Wall Street’s favourite scam is pretending that luck is skill."Ron Ross, Ph.D, The Unbeatable Market
Bloomsbury and the Bloomsbury logo are registered trade marks used under an exclusive sub-licence from Raymond James Investment Services Limited (RJIS). RJIS is a member of the London Stock Exchange and is authorised and regulated by the Financial Services Authority. Registered in England and Wales number 3779657. Registered Office 77 Cornhill London EC3V 3QQ.