How We Work – Raymond James Oxford

NEEDS AND OBJECTIVES

We will listen. Our approach revolves around taking the time to understand your needs, for today and tomorrow, for you and your loved ones

PERSONAL AND FINANCIAL POSITION

We will ask. The more we know about you, the better we can help.

ATTITUDE TO RISK

We will understand. Knowing how much risk is appropriate for you is essential. Our three dimensional risk profiling ensures we match your needs accurately.

RECOMMENDED INVESTMENT SOLUTION

We will structure an appropriate asset allocation that is tailor made to meet your individual needs, circumstances and risk profile.

PORTFOLIO CONSTRUCTION

We will not delegate our duty of care. We will personally select each component of your bespoke portfolio, drawing on the award winning and comprehensive research resources of Raymond James and top tier institutional analysis.

REGULAR REVIEW AND PERFORMANCE MEASUREMENT

We will maintain our commitment, monitoring your portfolio closely to ensure consistent and reliable performance. We will also keep in regular contact with you to ensure that your portfolio remains relevant to your needs.

Execution Only

Here no advice is given, you gain access to our highly qualified dealing team to execute trades on your behalf.

As a result, this is generally only available to experienced investors or may be used where a client has a cherished holding.

Discretionary Investment Management

We recognise that many people do not have the time or desire to manage their own investments, so in most cases clients select our discretionary investment management service.

A discretionary investment management service allows you to delegate the day to day management of your portfolio to an experienced professional, allowing us to make changes within your portfolio without having to contact you first, in line with your agreed investment strategy.

Advisory Management

When using this service, we will provide ongoing guidance and advice, but the final investment decision is yours. As a result, this is generally only available to experienced investors.

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