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Vicki Green
Executive Assistant To Ceo at Raymond James Investment Services
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Work Experience
Executive Assistant To Ceo
2022 - Present · 3 years
Executive Assistant
2022 - 2022
Executive Assistant To Managing Partner
2013 - 2022 · 9 years
Company Details
Raymond James is one of the fastest-growing wealth management businesses in the UK today. We make it simple for wealth managers to operate independent practices by providing a turnkey solution, including an intuitive administration platform, investor-friendly client reporting and market-leading research tools. We also offer compliance and supervision services, FCA authorisation and professional indemnity cover with our unique regulatory umbrella. Raymond James currently supports over 100 independent practices – a mix of private client investment managers, wealth managers and investment-oriented financial planners located throughout the UK. Our US parent company, Raymond James Financial, was established in 1962. It has $1.37tn assets under administration and supports approx. 8,700 wealth managers. Follow us for the latest news and opportunities in wealth management, or visit RaymondJames.uk.com to find out how we can help you establish and grow your business. Raymond James Investment Services is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. All information is correct as at 31 December 2023.
Year Founded
2001
Social Media
Linkedin
Industry
Investment Management
HQ Location
Ropemaker Place, 25 Ropemaker Street London, London EC2Y 9LY, GB
Keywords
Multiple Asset ClassesOpen ArchitectureTax WrappersWealth ManagementBespoke ReportingDiscretionary ManagementAdvisory Servicesand Platform Services
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