As Chartered Wealth Managers our reputation is built on trust, stability and extensive market experience.
Raymond James, Truro provides a friendly and professional service, managing investment portfolios for private clients, their families, business owners, trusts and charities.
Backed by its parent company Raymond James Financial Inc., Raymond James Investment Services combines cutting-edge technology, award-winning research and the security of an international financial services organisation.
As a branch of Raymond James Investment Services, Raymond James, Truro complements these foundations by providing a local and personal service to our clients.
Who can we help?
Individuals
Business Owners
Charities
Professionals
Individuals
Helping you to take control of your financial future
We’ll help you uncover what’s most important to you by showing you an accurate and clear picture of your finances based on your lifestyle, ambitions and financial goals.
Our advice and investment management is tailored to your needs and goals.
Business Owners
We have worked with many business owners helping them put surplus capital to work
We can manage investment portfolios within a corporate account or you might be thinking of selling your business and need advice on how to invest the proceeds to provide future financial security for you and your family. We would be delighted to assist you.
Charities
We are highly experienced at helping charities meet their investment goals
Some charities require a specific level of income to cover running costs. Others might be looking for long-term capital growth for future projects. Often, there are complex environmental, social and governance (ESG) investment considerations. We provide the tools and guidance for trustees and can assist in annual trustee meetings.
Professionals
Financial Advisers, Lawyers and Accountants
If your client is in need of wealth management services, we can assist you. We work closely with our trusted partners providing investment management, tax-efficient strategies and trust portfolios.
We partner with financial advisers, providing them with bespoke or portfolio models for their clients.
Raymond James, Truro can provide Investment Management services for:
- General Investment Accounts
- ISAs
- Pensions
- Off-shore bonds
- IHT Portfolios
- Corporate accounts
General Investment Accounts | ISAs | Pensions | Off-shore bonds | IHT Portfolios | Corporate accounts
Explore our offering
Discretionary Managed Investment Portfolios
Tax-efficient, actively managed investment portfolios.
Socially Responsible Investing
Investment portfolios designed to help provide a better future for all.
Services for Intermediaries
Portfolio models, Discretionary Investment Management, Client Portal & Regular Reporting.
Investment Philosophy
The overarching ethos at our core is to manage investments as if they were our own.
Working With a Raymond James Wealth Manager
When you become our client, your needs and the portfolios we design based on your objectives drive everything we do.
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