Chris Davis, portfolio manager & branch principal has opened a Raymond James branch in the Tees Valley in North East England, based in Acklam Hall, Middlesbrough.
Mr Davis has over 20 years’ experience in asset management with experience in managing and advising across the asset spectrum, developing bespoke investment strategies and investing in public and private markets, and through fund managers from around the world.
After starting his career as an analyst within institutional fund management, he has worked with entrepreneurs, families and charities in London and the North, providing investment and portfolio management services in boutique and private investment offices since 2004.
Raymond James’ North Shore office will provide a bespoke investment management service for individuals, families, businesses and charities. They will look to actively engage with financial advisers, solicitors and accountants to provide a complete offering as well as offering private investment services to individuals and families.
Mr Davis commented: "Raymond James has the same client focused, service ethos that I have. They are able to provide everything I need to be able to offer the bespoke service I want to deliver, but can’t do on my own. Combined, we have a service offering of institutional level quality research, reporting, systems and compliance, intertwined with a bespoke service only a private investment office can deliver.”
He added: “My vision is crystal clear. To deliver an investment service that provides my clients with honest, impartial advice and transparent management. To manage unbiased, multi asset portfolios designed with the aim of protecting and growing capital.”
In Januray 2017, Raymond James opened a branch in Wilmslow, headed up by Robert Allman, former partner at Artorius Wealth Manchester.