RA

Raymond James Wealth Management Ltd

IL

Overview

Corporate Details

ISIN(s):
US7547301090
LEI:
RGUZHJ05YTITL6D76949
Country:
United Kingdom
Address:
N/A
Sector:
Financial and insurance activities
Industry:
Fund management activities

Description

Raymond James Wealth Management is a financial services firm specializing in wealth management, financial planning, and personalized investment services. The company provides trusted advice and tailored, sophisticated strategies for a diverse client base that includes individuals, families, institutions, and charities. Its offerings encompass diversified portfolio construction, investment management, direct indexing, insurance, and annuities. The firm emphasizes a personal approach, delivering sophisticated solutions while supporting a network of independent investment managers and financial planners to serve client needs.

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Filings

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Date Filing Language Size Actions
2025-09-05 12:42
Major Shareholding Notification
Form 8.3 - Warehouse REIT plc
English 52.3 KB
2025-08-21 11:09
Major Shareholding Notification
Form 8.3 - Tritax Big Box REIT plc
English 53.5 KB
2025-08-20 12:54
Major Shareholding Notification
Form 8.3 - Anexo Group PLC - Replacement
English 52.7 KB
2025-08-20 11:53
Major Shareholding Notification
Form 8.3 - Tritax Big Box REIT plc
English 52.3 KB
2025-08-19 12:28
Major Shareholding Notification
Form 8.3 - Warehouse REIT plc
English 52.7 KB
2025-08-19 12:10
Major Shareholding Notification
Form 8.3 - Tritax Big Box REIT plc
English 52.3 KB
2025-08-18 17:22
Major Shareholding Notification
Form 8.3 - Anexo Group Plc
English 52.4 KB
2025-08-18 13:32
Major Shareholding Notification
Form 8.3 - Tritax Big Box REIT plc
English 52.0 KB
2025-08-15 12:24
Major Shareholding Notification
Form 8.3 - Primary Health Properties Plc
English 51.9 KB
2025-08-15 12:22
Major Shareholding Notification
Form 8.3 - Tritax Big Box REIT plc
English 52.0 KB
2025-08-14 12:04
Major Shareholding Notification
Form 8.3 - Tritax Big Box REIT plc
English 52.6 KB
2025-08-14 12:02
Major Shareholding Notification
Form 8.3 - Primary Health Properties Plc
English 51.3 KB
2025-08-13 13:05
Major Shareholding Notification
Form 8.3 - Primary Health Properties Plc
English 52.2 KB
2025-08-13 13:04
Major Shareholding Notification
Form 8.3 - Tritax Big Box REIT plc
English 52.3 KB
2025-08-11 11:13
Major Shareholding Notification
Form 8.3 - Tritax Big Box REIT plc
English 52.3 KB

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Insider Transactions

Date Insider Name Position Type Shares Value
No insider transactions recorded for this company.

Peer Companies

Company Country Ticker View
VZ Holding AG Logo
Offers wealth management and retirement solutions for private and corporate clients.
Switzerland VZN
WALKER CRIPS GROUP PLC Logo
Investment and wealth management group offering planning, pensions, and share dealing services.
United Kingdom WCW
W.H. IRELAND GROUP PLC Logo
Personalized wealth management and financial planning exclusively for private clients.
United Kingdom WHI
ZAIF Breza d.d. Logo
A closed-end alternative investment fund focused on unlisted transferable securities.
Croatia BRIN