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Raymond James Investment Services commenced operation in the UK in 2001 and is a wholly owned subsidiary of Raymond James Financial, Inc. (RJF), a diversified financial services company founded in Florida, USA, in 1962, and a public company since 1983. Raymond James works with over 7,800 wealth managers located in 3,000 offices in the US, Canada and the UK, servicing more than 3 million client accounts, representing total assets of approximately $730 billion. All stats correct as at 31st March 2018.

In the UK, Zurich provides customers with investment, pension and protection products under the Sterling and Zurich brands. The strategy in the UK is to build a competitive and sustainable business, delivering value to customers, advisers and shareholders. Zurich has extensive experience in the Life and Pensions market in the UK, offering customers quality products and services since 1917. The Zurich Portfolio is provided by Sterling ISA Managers Limited (SIML), which is part of Zurich’s UK Life business, which in turn is part of the wider Zurich Group.

Novia Financial Plc launched to market in October 2008 to provide a comprehensive wealth management service or ‘full wrap platform’ for investment advisers and their clients and has approximately £6bn worth of assets under administration.


Standard Life is an investment company with over 190 years’ experience of helping people invest and manage their money. Today, Standard Life employs around 6,500 people internationally – through businesses in the UK, Europe, North America, Asia and Australia.