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 an independently managed 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?

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.

Latest News

Tug of war

In this month’s Market Commentary, our European Strategist, Jeremy Batstone-Carr, discusses how the financial markets have proved to be resilient despite the push and pull of market forces, fast-moving geopolitics, and other pressures.
Tug of war

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