Business model

At Wilson King we are responsible for the discretionary management of client portfolios and managing client relationships. Our portfolio managers are individually authorised by the Financial Services Authority and use proprietary and third party research to make informed investment decisions. They have a genuine interest in the global economies and companies they research which enables them to speak more authoritatively about their investments than many of their peers. We believe this is why professional business people make up such a large percentage of our client base.

Wilson King is a trade name, provided under exclusive licence, of Raymond James Investment Services (RJIS). RJIS undertakes the important roles of compliance, client reporting, maintenance of client records, account opening, trading and settlement. This business structure allows Wilson King to offer clients the high level of service usually associated with boutique operations but with that feeling of added security and peace of mind due to our association with a large independent financial services company.

Our parent company, Raymond James Financial, Inc., (RJF) is one of the ten largest financial institutions in the US. This gives us access to world wide resources and the benefits of more sophisticated technology and institutional dealing capabilities. RJF is listed on the New York Stock Exchange with a market cap of $3.7 billion, over 1 million clients and with assets under control of $150+billion*.

RJIS, the UK private client investment management arm of RJF, commenced operation in 2001 and has 6,255 client accounts serviced from 41 locations across the United Kingdom, representing total assets of over £1 billion*. RJIS is a member of the London Stock Exchange, is authorised and regulated by the Financial Services Authority and its Registered Office is at 77 Cornhill, London EC3V 3QQ.

*as at September 2007