Business model

Wilson King are responsible for managing client relationships and the discretionary management of client portfolios. Our portfolio managers are individually registered with the Financial Services Authority and use proprietary and third party research to make informed investment decisions. We have a genuine interest in the global economies and companies we research which enables us to speak more authoritatively about our investments than many of our 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 Limited (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 our clients the high level of service usually associated with boutique operations with the additional security and peace of mind due to our association with a large independent financial services company.

RJIS’ 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 approximately $3.8 billion, over 1.9 million clients and with assets under control of approximately $278 billion*.

RJIS, the UK private client investment management arm of RJF, commenced operation in 2001 and has over 14,850 client accounts serviced from 67 locations across the United Kingdom, representing total assets of over £2.6 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 30 June 2011