Working with truly global firms.

With Arcrate, clients benefit from the best of both worlds – the personal attention of a dedicated and focused team, combined with the confidence that comes from being part of a recognised leader in private client investment management.

Whilst Arcrate provides the investment strategies, in order to ensure the upmost financial security and protection of your assets, we have partnered with Raymond James Investment Services (Raymond James), who are leading experts in the field of private client investment management, with assets under administration of £4.88 billion (as of the 31st of March 2015).

As part of Raymond James, we have access to a comprehensive selection of investment tools, research and back-office support, as well as robust compliance and supervision services that allow us to meet the individual needs of our clients in the most cost effective way.

Raymond James are the UK private client investment management arm of Raymond James Financial Inc, a US based diversified financial services holding company, founded in 1963, with total client assets worldwide of $495.8 billion (as of the 31st of March 2015).

Raymond James Investment Services logo

All client assets are held in custody with Pershing Securities Limited in segregated accounts. Pershing Securities Limited are a large well respected custodian with over $1 trillion of assets held in custody (as of the 31st of December 2013), and are a subsidiary of BNY Mellon, who itself has $27.6 trillion in assets under custody or administration (as of the 31st of December 2013) and were established in 1784.

To download client cash pdf document click here.

Pershing

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