Your trusted

Wealth Manager

Family Wealth Advisers

Discretionary Fund Manager

Investment Specialists

The best of both worlds – Arcrate clients enjoy the personal attention of a small, expert team and the confidence that comes from being part of a leading name in private client wealth management – Raymond James.

Who we work with

Good wealth management can be life-changing. We’ll help you figure out what’s important by bringing you a real, clear and evolving picture, based on your lifestyle ambitions and financial goals. Our one-to-one advice and investment management is tailored to your needs and goals. You’re in good hands.

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Every business is unique, growing out of the vision and hard work of its founders and the support of its customers. We can help you make the most of the financial rewards, whether you’re considering the right time to sell your business or you’ve already sold and are looking to invest a large sum.

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Looking after other people’s money is a huge responsibility. And you’ll have much more on your mind than just money. We can take care of the investment management while you take care of your core charitable goals and guardianship obligations. Of course, financial management can be key in helping you achieve those, and we’re here to make that happen.

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We work with independent financial advisers, accountants, solicitors and other professionals to help realise your clients’ financial goals. Our business is structured so that you maintain and continue to develop your relationships. Your clients benefit not only from your professional guidance but also from our expert investment management.

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What we do

What we do and
our approach

Successful investment management works in partnership with good financial planning – our advice is always tailored to the individual needs and goals of our clients. We’re passionate investment professionals dedicated to creating and preserving wealth, planning and managing risk. With regular market and portfolio performance reviews, we ensure our investment strategies continue to meet clients’ goals.

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About Arcrate

We do things

Core values

For us it’s all about putting clients first, acting with integrity and looking to the long term. We’re always happy to collaborate with partners.

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Meet the team behind Arcrate

Our highly qualified team of professionals share a common belief in the importance of high-quality personal service and long-term client relationships.

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A Raymond James company

We’re part of Raymond James, giving us access to fantastic investment tools, research and back-office support, as well as robust compliance and supervision services.

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Latest news

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Ethical Investing

Does your portfolio reflect your values?

Ethical investing is going mainstream. As awareness grows about climate change, inequality and social injustice, investors are looking closely at their portfolios to check they match their values.

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