Our history
In 2009 we decided
to offer a different
approach
People often ask us why we’re called Arcrate. Well… Back in 2009 at the start of our journey, we wanted to choose a name with meaning. When researchers at the Arecibo Radio Telescope in Costa Rica discovered the first galaxy without stars and named it Arcrate, we felt an affinity. Like the Arcrate galaxy, we like challenging the status quo.
In a world of “star” fund managers and marketing departments promoting faces over facts, we wanted to build a company that worked differently. We wanted to build client portfolios based on solid evidence without needing to use expensive funds run by the so-called “star” fund managers. Yet another reason why a galaxy without stars felt like the right name for us.
Core values
Our team
Meet the people
behind Arcrate
Raymond James
Leaders in the field of Private Client Wealth Management
Arcrate is a branch of Raymond James Investment Services who are the UK arm Raymond James Financial (RJF), a diversified financial services company headquartered in St. Petersburg, Florida, USA. Founded in 1962 and a public company since 1983, RJF has total assets under management of $1.17tn* and is one of the largest, most stable financial organisations in wealth management.
Raymond James does not manufacture or distribute any centrally developed proprietary products in the UK. Instead, it provides a market-leading platform and custody solution that allows us to buy and manage almost any listed asset or security, through third-party tax wrappers where appropriate. We also have access to an extensive range of research resources.
* as of 30 June 2021
Pershing
Safety & Custody of Assets
All client assets are held in custody with Pershing Securities Limited in segregated accounts. Pershing is part of the Bank of New York Mellon Corporation, one of the world’s strongest financial institutions, with $45 trillion in client assets (as of 30 June 2021) under custody and/or administration.