Arcrate Team Photo RR AB CS

We build client relationships that are

founded in trust, so we understand

what’s important to you.

Our history

In 2009 we decided
to offer a different

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.


  • PAM 2021 Def Port white on transparent
  • PAM 2021 Grow Port white on transparent
  • PAM 2021 High Grow Port white on transparent
  • Citywire & Arcrate - Awards 2
  • Citywire & Arcrate - Awards
  • PAM 2020 Special commendation

Core values

We always put our clients’ interests at the forefront, delivering strategies that are tailor-made to achieve their goals.

We aim to do what’s right. Not what’s easy.

Our goal is to meet the long-term investment objectives of our clients, setting in place a stable and strong approach for the future.

We welcome the opportunity to work collaboratively and innovatively with clients and partners.

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



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.