FinaMetrica
Without accurate assessment of your tolerance to investment risk, it will be impossible to ensure that the correct portfolio is constructed for you.
We use a highly sophisticated psychometric risk-profiling software from FinaMetrica Limited, a leading Australian risk-analysis company.
The detailed research leading to this risk profiling system was undertaken by academics in USA and Australia.
Based on your answers to 25 questions, we will evaluate your risk capacity to adopt an appropriate asset allocation strategy.
We want to ensure that we capture available returns. We also want you to be able to leave us to manage your money whilst you live your life without investment worries!
For more information on FinaMetrica’s system visit www.finametrica.com
Raymond James Investment Services Limited
Raymond James Investment Services Limited has been offering trusted advice and personalised wealth management solutions in the UK since 2001. Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over six decades.
We provide tailored investment management and financial advice to individuals and their families. We also provide investment management services to charities. As part of the core Private Client Group of Raymond James Financial, Inc., we benefit from the size and scope of a well-established, profitable and diversified financial services firm. To find out more, go to the Raymond James UK website.
For more information on Raymond James Financial Inc, please visit www.raymondjames.com
BNY Pershing
BNY Pershing is part of the Bank of New York Mellon Corporation, one of the world’s strongest financial institutions.
In compliance with the Financial Conduct Authority’s Client Asset Rules, your investments are held in trust in accounts segregated from BNY Pershing’s own assets. In other words, they are ring-fenced from BNY Pershing’s own corporate assets. Therefore, in the unlikely event of default by BNY Pershing, your assets would be allocated to you as the beneficial owner.
In addition, the FCA’s Client Asset Rules require BNY Pershing to perform regular checks to verify that investor assets held in trust are accurately recorded.
In the unlikely event that BNY Pershing had failed to properly apply the FCA’s Client Asset Rules and had also defaulted on its obligations, eligible clients would be able to make a claim to the Financial Services Compensation Scheme (FSCS ) for any assets lost by BNY Pershing. The FSCS provides cover up to £85,000 per eligible claimant for investments.
For more information on the FSCS, visit www.fscs.org.uk
BNY Pershing also has additional insurance policies in force to protect against financial loss caused by events such as forgery, fraud and computer crime.
For more information visit www.bny.com.