Investment adviser Simon Monk, ex-Brown Shipley, is the latest to set up his own wealth management practice under the Raymond James umbrella.
Mr Monk has founded the Raymond James practice in the City of London on Ropemaker Place. He joins following more than 26 years with UK private bank Brown Shipley.
The new branch will provide a discretionary investment management service to clients across the UK, including private individuals to charities. The service offered by Mr Monk will include financial planning services, including advice in the areas of pensions planning, estate and inheritance tax planning, family protectio...