Raymond James has appointed a new branch principal at its Royal Exchange complex. David Stevens will be joining David Roblin, who launched the Central London practice last year.Stevens brings with him over twenty years’ experience in the wealth management industry most recently at J M Finn, with much of that time spent working closely with David Roblin.
Stevens and Roblin are to be reunited at the Royal Exchange complex, based in the heart of London, which offers the ideal setting for their truly bespoke approach to discretionary investment management for private clients across the UK.
On joining Raymond James, David Stevens commented: “Raymond James has an attractive business model for private client wealth managers putting the client at the forefront of their decision making and investment process, and I’m planning to make full use of its excellent support framework to deliver the level of service which our clients have come to expect.
“I’ve known David for many years and I’m looking forward to working with him again, to growing the business, and to helping our clients navigate this new normal with confidence. This is the beginning of another exciting chapter for the two of us.”
Roblin says: “David and I have worked together for the best part of the past 20 years and I’m thrilled to be doing so once again. We share a common view about how our world is changing, how wealth management is evolving, and both believe that adaptability is integral to protecting our clients’ financial interests.
“We live in extraordinary times, and the investment landscape is in a heightened state of flux. Now more than ever, our clients are turning to us for trusted advice on the best way forward. With the support and flexibility afforded by Raymond James’ business model, we are well placed to answer that call.”