PIMFA D&I Awards 2023

Raymond James Investment Services Limited has operated in the UK since 2001; we provide unique wealth management solutions for wealth managers and their clients. Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over 50 years.

Raymond James services and supports entrepreneurial investment managers and investment focused financial planners in the UK, who run growth-oriented practices with a strong management and compliance culture. These wealth managers service high net worth investors with complex financial needs and in some cases, also service mandates for institutional clients like charities and pension funds. As part of the core Private Client Group of Raymond James Financial, Inc., we are part of a well-established, profitable and diversified financial services firm.

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $215 billion in assets under advisement and management as of Sept. 30, 2020. The Company has operations in 29 countries. For more information, visit www.morningstar.com/en-uk/company and www.morningstar.co.uk Follow Morningstar on Twitter @MorningstarInc.

SEI is a leading global provider of investment management, investment processing and investment operations solutions, listed on NASDAQ as SEIC. With over 50 years’ experience, we service a broad range of client types of all sizes and complexity. As of the 30th of June 2021, SEI's clients include 10 of the top 20 US banks and 49 of the top 100 investment managers worldwide. The SEI Wealth Platform is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs, combined with business process expertise. With the Platform, SEI provides wealth management organisations with the infrastructure, operations, and administrative support necessary to capitalise on their strategic objectives in a constantly shifting market. We are headquartered in Oaks, Pennsylvania, and have offices in the US, Canada, UK, Ireland, Hong Kong, India and South Africa. As of 30 June 2021, SEI has approximately 4,097 global employees, with approximately 300 based in our London office.