Chris Davis – Portfolio Manager & Branch Principal – has opened a new Raymond James branch in the historic Acklam Hall in Middlesbrough.
Chris has over 20 years’ experience in asset management with a breadth of experience in managing and advising across the asset spectrum, developing bespoke investment strategies and investing in public and private markets, and through fund managers from around the world.
After starting his career as an analyst within institutional fund management, he has worked with entrepreneurs, families and charities in London and the North, providing investment and portfolio management services in boutique and private investment offices since 2004.
Raymond James’ North Shore office will provide a bespoke investment management service for individuals, families, businesses and charities. They will look to actively engage with Financial Advisers, Solicitors and Accountants to provide a complete offering, truly utilising a best of breed approach, as well as offering private investment services to individuals and families, forming part of their own ‘Family Office’.
Chris says: “Growing up, I was always interested in the stock market and the City, but it was when I got a summer job in ICI’s oil trading room on Teesside, that I was sure I wanted to be in the investment industry. Working alongside the oil traders, I taught myself the basics of technical analysis with the help of a Japanese candlestick book. I got an insight, the bug had bitten and I wanted to learn more.”
On choosing Raymond James as his partner, Chris states that “Raymond James has the same client focused, service ethos that I have. They are able to provide everything I need to be able to offer the bespoke service I want to deliver, but can’t do on my own. Combined, we have a service offering of institutional level quality research, reporting, systems and compliance, intertwined with a bespoke service only a private investment office can deliver.”
He added: “My vision is crystal clear. To deliver an investment service that provides my clients with honest, impartial advice and transparent management. To manage unbiased, multi asset portfolios designed with the aim of protecting and growing capital.”
Speaking about Chris’s new appointment, Cynthia Poole, Director of Relationship Management and Business Support at Raymond James, commented: “We are so pleased that Chris has joined us, bringing with him his passion for a truly bespoke Investment Management service. This is another great step in our expansion across the UK.”
