Andrew founded Equerry Investment Management (Equerry) to provide a home for clients seeking an investment management service based on a combination of sound and transparent investment management capabilities and a high quality, personal service. Previously Chief Executive and Chief Investment Officer at Barnett Waddingham Investments LLP, Andrew has over 20 years’ experience providing investment advice to individuals, pension schemes and trusts and managing assets for them.
Andrew holds the following qualifications:
- Chartered Financial Planner
- Chartered Wealth Manager
- Fellow of the Personal Finance Society
Jayne Mills joins Equerry Investment Management as Head of Client Services. Jayne has a background in Business Improvement, Marketing and Client Management. Her role as Head of Client Services for Equerry Investment Management is to provide professional administrative and management support.
Jayne holds the following qualifications:
- Member of the Chartered Institute of Marketing
- Member of the Chartered Institute of Personnel and Development
- Member of the Institute of Economic Development
- Member of the Institute of Leadership and Management
Equerry Investment Management
Equerry Investment Management is a trading name of Raymond James Investment Services Limited (Raymond James).
Raymond James is the UK private client wealth management arm of Raymond James Financial, Inc., a diversified financial services company headquartered in Florida, USA.
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. (RJF) is a diversified financial services organisation.
In addition RJF has businesses focused on equity and fixed income capital markets, asset management and banking. RJF has over 7,300 wealth managers located in 3,000 offices in the US, Canada, the UK and elsewhere overseas. These wealth managers service more than 3 million client accounts representing total assets under control of approximately $664 billion as at 30th June, 2017.