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Raymond James UK Tech Stack

UK wealth manager supporting 100+ independent practices

Investment Management London, London 201–500 employees Founded 2001 Public Company

Raymond James UK is a London-based wealth manager operating a network model: 100+ independent practices across the UK deliver discretionary management, advisory, and platform services to private clients. The tech stack—Oracle, SQL Server, Dynamics 365, Power BI, Bloomberg, FactSet, Aladdin—reflects the compliance and reporting intensity of regulated wealth management. Active hiring spans finance, ops, security, and data roles, with concurrent projects on firewall modernization and regulatory implementation, signaling IT infrastructure refresh alongside business-unit scaling.

Tech Stack 34 technologies

Core StackOracle Palo Alto Networks SQL Server C# Python Cisco Dynamics 365 Power Platform Power Automate Power BI Power Apps Confluence Jira Tableau Power Query Zoom Palo Alto Networks Panorama Palo Alto Prisma Access SQL Server Integration Services PowerShell Juniper Check Point CREST Calastone Dynamics 365 Customer Insights Bloomberg FactSet Aladdin

What Raymond James UK Is Building

Challenges

  • Aligning l&d strategy with business goals
  • Managing l&d budget
  • Ensuring compliance with cpd records
  • Modernizing legacy firewall infrastructure
  • Growing team
  • Maximising roi from events
  • Ensuring partnership agreements deliver value
  • Optimising event budget allocation
  • Regulatory reporting accuracy
  • Modernising legacy etl pipelines

Active Projects

  • Annual l&d plan
  • Firmwide apprenticeship programme
  • Mentoring programme
  • Enterprise-scale firewall solutions
  • Client bank development
  • Comprehensive events, partnerships, and sponsorship strategy
  • New partnership opportunities
  • Partnership-led events execution
  • Lombard lending framework development
  • Implementation of new prudential requirements

Hiring Activity

Accelerating10 roles · 10 in 30d

Department

Finance
3
Ops
2
Security
2
Data
1
HR
1
Marketing
1
Sales
1

Seniority

Mid
3
Senior
3
Lead
2
Director
1
Junior
1
Manager
1
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About Raymond James UK

Raymond James UK is a regulated wealth manager (FCA-authorised, London Stock Exchange member) owned by US parent Raymond James Financial. The business operates as a platform supporting over 100 independent wealth managers and financial planners across the UK, providing them with discretionary management infrastructure, bespoke reporting, tax-wrapper solutions, and access to multiple asset classes on an open-architecture basis. The firm's clients are affluent individuals seeking tailored wealth planning.

HeadquartersLondon, London
Company Size201–500 employees
Founded2001
Hiring MarketsUnited Kingdom

Frequently Asked Questions

What tech stack does Raymond James UK use?

Oracle, SQL Server, Dynamics 365, Power BI, Bloomberg, FactSet, Aladdin, Palo Alto firewalls, Cisco, Juniper, and Microsoft Power Platform. Calastone handles wealth platform connectivity.

Where is Raymond James UK headquartered?

London, United Kingdom. The company is a subsidiary of US-listed Raymond James Financial, established in 2001.

How this profile is built

Raymond James UK's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.