Grupo Raymond James Financial, Inc.

Part of Raymond James Financial, Inc., RJ Capital Services, Inc. is a company that provides investment management services. The company is based in Chicago, IL.

Part of Raymond James Financial, Inc., Rock (Nominees) Ltd. acts as a nominee, trust, and depository.

Part of Raymond James Financial, Inc., Raymond James Financial International Ltd. is a brokerage services provider. The company is based in London, UK.

Raymond James Corporate Finance GmbH provides consulting services in the areas of mergers and acquisitions, capital structures, acquisition financing, investments and divestments, as well as business strategies. The company is headquartered in Munich, Germany.

Part of Raymond James Financial, Inc., Charles Stanley & Co. Ltd. is a British company that provides brokerage services. The company is based in London, UK. The company was founded in 1792. Paul Andrew Abberley has been the CEO of the company since 2014.

Part of Raymond James Financial, Inc., Exempt Nominees Ltd. acts as a nominee/trust/depository. The company is based in London, UK.

Raymond James Investment Services Ltd. (RJIS) is the Great Britain-based private client wealth management arm of Raymond James Financial, Inc. (NYSE: RJF) in the US. Founded in 1999, the firm is headquartered in London and provides wealth management services and support to investment managers, stockbrokers and investment-focused financial planners in the UK which service high-net worth investors. RJIS also provides mandates for charities and pension funds.

Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds.

ClariVest Asset Management LLC (ClariVest) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2006 and is a wholly owned subsidiary of Eagle Asset Management, Inc., which is ultimately held by Raymond James Financial, Inc. (NYSE: RJF). ClariVest provides advisory services to a variety of clients such as institutional investors, pension and profit-sharing plans, investment companies and other pooled vehicles (such as limited partnerships and funds registered outside the US), corporations, state and municipal government entities, trusts, seed accounts and charitable organizations.

Cougar Global Investments Ltd. (Cougar Global) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded by E. James Breech in 1993 and is a wholly-owned subsidiary of Raymond James International Canada, Inc., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. Cougar Global provides investment advisory services to certain sponsors under a number of Wrap Programs.

SumRidge Partners LLC (SumRidge) is a FINRA-registered broker/dealer headquartered in Jersey City, New Jersey. The firm was founded by Robert Morano and Thomas O'Brien in 2010. In 2022, they were acquired by Raymond James Financial, Inc. (NYSE: RJF). SumRidge is a fixed income electronic market maker that specializes in high yield and investment grade corporate bonds, municipal bonds, institutional preferred securities, and emerging market bonds. The firm uses its own balance sheet to facilitate flow trading, ensuring instantaneous execution for their diverse client base.

Raymond James Ltd. operates as a full-service investment dealer. The firm operates under the divisions of personal investing and equity capital markets. Personal Investing offers solutions to individuals interested in ensuring income, asset growth, and retirement plans. Equity Capital Market provides expertise in investment banking, research, corporate finance, and institutional sales and trading. It caters to individual and institutional clients as well as corporate issuers. The company was founded in 2001 and is headquartered Vancouver, Canada.

Part of Raymond James Financial, Inc., Raymond James (USA) Ltd. is a Canadian-based registered investment firm that offers specialized advice to Americans and Canadians for their cross-border investment needs. The company is based in Vancouver, Canada. The Canadian company's advisors are licensed and regulated in both the US and Canada, and they work closely with clients to translate their personal needs into a strategy for their cross-border accounts. The company also advises clients on cross-border issues such as PFIC rules, IRA and 401k rollovers, and maintain professional networks to assist with planning, taxation, and legal services as required.

Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides equity and fixed-income investment strategies to institutional, private clients, and clients of wrap fee programs through separate accounts, sub-advisory relationships and mutual funds. Chartwell is a signatory to the UN Principles for Responsible Investment (UNPRI).

Raymond James Investment Counsel Ltd. (RJIC) is an asset management firm headquartered in Vancouver, Canada. The firm was founded in 2003 and formerly known as MacDougall Investment Counsel, Inc. They are a wholly-owned subsidiary of Raymond James Ltd., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. RJIC specializes in discretionary investment management for private clients, families, institutional investors, pensions, and foundations.

Raymond James Financial Products, Inc. operates as non-broker-dealers. It provides derivative transactions including interest rate swaps, options, and combinations of those instruments, primarily with government entities and not-for profit counter parties. The company was founded in 2005 and is headquartered in St. Petersburg, FL.

Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA).

Part of Raymond James Financial, Inc., Raymond James Canadian Holdings LLC is an investment holding company. The company is based in Plantation, FL.

Part of Raymond James Financial, Inc., Raymond James Canadian Acquisition, Inc. provides investment services. The company is based in Plantation, FL.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Raymond James Bank NA operates as a bank. It offers securities mortgage, lending, home equity lending, residential mortgages, state bond home loan programs, and deposit services. The company was founded in 1962 and is headquartered in St. Petersburg, FL.