We collaborate with the Raymond James Private Institutional Client team – the PIC desk – to provide investment opportunities, capital-markets solutions, lending products and financial services exclusively available to investors whose wealth and financial complexity sets them apart.
The PIC investment team curates opportunities that include sophisticated alternative strategies and high-profile, cutting edge or headline-making investments offered outside the public markets. Because of the nature of these offerings and their complexity or aggressive risk profiles, they are only available to qualified institutional or high-net-worth investors. Working with PIC, we help identify offerings that suit our clients’ risk tolerances, ambitions and far-reaching goals.
Ultra-high-net-worth offerings
Private market investments:
- Co-investment opportunities
- Opportunistic direct equity investments
- Private debt syndication
- Direct real estate
- Bespoke capital stack options
Boutique funds:
- New manager seeding
- Specialized investment strategies
- Thematic opportunities
Capital markets:
- Trade idea generation and execution
- Market content and delivery
- Cross-asset-class opportunities
- Institutional pricing and service
Lending solutions:
- Asset-backed loans
- Equity margin loans and collared financing
- Cash-flow monetization
- Small- and middle-market corporations
- Commercial real estate
Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.