World-class service and individually catered solutions
Elite success opens a world of possibility few will ever experience – and still fewer can navigate well. Helping the stewards of profound wealth capitalize on success is the sole focus of the Private Institutional Client (PIC) desk.
Through a single, seamless resource desk, sophisticated clients can negotiate transactions across a wide variety of asset classes and work with experienced finance professionals focused on delivering bespoke investment ideas and solutions tailored to your needs. Further, the desk can facilitate transactions on your behalf with institutional trading desks and introduce you to multiple sources of borrowing capacity to finance both liquid and illiquid asset classes through a variety of structures.
Taking an institutional approach, PIC leverages the extensive resources and capabilities of its professional team to generate sophisticated investment and capital markets-based solutions. This results in a range of offerings not readily accessible on a traditional wealth management platform, including tailored financing solutions, investment opportunities in the private marketplace, and access to an extensive range of asset classes and platforms.
At a glance, learn more about the offerings and successful use cases of the private institutional client desk.
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The PIC solutions team delivers capital markets and lending solutions via institutional access to Raymond James and third-party trading desks and a
Capital market solutions
- 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
PIC in action
Exclusively for eligible institutional accounts, PIC provided the opportunity to invest in a risk retention fund for a major non-bank lender and underwriter of consumer loans. The investment was made alongside the issuer and provided participation in loan securitizations. In another investment transaction, PIC offered eligible clients the opportunity to invest alongside a multi-family office to finance the acquisition of two currently leased commercial airliners.
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The PIC investments platform provides differentiated and thematic investment solutions in the form of private markets investments, which offer investors access to deals not available on typical wealth management platforms. These opportunities, sourced across a global network that includes the firm, its partners and other third parties, are presented exclusively to PIC clients.
Private market investments
- Co-investment opportunities
- Opportunistic direct equity investments
- Private debt syndication
- Direct real estate
Boutique funds
- Manager seeding opportunities
- Specialized investment solutions
PIC in action
Exclusively for eligible institutional accounts, PIC provided the opportunity to invest in a risk retention fund for a major non-bank lender and underwriter of consumer loans. The investment was made alongside the issuer and provided participation in loan securitizations. In another investment transaction, PIC offered eligible clients the opportunity to invest alongside a multi-family office to finance the acquisition of two currently leased commercial airliners.