Tailored Wealth Optimization for CIOs Guiding: UHNW Families, CEOs, Founders, Entrepreneurs and Executive Leaders

Raymond James’s Private Institutional Client (PIC) desk, experienced financial professionals specialize in providing CIOs of elite, high-net-worth individuals and institutions with access to exclusive investment opportunities not available on typical wealth management platforms. Leveraging an extensive network of private company executives, investment bankers and fund managers, we offer our clients differentiated and thematic private market investments. Our approach is deeply institutional, utilizing the full extent of our team's resources and capabilities to create sophisticated solutions that capitalize on profound wealth and open doors to new possibilities.

The prior statement emphasizes the exclusive and sophisticated nature of the Private Institutional Client (PIC) desk, which is designed specifically for individuals or entities with profound wealth. This desk aims to help such high-net-worth clients capitalize on their success by providing access to innovative investment opportunities that are not typically available through standard wealth management platforms.

The Wellspring Team of financial professionals works closely with the PIC desk and their institutional approach, which leverages their professional team and extensive resources to create sophisticated investment solutions focused on capital markets. These solutions are differentiated and thematic, concentrating on private market investments. This approach offers PIC clients exclusive access to deals and funds, sourced through a global network that includes private company executives, investment bankers and fund managers. This exclusive access is one of the key selling points of the PIC desk, positioning it as a distinctive service for those who can navigate and afford such elite opportunities.

We pay attention to the details and design financial plans tailored to each individual CIO. We choose to overlook most passing trends in favor of those we deem could give your clients the best chance of reaching their financial and personal milestones. We believe that prudently managed wealth serves to get them where they want to go, and we’re committed to delivering quality advice to help you get them there.