Wealth management firm Raymond James has opened a hub in Fulham led by newly-hired branch principals Dasha Plotnikova and Max Scholey.
Raymond James Fulham will provide discretionary investment management services to clients primarily in southwest London, while also servicing clients throughout the UK.
Plotnikova started her career in the research team at Killik before becoming an investment manager.
On joining the firm, she said: “Raymond James gives us the perfect middle ground of being able to run our own practice while having the support of the Raymond James network.
“Within our own branch, we can focus on doing what we do best – building strong client relationships and managing investment portfolios.”
Scholey also arrives from Killik after beginning his career at the firm in 2013 as a branch assistant, before taking up the role of senior investment manager.
He added: “More and more wealth management companies are moving down the centralised model route. We feel that each client deserves a bespoke portfolio built around them.
“Partnering with Raymond James allows us the freedom to think about what is best for each client and manage their investments accordingly. Clients will have the security of a big firm and the personalised service of a boutique.”
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