Raymond James Investment Services
Simon Benarroch FCSI is a Chartered Wealth Manager at Raymond James Investment Services, where Simon specializes in providing financial advice for individuals moving to Israel. Additionally, Simon is also an Owner/Director at Overseas Trust and Pension Ltd, a company that offers international trust, retirement, and pension solutions for corporate and private clients. Benarroch focuses on protecting, preserving, and enhancing client wealth while meeting their strategic financial needs.
Raymond James Investment Services
Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. We are committed to helping individuals achieve their unique goals, while also developing and supporting successful professionals, and helping our communities prosper. Raymond James currently supports over 100 independent practices – a mix of private client investment managers, wealth managers and investment-oriented financial planners located throughout the UK. Our US parent company, Raymond James Financial, was established in 1962. It has $1.45tn assets under administration and supports approx. 8,700 wealth managers. Follow us for the latest news and opportunities in wealth management, or visit our website for more information. Raymond James Investment Services is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. All information is correct as at 31 March 2024.