Asset & Wealth Management Investment Banking

Unparalleled expertise, objective advice

Drawing upon deep expertise across the asset management, wealth management and securities industries, the Asset & Wealth Management group at Raymond James provides high-quality financial and strategic advice to firms undergoing transformational events, including M&A, public offerings of equity and debt, private placements, divestitures, spinoffs, capital raises, recapitalizations and succession plans.

The group’s senior bankers, who pride themselves on delivering conflict-free advice focused on clients’ best interests, average more than 20 years of experience and collectively have completed more than 300 investment banking engagements.

Asset & Wealth Management Subsector Expertise

Wealth Management
  • Multi-Family Offices
  • Fee-Based Advisors
  • Trust Companies
  • Independent Broker-Dealers
Alternative Asset Management
  • Real Assets / Infrastructure Funds
  • Real Estate Asset Managers
  • Private Equity and Hedge Funds
  • Fund of Funds
Institutional Asset Management
  • Quantitative Asset Managers
  • ESG / SRI Funds
  • Institutional Consultants / DCIO / OCIO
  • Mutual Funds
Other Financial Services
  • Private Banks
  • Investment Banks
  • Exchange Traded Funds

Senior Banking Team

Elizabeth Nesvold
Managing Director, Head of Asset & Wealth Management Investment Banking
New York
   
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Richard Durkes
Richard Durkes
Vice Chairman of Investment Banking
Chicago
   
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Jeff Brand
Managing Director
Chicago
   
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Larry Herman
Larry Herman
Managing Director
Memphis
   
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Ed Higham
Managing Director
New York
   
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Transaction History

Transaction history may include a transaction completed by a Raymond James banker while at a former firm.

Recent News

Investment Banking  |  November 2, 2020

Raymond James expands Private Capital Solutions Investment Banking practice

Read More about Raymond James expands Private Capital Solutions Investment Banking practice
Investment Banking  |  October 12, 2020

Raymond James adds veteran banker; strengthens Transportation Investment Banking capabilities

Read more about Raymond James adds veteran banker; strengthens Transportation Investment Banking capabilities
Global Equities  |  September 30, 2020

Raymond James analysts receive nine awards in the 2020 StarMine Analyst Awards from Refinitiv

Read More about Raymond James analysts receive nine awards in the 2020 StarMine Analyst Awards from Refinitiv