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
Read Bio







Transaction History
Transaction history may include a transaction completed by a Raymond James banker while at a former firm.
Recent News
Investment Banking
|
April 28, 2022
60% of GP-leds price at par or better, buyers expect a decline of 10% or more in valuations in the coming quarter
Read More about 60% of GP-leds price at par or better, buyers expect a decline of 10% or more in valuations in the coming quarter
Global Equities
|
March 23, 2022
Raymond James hires consumer sector analyst Rick B. Patel
Read More about Raymond James hires consumer sector analyst Rick B. Patel
Investment Banking
|
March 21, 2022