Business Transformation | 09.29.26
Raymond James Launches Public/Private Model Portfolios for HNW Clients
Raymond James Financial has launched Private Wealth Guided Portfolios, a set of risk-based model portfolios designed for advisors serving high-net-worth (HNW) and ultra HNW clients. The portfolios combine traditional public-market investments, including equities and fixed income, with dedicated allocations to alternative investments, such as private-market and hedged strategies. Raymond James said its asset management services group oversees portfolio construction, while its private markets and alternatives team handles due diligence and ongoing monitoring. The launch reflects a broader industry trend toward integrating public and private assets into advisor-managed portfolios, with firms including Wellington Management, Vanguard, Blackstone, Capital Group, KKR, Morningstar Wealth and others pursuing similar offerings.
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