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DirectoryFinance & InsuranceFinancial ServicesLausanneRaymond James Lausanne Sàrl
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Raymond James Lausanne Sàrl

Summary

About the company

The company is a financial services provider whose core activities are in the areas of investment banking, equity research, fixed income capital markets and private wealth management. It offers a wide range of services, including corporate finance, mergers and acquisitions, capital market transactions, research and advisory services for companies and institutional investors. Additionally, it provides private wealth management and advisory services for private clients.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered7
Wealth Management
Wealth management with advice for growing and preserving wealth, retirement planning, family planning, estate planning and business-owner solutions.
Client Portal and Online Account Access
Online access to Raymond James accounts with login, password help, client resources, privacy and security information, and FAQs for clients.
Retirement and Financial Planning
Planning for retirement, individual retirement accounts, qualified retirement plans, SEP plans, 401(k) plans and college planning.
Investment and Securities Solutions
Investment advice and securities solutions with funds, bonds, fixed-income strategies, options, convertible securities, private markets and research.
Banking and Lending Services
Cash management, cash sweeps, deposit programs, debit and credit cards, and margin solutions through Raymond James Bank.
Insurance and Risk Solutions
Life insurance, long-term care, annuities and other insurance solutions for financial protection.
Trust, Estate and Charitable Giving Services
Trust solutions, estate planning, collaboration with attorneys and other advisors, and charitable giving structures.
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Location

Avenue des Toises 12
1005 Lausanne
Opening hours
Mon
08:30 - 18:30
Tue
08:30 - 18:30
Wed
08:30 - 18:30
Thu
08:30 - 18:30
Fri
08:30 - 18:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-494.400.308
Founded
2015 · 11 years
Last commercial register change
November 25, 2021
Employees
1 to 10

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