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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            Peter Nesvold
            Peter Nesvold
            Chief Operating Officer, Financial Services 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 1, 2019

            Raymond James adds James Kim to Health Care Investment Banking

            Read More about Raymond James adds James Kim to Health Care Investment Banking
            Investment Banking  |  October 23, 2019

            Raymond James adds multiple professionals to Financial Services Investment Banking practice

            Read More about Raymond James adds multiple professionals to Financial Services Investment Banking practice
            Investment Banking  |  October 16, 2019

            Raymond James and Amegy Bank form strategic alliance to expand lending, investment banking, and capital markets capabilities to energy clients

            Read More about Raymond James and Amegy Bank form strategic alliance to expand lending, investment banking, and capital markets capabilities to energy clients
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