Luke Evans
Wealth Manager & Branch Principal
Luke is the Founder and Branch Principal of Raymond James, Mayfair; where he leads with expertise and a commitment to excellence. With a deep-seated passion for wealth management, Luke has dedicated his career to helping clients as they aim to achieve their financial goals. He previously managed client portfolios at two branches of a prominent national wealth management firm, consistently delivering strong results.
As a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and a member of the Chartered Alternative Investment Analysts (CAIA), Luke’s credentials highlight his dedication and expert knowledge in financial services. He is renowned for his client-centric approach, ensuring personalised financial solutions and fostering long-lasting relationships built on trust and transparency. His deep understanding of financial markets and investment strategies enables him to navigate complex financial landscapes with confidence and precision.
Away from the office, Luke enjoys spending quality time with his young family, as well as pursuing his passions for snowboarding, golf, and travel.
Email: Luke.Evans@RaymondJames.com
Roger Bown
Research Analyst & Trainee Investment Manager
Roger joined the Raymond James Mayfair team in August 2023, bringing with him over 38 years of extensive experience in financial services. His career began with Barclays in 1986, and he has since held various prominent roles, including Sales & Investment Director at a national IFA firm and setting investment policy for a wealth management business overseeing in excess of $1 billion of client’s global assets.
In his current role, Roger undertakes detailed research for the branch’s investment proposition, reviews portfolios, and helps service existing clients. He is a Chartered Member of the Chartered Institute for Securities & Investment (CISI) and holds a Diploma in Financial Planning via the Chartered Insurance Institute/Personal Finance Society (CII/PFS), underscoring his detailed knowledge and commitment to excellence in financial planning.
When not working, Roger enjoys swim coaching and is qualified as a PADI Master Instructor. Having taught over 1,000 people to scuba dive and personally logging over 5,000 dives, he feels privileged to have been part of many a diver’s underwater adventure. He is passionate about preserving the underwater world and encouraging others to be environmental ambassadors both above and beneath the surface.
Email: Roger.Bown@RaymondJames.com
Kate Miller
Administrator
Kate joined the team at the beginning of 2021 and has since provided dynamic support to the wealth management team at Raymond James, Mayfair. Her role encompasses a wide range of responsibilities, including opening accounts, managing payments, ensuring records are accurate, and overseeing the branch’s customer relationship management system. Kate excels in maintaining the accuracy and security of all customer data and records and her meticulous attention to detail and dedication to client satisfaction make her an invaluable asset to the team.
With a wealth of knowledge gained from her 15-year tenure in retail banking, Kate has honed her proficiency through various customer-facing roles. Her commitment to providing exceptional client outcomes aligns perfectly with Raymond James’ mission to put clients first and ensure their best interests.
Beyond her professional achievements, Kate is an avid tennis player and proudly serves as Treasurer for the Sussex County Netball Association and Sussex Netball Club. In her leisure time, she enjoys attending sporting events, theatre productions, and cinema outings.
Email: Kate.Miller@RaymondJames.com
Alex Gracian
Investment Committee Member
Alex joined Raymond James, Mayfair’s Investment Committee in 2017, bringing with him a wealth of experience and insight to the firm’s proposition. With over 20 years of experience managing multi-billion pounds of global assets, Alex has excelled on both the buy and sell side at top-tier investment banks. He has also managed assets for in-house sovereign wealth clients, as well as corporate and government pension funds.
Most recently, Alex served as Chief Investment Officer for the London Pension Authority, where he managed over £5 billion of assets. His high conviction and entrepreneurial spirit led him to co-found Resolute Investment Management, a hedge fund that applies the quantitative approach he has honed over many years to European equities.
Alex’s expertise and innovative mindset make him a valuable asset to Raymond , Mayfair’s Investment Committee, bringing his institutional investment experience to a private wealth setting.
Alex splits his time between London, the south of France and Valencia. He has a passion for property and is building a new home in London, whilst also carefully undertaking a restoration project for his home in Valencia.
Raymond James
Raymond James, Mayfair is a branch of Raymond James Investment Services Limited. As a boutique investment management firm, Raymond James Mayfair specialises in building bespoke portfolios and providing a remarkable service to Private Clients, Professional Advisers, Trusts and Charities.
Raymond James Investment Services Limited has been offering trusted advice and personalised wealth management solutions in the UK since 2001. Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over six decades. With more than 300 wealth managers, we now have over 50,000 client accounts and look after more than £18.9 billion in client assets in the UK.
We provide tailored investment management and financial advice to individuals and their families. We also provide investment management services to charities. As part of the core Private Client Group of Raymond James Financial, Inc., we benefit from the size and scope of a well-established, profitable and diversified financial services firm. To find out more, go to the Raymond James UK website.
*All Raymond James stats as of 31 December 2024