Wealth and Investment Management
We provide investment advice, financial planning and wealth management services to high net worth individuals and businesses and families, trusts, foundations and endowments.
Our innovative Investment Philosophy combines insights from the science of behavioral finance and psychology with modern theories of portfolio management. By looking at every aspect of your wealth from a holistic perspective, we aim to create a customized portfolio that matches your objectives and financial personality, while maintaining a level of risk with which you are comfortable.
The latest research on investment strategy, asset allocation, and wealth management, along with market insights.
Compass, monthly publication
The seventeenth volume in the Barclays Wealth Insights series investigates the different ways in which the global landscape of wealth is changing, providing an in-depth look into how wealth is now being made, spent and shared across the world.
Wealth Insights Vol 17: Origins and Legacy: The Changing Order of Wealth Creation