Barclays is a leading global financial services organization entrusted with $2.4 trillion in client assets¹. The organization’s legacy of trust, stability and effective risk management is further illustrated by its A+/Aa3 credit ratings², 320-year old history and no government involvement.3
Through the Wealth and Investment Management business of Barclays, we offer investment, brokerage and banking services to high net worth individuals and families, trusts, foundations and endowments. As part of one of the largest financial services providers in the world, we offer high net worth clients with the breadth of Barclays internal and external resources and its intellectual capital, combined with a wealth management boutique having fewer than 300 advisors.
Note: Not all products or services listed or discussed are currently available to Wealth and Investment Management clients in the Americas. Some are scheduled for rollout in 2011. Please contact your investment representative for information on available products
1Assets as of 12/31/2011. USD figures derived using exchange rate on 12/31/2011 of £1 GBP = $1.54408.
2 S&P /Moody's rating as of 02/10/12. Ratings are of Barclays Bank PLC because it’s the legal entity from which debt is issued. Barclays Plc is the parent company from which debt is not currently issued.
Moody's ratings represent the opinion of Moody's Investors Service as to the relative creditworthiness of securities. As such, they should be used in conjunction with the descriptions and statistics appearing in Moody's publications. Reference should be made to these statements for information regarding the issuer. Moody's ratings are not commercial credit ratings. In no case is default or receivership to be imputed unless expressly stated.
Standard & Poor's credit ratings express forward-looking opinions about the creditworthiness of issuers and obligations. More specifically, Standard & Poor's credit ratings express a relative ranking of creditworthiness. Issuers and obligations with higher ratings are judge by us to be more creditworthy than issuers and obligations with lower credit ratings. Creditworthiness is a multi-faceted phenomenon. Although there is no "formula" for combining the various facets, our credit ratings attempt to condense their combined effects into rating symbols along a simple, one dimensional scale. Indeed, as discussed below, the relative importance of the various factors may change in different situations. The term creditworthiness refers to the question of whether a bond or other financial instrument will be paid according to its contractual terms. At first blush, the idea of credit worthiness seems entirely straight forward.
3Refers to Barclays bank PLC and its predecessor partnerships and firms
Barclays offers wealth management products and services to its clients through Barclays Bank PLC ("BBPLC") that functions in the United States through Barclays Capital Inc. ("BCI"), an affiliate of BBPLC. BCI is a registered broker dealer and investment adviser, regulated by the U.S. Securities and Exchange Commission, with offices at 200 Park Avenue, New York, New York 10166. Member FINRA and SIPC. Securities are offered in the U.S. through BCI.
Barclays Bank PLC, registered in England and Wales (no. 1026167), has a registered office at 1 Churchill Place, London, E14 5HP, United Kingdom, and is regulated by the Financial Services Authority.