Barclays offers investment, brokerage and banking services to high net worth individuals and families, trusts, foundations and endowments. Integrity and mutual trust are the fundamental components of our relationships with our clients.
Our holistic approach features financial consulting, asset management, capital markets execution, private banking and trust services. We add value through the intellectual capital based advice we provide our clients which leverages the depth of Barclays talent throughout the world.
Wealth and investment management services are offered globally through dedicated offices in over 20 countries, including 12 in the U.S.
Holistic, integrated wealth management
Our personalized, integrated approach to wealth management leverages institutional-quality products, innovative solutions and outstanding service to help meet our clients' diverse needs. We offer cutting edge research, superior advice and integrated, comprehensive reporting for all client assets.
Innovative portfolio construction
We customize investment solutions for each client through a comprehensive understanding of their goals and aspirations, investment attitudes and risk tolerance. Our team employs rigorous quantitative analyses to develop asset allocations, which we monitor on an ongoing basis to ensure that portfolios reflect client objectives as well as tactical, market-driven changes. Read more.
Sound investment advice and performance
We offer clients an open architecture platform of carefully selected investment managers and products across traditional and alternative asset classes. Our manager selection process is driven by rigorous due diligence and ongoing monitoring of managers to preserve platform quality.
Barclays offers clients the discreet personal service of a boutique investment firm within one of the world's largest banks. Each client receives dedicated coverage by one of approximately 120 teams across the Americas, resulting in high touch service and direct access to the firm's resources and senior management.
Access to firm's global resources
Wealth and Investment Management is the gateway for private clients to Barclays resources, offering access to expertise, innovative solutions and execution of Barclays Capital, a leading global investment bank, and the wider expertise of the Barclays Group.
See Important Information - Important company and regulatory information about Barclays companies.
1 Through Corporate and Investment Banking
2 Through Barclays Wealth Trustees (U.S.), N.A.