Client events

Barclays Personal Investment Management (BPIM) provides a personal investment management service. We love meeting our clients face to face.

At our 'BPIM Experience Day' events you can not only meet your Investment Servicing Manager, but also hear presentations from the experts who help to manage your money. Our events are held around the UK and announced in Client Matters. If the presentations are relevant for your particular investment, your Investment Servicing Manager will send you an invitation at least a month before the event.

The events include presentations on our MultiManager products, the financial markets and future outlook, and topical tax issues. There is also the opportunity to pass your questions to the panel to be answered by our speakers. All of our team attending the event are happy to speak with you more privately on the day about your own investments.

Topics covered include

MultiManager:

• How we manage your money
• How we provide access to some of the world's leading investment managers
• What we are doing to ensure you get the best performance and returns
• Current market views

Financial markets:

• What is happening around the globe
• How the markets could impact on your investments
• The reasons behind some of the headlines in the financial press
• The outlook for each asset class

Topical tax issues:

• What you need to know about tax
• How Inheritance Tax affects you and what can be done to reduce its impact
• Capital Gains Tax and the actions you can take to mitigate it

Legal information