Key features
- You can take an active role in your managing your investments
- Access to Barclays Group products and services normally available only to large institutions
- Comprehensive portfolio monitoring
- Regular valuations and performance updates
If you have a keen, active interest in the financial markets and would prefer frequent contact with your investment management team, an advisory approach to managing your investments might be right for you.
By adopting an advisory approach, you become part of the investment management team. We work closely with you to help formulate your ideal investment strategy, and consult with you on any changes to your portfolio. With the advisory approach, you have the final say in all decisions relating to your investment.
Of course, you can still enjoy access to some of the world’s leading investment managers supported by a dedicated investment servicing management team in one comprehensive service.
To learn more about how our investment management solutions could help you, please complete our online form and we’ll be in touch as soon as possible.
The products and services described on this page are provided by the following companies, which are part of Barclays Wealth: Gerrard Investment Management Limited in England & Wales, Barclays Bank PLC in England & Wales, Barclays Bank (Suisse) SA in Switzerland, Barclays Private Bank and Trust Limited in Jersey, Barclays Private Bank and Trust (Isle of Man) Limited in the Isle of Man, Barclays Private Asset Management (Monaco) Limited in Monaco. For further information on these companies and Barclays Wealth please read the Important Information.
Products and services on this site may not be available in certain jurisdictions. In particular, these products and services are not being offered in Japan or the United States or to US residents. For full details of exclusions and disclaimers please see the Important Information before proceeding. Each Barclays Wealth company reserves the right to make a final determination on whether or not you are eligible for any particular product or service.
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Products and services on this site may not be available in certain jurisdictions. In particular, these products and services are not being offered in Japan or the United States or to US residents. For full details of exclusions and disclaimers please see the Important Information before proceeding.
*Subject to system’s availability