Investment management
    Personal investment management service
    Brokerage services

Discretionary approach

Adopting a discretionary approach means that, having agreed the strategy you want to follow, you delegate to us the day-to-day investment decisions relating to your portfolio. This is ideal if you don’t have the time or resources to commit to researching and monitoring the global financial markets.

Understanding your goals

To ensure all aspects of your investments are managed efficiently, we bring together specialists from both banking and investment perspectives. Before recommending an investment strategy we take the time to understand your circumstances, investment goals and risk profile. We then work closely with you to help formulate your ideal investment approach.

 

Key features

  • Hand over all or part of your portfolio to our professional investment managers
  • Our innovative multi-manager approach draws on the expertise of some of the world's leading investment managers
  • If your circumstances change, so can your investment strategy

Benefits for you

  • Ongoing contact with your investment management team
  • Regular valuations and performance updates
  • The advantages of a well-diversified portfolio

Find out more about our discretionary approach

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.

Contact us

 

Legal information

The products and services described on this page are provided by the following companies, which are part of Barclays Wealth: Barclays Stockbrokers Limited in England & Wales, 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.


  • Online Services

Research and analysis on the markets. View Research.


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.

BARX - Barclays Stockbrokers fully customisable professional trading platform allows seamless trading in equities and CFDs

Gerrard Client Centre - Online access to Gerrard Investment Management Portfolios

International Online Banking - Online banking for international clients

UK Online Banking - Online banking for UK resident clients

Barclays Stockbrokers - The UK’s largest execution-only broker offers self directed investors access to a wide range of investment products & services

e-FX Dealer - An internet based real-time* treasury dealing service for intermediaries and corporate clients

Corporate eBanking
Online banking for intermediaries and corporate clients providing you with real time access* to your accounts.  Log-on to the appropriate service for you:

International Corporate eBanking
Wealth Online Banking (Switzerland) for Swiss based accounts
Wealth Online Banking (Singapore) for Singapore based accounts

*Subject to system’s availability