Advisory approach
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.
Benefit from our expertise while enjoying more control
By adopting an advisory approach, you become part of the investment management team. You have the final say in all decisions relating to your investment, but we'll work closely with you to help formulate your ideal strategy, advise on your decisions and consult on any changes to your portfolio.
Naturally, you'll enjoy access to some of the world’s leading investment managers.This includes access to Barclays Group products and services that are normally only available to larger, institutional investors.
As part of our service, you'll also benefit from:
- Comprehensive portfolio monitoring
- Regular valuations and performance updates
- Access to market news and information
- A proactive, tailored service
