Court of Protection service

Solutions for professional financial advisers

If you're a professional financial adviser, Barclays Wealth is ideally placed to help you successfully manage your clients’ wealth.

We can offer your clients a single relationship across wealth management and banking. They will enjoy the advantage of our comprehensive range of services, products and expertise that covers all areas of investment management including portfolio strategy, money management and wealth structuring.

We work closely with you to understand your clients’ circumstances, objectives and risk profiles. Our knowledge has been developed over many years of managing intermediary accounts. Our expertise and experience means that Barclays Wealth is one of the leading providers of investment services in your sector.

How we can help you grow and protect your clients' wealth
  • Capital protected solutions 
    We offer cover for all situations from £4,000 and bespoke solutions from £1m.
  • Cash management solutions
    Available from £1m, we can offer your high net worth private clients attractive rates of return using AAA-rated funds through Barclays Global Investors (BGI).
  • Credit facilities
    We can arrange credit for your clients in the form of portfolio lending or mortgage lending, with introductory fees available to the introducer. 
  • Wealth portfolios
    We provide centrally managed investment solutions that are tailored to allow you to stay in control of your clients' investments. We also offer a choice of asset allocation styles.

In addition, we can offer you and your clients the following investment solutions:

 

Discretionary management

We are specialists in managing pensions, charities, corporate monies and portfolios tailored to your clients’ requirements.


AIM portfolio service

Give your clients the opportunity to invest in the dynamic Alternative Investment Market (AIM) while enjoying inheritance tax planning advantages.

Find out more about our solutions for professional financial advisers

To learn more about how Barclays Wealth could help your business, please complete our online form and we’ll contact you as soon as possible.

Contact us

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  • 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