Investing with Barclays
With Barclays iInvest we will work with you to tailor an investment solution designed to meet your unique needs, circumstances and attitude to risk.
Step 1 - We find out about you and your investment needs
Here are some of the questions we might ask you:
- What do you want to achieve from your investments?
- Do you need income, capital growth or a combination of the two?
- Do you want to invest offshore?
- Do you need flexibility, for example, because of your international lifestyle?
- What is your tolerance - and capacity for risk?
- Do you want to move, protect or restructure your wealth?
- In which currencies would you like to invest?
Step 2 - We build an investment solution tailored to your needs
We will draw on our expertise, access to leading fund managers and extensive range of international investment opportunities to build an investment solution that is tailored to serve your unique circumstances, aspirations and attitude to risk.
Step 3 - Your investment portfolio is very simple to manage
You can make all your investments with just one application. We will send you a statement every six months showing your entire Barclays iInvest portfolio. However, any structured deposits you hold will be presented on a separate statement.
Investment funds should be viewed as a medium- to long-term commitment, that is five years or more, and our structured products range between three and six years. The value and any income from them can go down as well as up. You might get back less than you originally invested.
You have sole responsibility for the management of your tax and legal affairs, including making any applicable filings and payments and complying with any applicable laws and regulations. We have not provided and will not provide you with tax or legal advice and recommend that you obtain your own independent tax and legal advice tailored to your individual circumstances.
How to apply
Barclays iInvest is available to investors with £50,000 (or currency equivalent) to invest. To find out more choose one of the following options:
Speak to your Relationship Manager
Telephone us on +44 (0)1624 684496†
Download the Barclays iInvest brochure.
The products and services described on this page are provided by the following companies, which are part of Barclays: Barclays Bank PLC in London and Barclays Private Clients International Limited in the Isle of Man, Jersey and Guernsey. For further information on these companies and Barclays please read the Important Information.