Barclays Wealth

Tailored investment solutions from Barclays Wealth International

Our approach to recommending investments

Through the Barclays Wealth International investment service, we have developed a three step process that allows us to offer the most accurate investment advice we can to our clients.

1. Exploring your needs
   First we need to understand your financial personality - how you react to and handle financial decisions, and what you want to achieve with your investments.
2. Assessing your attitude to investment risk
   We have developed a new approach to fully understanding our clients' attitude to investment risk. By completing a short and easy to complete questionnaire, we are able to grade your risk tolerance according to one of five categories.
3. Selecting the right investments.
   Having gained this insight, our experts would be in a position to recommend a selection of investments to build the right investment portfolio for you.

There are several product categories from which we can choose investments including those listed below.

Global Beta
Global Beta offers a range of globally diversified portfolios that consist of exchange traded funds. These funds provide low-cost, index-tracking returns. Find out more about Global Beta portfolios.

Multi-Manager
Multi-Manager provides a choice of portfolios and currencies to suit your objectives. Our experts take care of asset allocation, selecting from some of the world's finest investment managers. Find out more about Barclays Wealth Multi-Manager.

Structured products
These are fixed term investments that can offer a degree of certainty. They offer a variety of risk and return profiles. For example, they can return a fixed interest payment or be linked to assets, indices, interest rates, equities or commodities. Find out more about structured products.

However, please bear in mind these are medium to long term investments, that is five years or more, and that their value and any income from them can go down as well as up. So you might not get back what you originally invested.

Investment tools with you in mind

You might consider yourself to be a savvy investor or maybe you’re new to investing. Either way we've developed a range of financial planning guides to help you find out more about our approach to recommending investments. View our financial planning guides.

For more information or to apply

Our investments are available for clients with £25,000 (or currency equivalent) or more to invest with us.

If you are not currently a Barclays Wealth International client and meet the above criteria please select one of the following options to apply for our products and services:

Call us on +44 (0)1624 684316†