Barclays

Investments, wealth protection and financial planning for residents of Jersey, Guernsey, Gibraltar and the Isle of Man

We can tailor an investment, wealth protection and financial planning solution designed to meet your unique needs.

Benefits of Barclays iInvest

• Simple set-up and management. There is one application to set up your Barclays iInvest portfolio. And you can manage all your investments in one Barclays iInvest account.
• Expert advice when you need it. You can meet regularly with our International Investment Advisers to help ensure that your assets and investments are giving you the return that you need.
• Offshore banking benefits. We do not provide tax advice, but we will work with your independent tax and legal advisers so you can gain access to trust funds and other tax planning opportunities.
• Day-to-day banking. You can get all the benefits of a Barclays bank account, including multi-currency accounts, online¹ and telephone banking and the personal assistance of a Relationship Manager².
• Mortgages. We offer mortgages with a variety of structures and repayment options.

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.

See a client case study.

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.

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Here is a fictitious case study based on the types of people we have helped.

Name: Rupert and Jo

Occupation: Environmental planner and press relations consultant, respectively

Age: 45 and 40

Situation: Living in Jersey with their two children, Toby and Alexander

Overview
Rupert and Jo have a comfortable lifestyle. Their jobs allow them to spend as much time together with their two boys as possible. They have little knowledge of investments, but would like to plan for their children's university education costs, and for their own retirement.

Stability and reliability

• Rupert and Jo have made the most of their Barclays account. Their Relationship Manager helps them with day-to-day banking, and they can meet with their International Investment Adviser when they want financial planning advice.
• In addition to their small savings accounts and insurance policies, we have helped them set up a retirement plan that brings their pensions together under one roof for easier management.
• They have set up tax-efficient trust funds for their two boys to help with the costs of attending university.
• We also provided Rupert with a buy-to-let mortgage for a small flat in London, as his oldest son has expressed an interest in going to university there in a couple of years' time.
• Their International Investment Adviser has helped them create a low risk, easy to manage portfolio, while also helping them to maximise returns by making the most of their offshore status.
• They have a multi-currency facility in their account, as they need to be able to deal in both euros and sterling.
• When they travel on business or family holidays, they can keep up to date on the progress of their banking and investments online².