Our new investment philosophy

At Barclays Wealth we have developed a different and more focused approach to wealth management. Understanding that wealth means different things to different people, we believe that no one is better placed than Barclays Wealth to help you acquire wealth and grow it, use and enjoy it, protect it and pass it on.

Our appreciation that every investor is complex and different and can have complex needs, has led us to our development of a highly innovative new approach that we call our investment philosophy. We believe it radically improves the management of private client investments.

Our investment philosophy uses sophisticated profiling and portfolio construction techniques to aim for investments that deliver market-leading performance in the way you want, because while performance is key, it is performance that suits you that really matters. Performance that reflects your attitudes and personality and gives you the confidence and reassurance to make decisions with clarity and speed.

Our investment philosophy has three components the first of which involves a thorough multi-layered profiling process that accurately identifies your financial personality. We then match this with a range of investment styles, used singly or in combination, to create a targeted investment strategy.

Finally, we aim to deliver the portfolio style and performance you need by using state-of-the-art investment technology designed by, and exclusive to, us.

 

Identifying your unique financial personality

Our specialist team of experts has designed a process, and associated tools, to assess your financial personality precisely. Our assessment identifies various traits that describe how you as an individual perceive, interpret and react to financial decisions. Together, these traits form a high-resolution picture of who you are.

An innovative approach to structuring investment portfolios that accurately reflect your financial personality

Your Financial Personality Assessment helps us design a bespoke investment portfolio by blending different investment styles to suit your objectives and personality.

This should ensure that you are comfortable with your portfolio’s outcomes in both the short and long term, and that you are more likely to be rewarded for taking the amount of risk that is right for you.

Using state-of-the-art investment technology throughout the process

Barclays Wealth is committed to using the asset management industry’s most robust tools and techniques to develop and implement a range of investment styles that are appropriate for your financial personality.

We use these tools and techniques to add value during every stage in the process, from financial profiling and portfolio construction to investment selection. We also apply these to strategy and portfolio blending, investment research and risk management.

Of course this approach does not eliminate risk, but aims to ensure that you are comfortable with the level of risk you are taking. The value of your investments can fall as well as rise.

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Barclays Wealth Invesment Philosophy