Developing a common perspective
We strive to see the world as you do: we recognise that our approach to the management of your wealth must reflect the breadth of your needs. So we will help you to develop a robust strategy that takes account of all aspects of your financial assets. This might consist of:
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1. A Cash Allocation to meet your short-term needs and future outgoings, and to provide a safety cushion. 2. An Optimised Portfolio, which represents the central part of your asset base and reflects your longer-term investment strategy. 3. Other investments, complementing your Optimised Portfolio and selected on a case-by-case basis. The objective of these investments is to deliver additional return and offer you the chance to get more deeply involved in the investment process. They will typically include tactical investment opportunities and carefully selected investments in asset classes such as private equity and real estate, where liquidity is scarce. Collectively, we call these investments the Guided Portfolio. |
Our investment philosophy encompasses all three elements, adopting the most appropriate technology and techniques for each element individually.
The products and services described on this page are provided by the following companies, which are part of Barclays Wealth: Barclays Bank (Suisse) SA in Switzerland, Barclays Bank PLC in England & Wales and Barclays Bank PLC in Monaco. For further information on these companies and Barclays Wealth please read the Important Information.
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. Each Barclays Wealth company reserves the right to make a final determination on whether or not you are eligible for any particular product or service.
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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.
*Subject to system’s availability