Barclays Wealth offers investment, brokerage and banking services to high net worth individuals and families, trusts, foundations and endowments. Integrity and mutual trust are the fundamental components of our relationships with our clients.
Our holistic approach features financial consulting, asset management, capital markets execution, private banking and trust services. We add value through the intellectual capital based advice we provide our clients which leverages the depth of Barclays talent throughout the world.
Barclays Wealth has a global presence, including 12 office locations in the Americas.
Holistic, integrated wealth management
Our personalized, integrated approach to wealth management leverages institutional-quality products, innovative solutions and outstanding service to meet our clients' diverse needs. We offer cutting edge research, superior advice and integrated, comprehensive reporting for all client assets.
Innovative portfolio construction
We customize investment solutions for each client through a comprehensive understanding of their goals and aspirations, investment attitudes and risk tolerance. Our team employs rigorous quantitative analyses to develop asset allocations, which we monitor on an ongoing basis to ensure that portfolios reflect client objectives as well as tactical, market-driven changes. Read more.
Sound investment advice and performance
We offer clients an open architecture platform of carefully selected investment managers and products across traditional and alternative asset classes. Our manager selection process is driven by rigorous due diligence and ongoing monitoring of managers to preserve platform quality.
Tailored solutions
Barclays Wealth offers clients the discreet personal service of a boutique investment firm within one of the world's largest banks. Each client receives dedicated coverage by one of only 120 teams across the Americas, resulting in high touch service and direct access to the firm's resources and senior management.
Access to firm's global resources
Barclays Wealth offers clients access to the expertise, innovative solutions and execution of Barclays Capital, a leading global investment bank, and the wider expertise of the Barclays Group.
Note: Not all products or services listed or discussed are currently available to Barclays Wealth clients in the Americas. Some are scheduled for rollout in 2011. Please contact your investment representative for information on available products.
Barclays Wealth is the wealth management division of Barclays Bank PLC, functioning through Barclays Capital Inc. in the U.S. Barclays Capital Inc., an affiliate of Barclays Bank PLC, is a U.S. registered broker/dealer and is regulated by the U.S. Securities & Exchange Commission. The registered office of Barclays Capital Inc. is 745 7th Avenue, New York, NY 10019. Barclays Bank PLC is registered in England and Wales (registered no. 1026167) with a registered office at 1 Churchill Place, London, E14 5HP, United Kingdom. Barclays Bank PLC is authorized and regulated by the Financial Services Authority. Securities are offered in the U.S. through Barclays Capital Inc. member FINRA, NYSE and SIPC.
