Non-discretionary approach
If you have a keen, active interest in the financial markets and would prefer to be contacted with investment recommendations from your investment management team, a non-discretionary approach to managing your investments might be right for you.
Benefit from our expertise while enjoying more control
By adopting a non-discretionary approach, you become part of the investment management team. You have the final say in all decisions relating to your investment, but we'll work closely with you to help formulate your ideal strategy, advise on your decisions and consult on any changes to your portfolio.
Naturally you'll enjoy access to some of the world's leading investment managers.This includes access to Barclays Group products and services that are normally only available to larger, institutional investors.
As part of our service, you'll also benefit from:
- Comprehensive portfolio monitoring
- Regular valuations and performance updates
- Access to market news and information
- A proactive, tailored service
Learn more
To find out more about our investment management services, please contact us and we'll be in touch as soon as possible.
Legal information
The products and services described on this page are provided by the following companies, which are part of Barclays Wealth: Gerrard Investment Management Limited in England & Wales, Barclays Bank PLC in England & Wales, Barclays Bank (Suisse) SA in Switzerland, Barclays Private Bank and Trust Limited in Jersey, Barclays Private Bank and Trust (Isle of Man) Limited in the Isle of Man, Barclays Private Asset Management (Monaco) Limited in Monaco. For further information on these companies and Barclays Wealth please read the Important Information. 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.