Investment advisory services

Investment advisory services

Your decisions, with our support and expert advice

Specialist, regulated advisory services to help you build a bespoke investment portfolio.

We can advise you on

Discretionary services - clients using these services receive both initial and ongoing advice.

Funds and structured products - clients using these services receive initial advice on setting up their portfolios.

What we offer

Barclays funds

Our range of funds reflects our investment philosophy and management approach – they can be active or passive, and focus on single or multiple asset classes.

Structured products

We have access to a range of counterparties, which allows us to deliver competitive pricing and innovation. We can create structured notes on request, subject to specific considerations.

Discretionary services

We offer a range of multi-asset class solutions and single-asset class strategies across equity and fixed income. Our bespoke or modelled portfolios are diversified to manage risk efficiently. All managed by a dedicated portfolio manager who’ll invest on your behalf.

Please remember the value of investments can go down as well as up and you may get back less than you original invested.

Online investment management

Our online investment management platform gives you on-the-go access to your investments. You can view and track your investment portfolio, see how each investment is performing and more.


Talk to us

If you have any questions or want to discuss your investment options, call your local team.

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Custody and execution

Manage your investments and trade without advice

Barclays investment platform offers an execution and custody-only service to investors without the need for advice.


Discretionary portfolio management

Your investments on your terms, managed by us

We work with all the resources of the Barclays Group to deliver diversified portfolio management, aligned to your goals.