Your investments on your terms - managed by experts
It takes specialist knowledge to successfully navigate financial markets. Our experts can invest on your behalf with our discretionary portfolio management service.
You’ll benefit from a dedicated portfolio manager with a global network and the full resources of the Barclays Private Bank and wider Group at their fingertips.
With regular performance updates and reports, we can actively manage your portfolio to meet your objectives.
We focus on investing for the very long term. We concentrate less on timing economic cycles, more on building a high quality portfolio that stands the test of time. Your discretionary management team will have an ongoing oversight of your investments and will diversify your portfolio to manage risk efficiently.
Your portfolio will benefit from the expertise of our in-house asset class specialists and tactical market positioning, as well as research from across the Barclays Group. We’re unconstrained in selecting the ideas that are most suited to your needs and objectives from across our global network.
We design multi-asset class portfolios that match your individual risk profile and investment objectives. Depending on your circumstances, our fixed income and equity solutions might be the right fit for you. We also have bespoke solutions for some larger portfolios.
Our online investment management platform gives you on-the-go access to your investments. This constant oversight combined with regular reports and the opportunity to take control when you want to, gives you complete control over your investments.
We are proud to have an investment strategy that leads with conviction, seeks out the best opportunities while managing risk and preserving wealth
Our multi-asset class discretionary portfolio has followed the same strategy that focuses on diversified portfolios with a long term view since it began in 2006. As a result, it has demonstrated a consistently robust performance.
The performance shown relates to Moderate Risk – GBP portfolios1. Please note that the Barclays composite reflects UK-booked GBP moderate risk portfolios that follow our extended multi-asset class strategy, run by Barclays Private Bank.
The value of investments can go down as well as up and you may get back less than your original investment.
We believe that it is in the best interests of our clients for us to be proactive and purpose-driven when investing on your behalf. We are committed to being a responsible investor. This means that through our partnership with EOS at Federated Hermes (EOS) we actively engage with and vote (in the UK and Jersey) with the companies our clients’ are invested in. We also incorporate Environmental, Social and Governance (ESG)2 factors into our investment decisions and analysis.
By committing to responsible investing, we believe this allows us to act in the best long-term interests of our clients - by ensuring there is a balance between maximising returns and representing the long term interests of our clients and ultimate beneficiaries.
You can find more information about our approach to effective stewardship, in our statements to the UK Stewardship Code 2020 and Shareholder Engagement Statement on the EU Shareholder Rights Directive II (SRD II).
For more detail see our page on responsible investing, and our engagement and voting activities.
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.
If you have any questions or want to discuss your investment options, call your local team.
Manage your investments and trade without advice
Barclays investment platform offers an execution and custody-only service to investors without the need for advice.
Your decisions, with our support and expert advice
Specialist, regulated advisory services to help you build a bespoke investment portfolio.
This communication:
Neither Barclays nor any of its directors, officers, employees, representatives or agents, accepts any liability whatsoever for any direct, indirect or consequential losses (in contract, tort or otherwise) arising from the use of this communication or its contents or reliance on the information contained herein, except to the extent this would be prohibited by law or regulation. Law or regulation in certain countries may restrict the manner of distribution of this communication and the availability of the products and services, and persons who come into possession of this publication are required to inform themselves of and observe such restrictions.
You have sole responsibility for the management of your tax and legal affairs including making any applicable filings and payments and complying with any applicable laws and regulations. We have not and will not provide you with tax or legal advice and recommend that you obtain independent tax and legal advice tailored to your individual circumstances.