Discretionary portfolio management services

Discretionary portfolio management services

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.

Features and benefits

Dedicated portfolio management

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.

Access to expertise

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.

Range of solutions

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.

Online access and complete control

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

Simon Smith, Head of Overseas Investments & Brokerage, Barclays

Strong, risk-adjusted returns

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.

Responsible Investing

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).

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.

Industry awards and commendations


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

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Advisory services

Your decisions, with our support and expert advice

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

Past performance is not an indication of future performance. The value of investments, and any income can fall, as well as rise, so you could get back less than you invested. Neither capital nor income is guaranteed.

This communication:

  • Has been prepared by Barclays Private Bank and is provided for information purposes only
  • Is not research nor a product of the Barclays Research department. Any views expressed in this communication may differ from those of the Barclays Research department
  • All opinions and estimates are given as of the date of this communication and are subject to change. Barclays Private Bank is not obliged to inform recipients of this communication of any change to such opinions or estimates
  • Is general in nature and does not take into account any specific investment objectives, financial situation or particular needs of any particular person
  • Does not constitute an offer, an invitation or a recommendation to enter into any product or service and does not constitute investment advice, solicitation to buy or sell securities and/or a personal recommendation.  Any entry into any product or service requires Barclays’ subsequent formal agreement which will be subject to internal approvals and execution of binding documents
  • Is confidential and is for the benefit of the recipient. No part of it may be reproduced, distributed or transmitted without the prior written permission of Barclays Private Bank
  • Has not been reviewed or approved by any regulatory authority.

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.