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Investment Services

Investment Services

We give you versatility and a choice of services to suit your goals and approach to investment.

Your Private Banker will introduce you to a dedicated investment advisor who will ensure you are backed by the full power of Barclays. And we will use our pioneering Wealth Philosophy (based on behavioural psychology) to better understand your risk appetite and preferences.

You can choose how to invest with us. If you prefer to delegate investment management, we’ll create the right portfolios overseen by a dedicated specialist. If you'd like more control but to still be backed by our market-leading advice and support, then our Advisory Services could be for you. Alternatively, if you are a professional investor, you may want full control.

You also have access to our expert Wealth Planners and partners, who will help to navigate the complex world of tax across different jurisdictions and asset classes.

Our different investment options are described below.

Please note: investments can fall as well as rise in value. Your capital may be at risk.

Discretionary Services

  • A dedicated portfolio manager will invest on your behalf
  • Constant oversight to make sure your portfolio is in the right place at the right time
  • Comprehensive range of multi-asset class solutions, as well as single-asset class strategies across equity and fixed income
  • Bespoke or modelled portfolios diversified to manage risk efficiently

Advisory Services

  • Retain control of your portfolio with support from your Private Banker and Investment Advisor
  • Access some of the best investment providers in the world and investment services that have been screened through our rigorous selection process
  • Get advice on portfolio construction, investment strategies and risk management
  • Receive regular portfolio reviews, relevant research and alerts about investment opportunities

Execution Only

  • Where advice is not required, we can provide you with market colour, real-time information and timely execution
  • Trade a wide range of securities including single bonds, equities and foreign exchange

Direct Access

  • Access execution specialists and dedicated experts in the fixed income, equity, and foreign exchange markets
  • Receive market commentary and regular updates on open trade ideas and discuss investment opportunities, such as new debt issuance and IPOs, sourced from our extensive network
  • Our open architecture environment deals with a wide range of major and specialist trading counterparties, offering the best liquidity and prices available

 

  • Additional information for clients in India

    Please note not all the products and services listed above are available to Private Clients in India.

    For more information, please contact your local office, or visit our Important information page.

    Barclays offers wealth and investment products and services to its clients through Barclays Bank PLC registered in England and operates in India through its subsidiaries, including Barclays Securities (India) Private Limited (BSIPL). 

    BSIPL is a company incorporated under the Companies Act, 1956 having CIN U67120MH2006PTC161063. BSIPL is registered and regulated by the Securities and Exchange Board of India (SEBI) as a Portfolio Manager INP000002585. Broker: NSE Capital Market INB231292732, NSE Futures & Options INF231292732, NSE Currency derivatives INE231450334, BSE Capital Market INB011292738, BSE Futures & Options INF011292738; Depository Participant with the National Securities Depository Limited (NSDL): DP ID: IN-DP-NSDL-299-2008, Investment Adviser: INA000000391, Research Analyst: INH000001519. BSIPL is also registered as a Mutual Fund Distributor having AMFI ARN No. 53308.

    The registered office of BSIPL is at 208, Ceejay House, Shivsagar Estate, Dr. A. Besant Road, Worli, Mumbai – 400 018, India. Telephone No: +91 22 67196363. Fax number: +91 22 67196399 Compliance Officer contact details: Name: Ms. Arunima Basu, Contact number: +91 22 61754000, E-mail: bsiplcompliance@barcap.com Investor Grievance E-mail: BSIPL.concerns@barcap.com. Website: www.barclays.in/BSIPL

Collaboration begins with a conversation

Collaboration begins with a conversation

Discuss your needs and find out how we can help you achieve your goals.