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're 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


Outlook 2021

This year’s Outlook 2021, our experts discuss the key themes and strategies for Barclays Private Bank in the coming year. They explain, why with the prospect of lower returns, investing in high-quality companies appeals. We’ve also looked at the risk for bonds of sustained higher yields and why investing sustainably may life returns.


It all begins with a conversation

Discuss your needs with us and find out how we can help you achieve your goals. We serve clients who can establish an investment portfolio of at least £5m (or local currency equivalent) with us.

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