Investing expertise. Long-term vision
Let us do the heavy lifting for you. Our discretionary portfolio management service professionally invests on your behalf.
We’ll actively manage your portfolio over the long term to meet your objectives, giving you clear performance updates and reports. We manage your investments with specialist knowledge, a global network and a dedicated portfolio manager working for you.
At Barclays Private Bank, you have access to a range of multi and single-asset class solutions, including dedicated equity and fixed income strategies and our sustainable offering. Our in-house asset class specialists support our discretionary team and help us to make the most of our global network.
Based on your risk tolerance, preferences and objectives, we’ll identify the right strategies across our varied solutions.
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 dedicated portfolio manager will have an ongoing oversight of your investments, and will diversify your portfolio to manage risk efficiently. We believe in active management and invest with conviction, whilst closely managing portfolio risks.
We have a proud history of running investment strategies with consistency and belief in what we do.
Our flagship multi-asset class discretionary portfolio has followed the same strategy since inception in 2006.
Our latest performance compared to the benchmark:
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.
(1) The composite pro-weights UK-booked qualifying portfolios by assets under management, ensuring that the larger the portfolio, the more it contributes to the blended composite performance. Discretionary portfolios booked in Ireland, Jersey, Monaco and Switzerland follow similar models. Performance is gross of fees.
(2) The benchmark is a ‘blended’ benchmark, comprising of the SAA benchmark from beginning of January 2017 and the previous composite benchmark from strategy inception to end of December 2016 - 50% MSCI World Index Hedged in GBP, 50% Barclays Sterling Aggregate Gilts 1–10 year (Rebalanced Monthly).
We identify high-quality companies with strong management, robust fundamentals and promising long-term prospects. Our preference for low portfolio turnover and direct investment also helps to keep costs down.
To capitalise opportunities and outperform benchmarks, we put more focus and investment into our best ideas in your portfolio.
Our open architecture approach and in-house capabilities empower us to build and manage well-diversified portfolios across sectors, market drivers and asset classes.
Your peace of mind is valuable. We monitor, manage and mitigate each portfolio’s exposure to identified risks with ongoing due diligence.
Wealth preservation means protecting portfolios in difficult economic times. For example, over the COVID-stuck first quarter of 2020 our peers were on average down -11.01%, while our multi-asset portfolio returned -5.92%, outperforming the peer average by +5.09%1.
Your portfolio will benefit from our research from across the Group, strategic thinking and tactical market positioning, including the capabilities of our in-house asset class specialists. We’re unconstrained in selecting the ideas that best support you from across our global network.
Our experienced and stable team of portfolio managers can serve you globally from London, Dublin, Jersey, Monaco and Geneva.
We’re here to provide the flexibility for your future.
Please note not all the products and services listed above are available to Private Clients in India.
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, Stock Broker INZ000269539 (member of NSE and BSE), Research Analyst: INH000001519; Depository Participant with the National Securities & Depositories Limited (NSDL): DP ID: IN-DP-NSDL-299-2008, Investment Adviser: INA000000391. BSIPL is also registered as a Mutual Fund Advisor 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: Mr. Anupam Mohaney, Contact number: +91 22 61754000, E-mail: email@example.com Investor Grievance E-mail: BSIPL.firstname.lastname@example.org. Website: www.barclays.in/BSIPL
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.
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.