Discretionary portfolio management

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.

Diversified portfolios with a long-term view to generate strong, risk-adjusted returns

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.

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).

Our investment approach can be distilled into five core values:

1. Seeking out the best opportunities

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.

2. Leading with conviction

To capitalise opportunities and outperform benchmarks, we put more focus and investment into our best ideas in your portfolio.

3. Striking the right balance

Our open architecture approach and in-house capabilities empower us to build and manage well-diversified portfolios across sectors, market drivers and asset classes.

4. Managing risk

Your peace of mind is valuable. We monitor, manage and mitigate each portfolio’s exposure to identified risks with ongoing due diligence.

5. Preserving capital

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.

You’re in expert hands

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.

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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.

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