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 as we aim 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 investment 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, aiming to generate strong, risk-adjusted returns

We concentrate less on timing economic cycles, and 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 investment approach can be distilled into four core values

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.

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, Jersey, Ireland, Monaco and Switzerland) with the companies our clients’ are invested in. We also incorporate Environmental, Social and Governance (ESG)¹ 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 the Barclays Private Bank Responsible Investing Policy (Discretionary Portfolio Management) [PDF, 7.9MB], as well as in our statement relating to the UK Stewardship Code 2020 and our Shareholder Engagement Statement on the EU Shareholder Rights Directive II (SRD II).

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
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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.