Who we work with
Barclays will work closely with you to identify your needs and create strategies to help you achieve your financial ambitions.
We serve clients who can establish an investment portfolio of at least £5m with Barclays Private Bank. If this doesn’t match your profile, Barclays Wealth Management may be more suitable for you.
Below are the types of client that we help and the customised services that we provide:
We help high-net-worth individuals and ultra-high-net-worth individuals, their families and businesses. They span the widest range of sectors and backgrounds, such as financial professionals, business owners and resident non-domiciled individuals (RNDs).
A dedicated Private Banker will connect you to our banking, investment, credit and wealth advisory specialists, backed by the global resources of Barclays. This highly-skilled team will collaborate with you and your advisors, developing an in-depth understanding of your needs.
If you’re an RND, we'll navigate the UK tax system and manage your affairs from the point you decide to come to the UK.
We can help you establish and develop a family office, or we can review your current family office structure and make improvements.
We provide access to a broad range of tailored and specialised solutions, helping you to handle family assets and core holdings, as well as focus on lifestyle choices.
You benefit from creative collaborations across Barclays and beyond, ensuring you have access to the latest ideas and a comprehensive approach to your requirements.
Charities and not-for-profit
We have a long and successful history of working with charities and not-for-profit organisations across the UK. We have particular expertise with family foundations, education, military charities, sports foundations, and religious orders. We provide a full range of banking and investment services and draw on expertise from across the whole of Barclays.
Our dedicated charity investment advisors and portfolio managers are committed to your goals. They take the time to truly understand your sector and objectives and will help you navigate complex regulatory requirements while preserving and growing your assets.
Intermediaries and corporates
Our regional operation in Switzerland serves local and internationally-based intermediaries and corporates as well as independent asset managers. The Swiss team has extensive experience in private banking, credit and investment services, and can facilitate and manage custody and execution of assets held in other jurisdictions such as London, Monaco and Singapore.
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.