With a team of Private Bankers and nine-supported experts in estate planning, taxation and financial management, Barclays Private Banking is designed for investors who demand their bank service excellence. Favoring the measure, Barclays builds all of its proposals such as asset structuring of investments around the analysis of your needs.
At Barclays Private Banking, approach to Wealth Management is not just personal, it also wants universal. Its advice and services include all areas of heritage, not just the financial aspects, and naturally focus on your problems and those close to you.
The quality of service, respect, performance and sense of innovation are core values that make the personality of Barclays Private Banking. In compliance with these values, Barclays Wealth Management is primarily dedicated to custom, whether your relationship with the bank, envelopes holding available to you or the financial management of your portfolio. It is essential for us to assist you in identifying and solving all your needs of organization and management of your assets.
Barclays Private Banker is your special link and your single point of entry. The latter’s mission is to assist you in managing your wealth by building personalized answers and ensure ongoing consistency between the solutions actually implemented and the changing needs that gave rise to. Your Private Banker can at any time, depending on your situation and your needs, you propose the use of experts, specialists in their fields.
Barclays Experts Exchange Council: Expert Exchange
Specialize in portfolio management, the Managing Boards of Barclays Stock are available to help you develop an investment strategy tailored to your risk profile and assist you in managing your portfolio. Their expertise will be invaluable to ensure, in line with your financial goals, the value of your capital over the medium / long term.
To assist in this task, your Private Banker can also use Barclays Lab, laboratory portfolio analysis. It consists of a team of managers and analysts in the department of Barclays Wealth Bank organized and dedicated to the analysis of your portfolio securities and mutual funds you will then forward their recommendation for asset allocation.
The service portfolio management: financial management specialists
You simply set on the basis of your risk profile and your investment horizon, the management direction that best meets your needs, after you set your Private Banker your needs, your risk appetite and your financial objectives in the medium to long term. On this basis, your manager may make decisions at the right time for you.
The use of Barclays experts can be whatever the relevant fiscal envelope: a securities account, life insurance, PEA ‘You can delegate the management of your portfolio or you can entrust the management of your savings to Barclays insurance companies life partner, you have privileged access to their skills and they perform for you all the timely management operations (asset allocation, fund selection and investment ‘), without having to worry about.
The wealth engineers: consulting and asset optimization
To inform your choices in asset management, your Private Banker can put you in touch with the engineers of the CPID (Engineering Department and of Patrimonial) that will analyze your personal situation and your estate and carry out the recommendations based on your objectives. They will offer a structured approach to enable them to understand your wealth in all its aspects (legal, financial, fiscal, social) and to help you make informed decisions. The DICP supports a number of issues, such as preparation for the transfer of businesses, the creation of a holding company or a civil society ‘She can accompany you to the end of the process, including directing you to professionals (notaries, for example) it has proven skills.