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Discretionary portfolio management

Discretionary portfolio management

Your investments on your terms, managed by us

We work with all the resources of the Barclays Group to deliver diversified portfolio management, aligned to your goals.

Key benefits

Dedicated portfolio management

Your investments will be managed entirely by our professional Portfolio Management Team, who’ll access an extensive set of world-class resources on your behalf. They’ll utilise some of the best research and capabilities to help you achieve your financial ambitions.

Access to expertise

Constant oversight of your portfolio – and the opportunity to make decisions when you want to – so you’ll always know where you are in regards to your goals. You’ll also get regular reports and statements, so you’re always fully up to date.

Range of solutions

We construct multi-asset class portfolios according to your risk profile and investment objectives.  Subject to criteria, we also offer fixed income and equity solutions and can discuss bespoke requirements for larger portfolios.

Online access

With our online service you can easily view your investments, ensuring greater transparency, access and reporting.

The value of investments can go down as well as up and you may get back less than your original investment.

Online investment management

Our online investment management platform gives you on-the-go access to your investments. You can view and track your investment portfolio, see how each investment is performing and more.

Talk to us

Talk to us

If you have any questions or want to discuss your investment options, call your local team.

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custody and execution

Custody and execution

Manage your investments and trade without advice

Barclays investment platform offers an execution and custody-only service to investors without the need for advice.

Advisory services

Advisory services

Your decisions, with our support and expert advice

Specialist, regulated advisory services to help you build a bespoke investment portfolio.