Here at Barclays Wealth, we're dedicated to providing our
clients with a bespoke wealth management service that recognises
and anticipates their individual needs. We build close
relationships, explore new possibilities and create unique
opportunities for our clients to acquire wealth, use it, enjoy it
and pass it on.
We offer a comprehensive range of investment advice, banking
solutions and products across all asset classes, as well as access
to the expertise and execution capabilities of Barclays Capital.
And we do that for a variety of clients in both onshore and
offshore markets, in Africa, Europe, the Middle East, the South
Asian Diaspora, South America and the USA.
The process of client engagement can begin in many ways -
through Barclays Group referrals, via personal contacts, other
clients and intermediaries, or at industry events. We also take a
proactive approach to business development, researching the market
and potential clients to create our own leads. So we expect our
Private Bankers to take a proactive approach to building their own
client base. It's about turning deals into successful
relationships, and prospects into long-standing clients.
Our Private Bankers start by considering how best to position
the bank, to deliver our key propositions and tailor our approach
to individual needs. Conducting a rigorous assessment enables them
to gain an in-depth understanding of their new client's financial
personality and investment objectives. Then, with a comprehensive
range of investment products and services to work with, they can
begin to guide the client towards a personalised portfolio. And, to
enable their clients to achieve their long-term wealth goals, they
carry out regular reviews to adjust their portfolio in light of
changing needs and new product developments.
So this is all part of Private Banking with Barclays Wealth.
But, no matter where in the world we're operating, which services
we're offering and whose needs we're aiming to meet, one thing
remains at the heart of it all. A relationship based on trust and
understanding.