Why barclays wealth management

Exclusive experiences just for you. Get inspired. Request a call back To help us put you in touch with the right team and the right services, we have two questions to ask you. Do you live in the UK?

We have a self-directed investment offering which may be of interest This service does not provide any personal advice. Remember, investments can fall as well as rise in value — you may get back less than you invest. Given your circumstances, our Private Bank team will be able to better help you.

Our Wealth Management services are only for UK residents, so our International Banking team will be able to better help you. Important information. Award-winning service. Ready to talk? Please enable JavaScript to use the component. Your requirements. Step 1 of. Important information. Garry has more than 20 years of industry experience, the last 10 of which have been at Barclays.

She works with families, and their advisors to identify opportunities to improve and grow their businesses, in order to protect them for future generations. Poonam has over 20 years of experience in financial services with a specialisation in trusteeship and fiduciary matters. Poonam is a fellow member of the Institute of Company Secretaries of India and holds a degree in law from the University of Mumbai.

Nick provides financial advice to high-net-worth and ultra-high net-worth clients and UK resident domiciled and non-domiciled individuals in London. He specialises in tax-efficient investment structures, retirement planning and inheritance tax planning.

Nick joined Barclays as a Wealth Planner in and has over 20 years experience in financial services. Katie assists clients with their succession planning, structuring, residency and immigration needs. She works alongside tax and legal advisors to provide holistic solutions for clients.

She has over ten years experience in the private client industry and leads Wealth Advisory for the Middle East. Katie also has specialist knowledge in assisting UK resident non-domiciled clients with their estate planning needs.

George joined Barclays in having previously worked with a number of boutique asset managers in the tax efficient investment sector. For more information, please contact your local office.

Privacy Policy Public Disclosures. Beasant Road, Worli, Mumbai — , India. Email Address for corporate agency insurance matters: xrawealthindiainsura barclayscapital. Grievance Officer contact details: Name: Ms. Discuss your needs with us and find out how we can help you achieve your goals. Back to: What we offer. Wealth advisory.

Everything we do is built on a deep, intuitive understanding of you, your family, your business interests and long-term goals. This enables us to support you to achieve what really matters.

How we can support your family with succession planning Succession planning is an emotional and highly personal subject, particularly when a family business is involved. Smarter Succession A generation of work. Working for generations. Find out more. Key considerations: Barclays does not and will not provide tax or legal advice. Our Wealth Advisory solutions. Estate planning The way you structure your wealth will impact your family for generations to come.

We help with: Succession planning for businesses and investments Transferring wealth to ensure the next generation can flourish Asset protection and assessing the potential risks to wealth Supporting your philanthropic ambitions. Smarter succession. Finding the right solutions Tax affects how your long-term wealth is organised and distributed. Our solutions help you to: Navigate a complicated tax compliance and risk management landscape for international families in respect of both business and personal assets Develop and execute the right investment strategy for income and growth planning.