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Barclays Wealth

Who we are
Barclays Wealth is an organisation dedicated to helping clients get the most from their wealth by acting as their guide. With access to the entire resources of the Barclays Group, we’re able to provide services and expertise to make a difference whether clients want a close personal relationship or simply direct access to trading.

We understand that wealth means different things to different people, and believe that no one is better placed to help our clients acquire wealth, use it, enjoy it and pass it on.

We already have over 6,900 staff in 20 different countries**. And together they are working towards our mission of becoming the premier European Wealth manager, attracting clients through world class products, innovative solutions and outstanding service.

Our key businesses
UK Private Banking (UKPB) - offers bespoke banking and investment solutions to affluent and high net worth individuals. Gerrard Investment Management Ltd is one of the leading private client investment managers in the UK, providing financial planning services as well as bespoke advisory and discretionary investment advice through regional offices throughout the UK.

International Private Banking - also offers bespoke banking and investment solutions to high net worth individuals. It provides a comprehensive range of investment advice across all asset classes, wealth structuring advice and banking services. Operating in both onshore and offshore markets, it covers around 8,400 clients in over 144 countries.

Wealth Intermediaries (WI) - provides financial advice, products and services to Wealth Intermediaries and Corporates seeking offshore/cross border banking.

Brokerage & Online Services - offers Execution Only broking, multi-manager investment and inheritance planning. As well as being the largest Execution Only broker, with 500,000 clients, a 20% market share and upwards of £7 billion in assets, it’s also the second largest multi manager service in the UK.

International Affluent - provides a range of services to the financial needs of expatriates and non-UK nationals. For International Personal Banking, clients are required to have between £10k and £100k of assets to invest, and £100k - £500k for International Premier Banking.

Investment & Product Office (I&PO) - provides the products and services that are used across Barclays Wealth businesses. We have a comprehensive range of products – from Banking services for our Private Banks, to Pension products for our Mass Affluent business, to Private Equity for High Net Worth.

Wealth Advisory - is the fiduciary and tax-led business for Barclays Wealth. It provides Barclays Wealth clients with a range of holistic wealth planning and structuring services, and acts as a centre of excellence for tax and fiduciary-related issues.

Specialist Support Services (Infrastructure) - work with every part of the business, both in the UK and internationally. This includes Compliance, Operations, Corporate Communications, Technology, Risk, Legal, HR, Marketing, Finance, Strategy & Planning and Corporate Real Estate Services.

For further information please visit the Barclays Wealth homepage.

* Please note this is a mobile number.
**As at September 2007.

Talk to an industry specialist
   
     

Craig Forbes                   
Investment Manager
                                          
Imperial House   
Donegal Square East
Belfast                  
BT1 5HD


Photograph of Craig Forbes  
Direct Line: 07825 024766*

Chevron Email Craig Forbes
   


Jonathan Dobbin 
Investment Manager

Imperial House            
Donegal Square East
Belfast
BT1 5HD            
                                        

Photograph of Jonathan Dobbin

Direct Line: 07703 318445*
 
Chevron Email Jonathan Dobbin 

     


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