About Wealth Advisory
The Wealth Advisory business is the fiduciary business for Barclays Wealth. We provide holistic wealth planning and structuring services to Barclays Wealth clients, as well as acting as a centre of excellence for fiduciary-related issues.
Our strategic goal is to be the leading (non-independent) provider of Wealth Advisory based solutions.
Our clients
Wealth Advisory provides products and services to personal and corporate clients. However, the nature of the Wealth Advisory product set is particularly appropriate for the high net worth and ultra high net worth client and there is considerable scope for providing bespoke solutions to these clients.
Our people
Based in London, Jersey, Geneva, IOM, Guernsey, Cayman and Hong Kong, our people have considerable expertise across a range of areas from trust structuring to administration and support. We view the quality of our people as a critical factor in ensuring our future success and we are committed to providing a challenging and rewarding work environment with considerable development opportunities.
Our business
Wealth Advisory develops and distributes onshore and offshore fiduciary products. In addition, we have the capability in our offshore centres to provide trust and company administration-related services to corporate clients.
In summary, Wealth Advisory acts in the following key roles:
• to provide market leading fiduciary products across the client segmentation
• to provide high quality technical support to client facing professionals
• to act as a source of new clients for Barclays Wealth by providing an alternative entry proposition and leveraging existing and new relationships with professional advisors
• to increase our industry profile through a dedicated programme of promotional activity including conference sponsorships and speaking engagements.
In addition, Wealth Advisory works closely with other parts of the Barclays Group, particularly Barclays Capital and Barclays Global Investors, to ensure a co-ordinated and best of breed
approach to our clients. In May 2007, Barclays acquired Walbrook Group Ltd which is being integrated into the Wealth Structuring part of our Wealth Advisory business. This acquisition adds additional strength and depth to our overall trust and advisory proposition, and reinforces our commitment to continue to bring a market leading wealth management service to our clients. Of course, the additional scale and capability in turn means greater opportunities for our people.
Our services
Wealth Advisory provides a world-class fiduciary management and structuring service for its clients, offering:
• Will-writing, Executorship Services and Estate Administration
• Traditional ‘common law’ trusts and UK law trusts
• Corporate Services
• Sourcing and manufacturing of marketing-leading tax products and related services
• Employee Solutions
• Fund Administration
• Property Administration and Services
