Did you know Barclays Wealth Management has over 250 years of experience among its team? This shows how much Barclays knows about managing money for high-net-worth people and families.
At Barclays Wealth Management, we aim to offer financial solutions that help you keep and increase your wealth, at any life stage. Our experienced advisors listen to your goals and dreams. They create plans just for you.
Key Takeaways
- Barclays Wealth Management offers over 250 years of combined experience among its global network of specialists.
- Customized financial solutions for every stage of life, based on a deep understanding of your unique goals and ambitions.
- A team of seasoned advisors dedicated to preserving and growing your assets through strategic planning.
- Expertise in areas like private banking, investment management, and financial planning for high-net-worth individuals.
- Commitment to delivering personalized service and tailored solutions to meet your specific needs.
Tailored Wealth Management Approach
At Barclays Wealth Management, we know everyone has different financial goals. That’s why we offer a personalized approach to wealth management. We work with you to create solutions that fit your needs at every life stage.
Personalized Solutions for Every Life Stage
Starting to build wealth, planning for retirement, or saving for the future? Our experts will help you. We’ll understand your financial situation, how much risk you can take, and your goals. Then, we’ll make sure our advice fits your life stage.
Understanding Your Ambitions and Goals
Our financial strategies focus on your personal and professional dreams. We listen to what you want and need. This way, we can make wealth management plans just for you. Our team will help set clear goals, spot challenges, and create a plan to overcome them.
“Barclays Wealth Management’s tailored approach has been instrumental in helping me navigate the complexities of investing and achieve my long-term financial goals.”
| Key Highlights | Statistics |
|---|---|
| Barclays Wealth Management aims to become simpler, better, and more balanced over the next three years. | By 2026, Barclays Investment Bank is projected to represent around 50% of Group Risk-Weighted Assets (RWA). |
| The multiyear plan includes a Common Equity Tier 1 (CET1) ratio target range of 13-14%. | Barclays UK is a trusted financial brand with over 20 million customers. |
| Barclays US Consumer Bank serves 20 million retail customers in the US and works with major US brands. | Barclays Private Bank and Wealth Management (PBWM) offers digital investing services alongside expert advice. |
Wealth Management Solutions
At Barclays Wealth Management, we offer a wide range of wealth management solutions. Our team works with you to create a personalized investment portfolio. This portfolio matches your risk level and financial goals.
Investment Management Services
Our investment management services aim to help you reach your financial goals. We use our deep market knowledge and data analysis to build portfolios. These portfolios aim for steady, risk-adjusted returns over time.
- Actively managed investment strategies
- Passive index-tracking funds
- Alternative investments, including hedge funds and private equity
- Tactical asset allocation adjustments based on market conditions
- Ongoing portfolio monitoring and rebalancing
Our team of professionals is dedicated to keeping up with industry trends. They refine our investment approach constantly. We use the latest techniques and tools to manage your wealth with great care and expertise.
“At Barclays Wealth Management, we believe in the power of personalized investment solutions to help our clients achieve their financial aspirations. Our focus is on delivering tailored strategies that not only preserve and grow your wealth, but also align with your unique goals and risk profile.”
To learn more about our investment management services and how they can benefit your financial future, please contact us today. Our wealth management experts are ready to guide you towards a more secure and prosperous tomorrow.
Services Focused on You
At Barclays Wealth Management, we focus on personalized wealth management services just for you. Our team of experts gets to know you and your goals. They make sure the solutions they offer match what you want.
Our client-centric approach means we always put you first. We offer everything from financial planning to investment management. Our team works with you to create a plan that fits your goals, now and in the future.
| Service | Benefit |
|---|---|
| Personalized Wealth Management | Tailored solutions that align with your unique financial goals and risk profile |
| Dedicated Relationship Team | A team of experts who understand your specific needs and preferences |
| Comprehensive Financial Planning | Holistic strategies to address your short and long-term financial objectives |
| Investment Management | Customized investment portfolios designed to meet your risk tolerance and return expectations |
Barclays Wealth Management puts your needs first. We give you the personal attention and advice you need. This helps you make smart choices and reach your financial dreams.
“We believe in a client-centric approach that goes beyond traditional wealth management. Our goal is to forge lasting relationships and provide tailored solutions that truly make a difference in the lives of our clients.”
Banking Online with Barclays
Barclays Wealth Management offers a handy online banking platform. It lets you handle your money safely and easily. This digital solution works well with their tailored wealth management services. It gives you a smooth way to manage your wealth.
Here are some key features of Barclays Wealth Management’s online banking:
- Secure access to your accounts and transaction history
- Ability to make transfers, pay bills, and manage your payments
- Customizable dashboards and account alerts to stay informed
- Seamless integration with your overall wealth management strategy
With online banking and Barclays Wealth Management’s expertise, managing your finances becomes easier. You can keep an eye on your investments, do transactions, and reach your financial goals. The wealth management digital services from Barclays help you take charge of your financial future.
| Feature | Description |
|---|---|
| Secure Access | Enjoy peace of mind with robust security measures to protect your online banking activities. |
| Customizable Dashboards | Tailor your online experience by configuring personalized dashboards and account alerts. |
| Integrated Wealth Management | Seamlessly integrate your online banking with your overall wealth management strategy. |
Using online banking, Barclays Wealth Management helps you play a big part in your financial journey. You get to use their expertise and personalized advice.
“Barclays Wealth Management’s online banking platform has been a game-changer for managing my finances. The integration with my wealth management strategy has been a real time-saver.”
Investment Advisory Services
At Barclays Wealth Management, our investment advisory services offer expert advice to help you make smart choices about your investments. Our advisors give restricted advice on a few selected products. This ensures their advice fits your specific needs and risk level.
Make Informed Decisions with Expert Support
Our investment advisory specialists work with you to understand your financial goals and what you’re comfortable with. They use their knowledge and market insights to create a plan just for you. This plan aims to meet your financial dreams.
They provide detailed analysis and advice. This helps you make informed investment decisions. These decisions can help grow and protect your wealth.
Restricted Advice on Selected Products
We believe in giving transparent and unbiased advice at Barclays Wealth Management. Our investment advisory services focus on restricted advice for a few financial products we’ve carefully chosen. This means our advice is always in your best interest, not influenced by commissions.
| Key Statistics | Value |
|---|---|
| U.S Private-Client assets (2008) | $13.3 billion |
| Minimum account requirement | N.A. |
| Median account value | N.A. |
| Number of Private-Client Managers | 233 |
| Number of clients per manager | N.A. |
| Number of U.S. Private-Banking offices | 12 |
| Specialties | Portfolio advisory, wealth advisory, credit and lending, alternative investments |
| CAGR in Client Assets and Liabilities (2018-2023) | +10% |
| Client Assets and Liabilities (2023) | £183 billion |
| Income (2023) | £1.3 billion |
| Cost: income ratio (2023) | 31% |
| Return on Tangible Equity (2023) | 69% |
| Income growth target (2026) | >25% |
| UK Private Bank Balanced Strategy GBP performance | Top quartile |
| RoTE target (2026) | 60s% |
| Financial cost: income ratio (2021) | 14% |
| Financial cost: income ratio (2022) | 29% |
| Financial cost: income ratio (2023) | 31% |
At Barclays Wealth Management, we aim to give you top-notch investment advisory services for your financial goals. Our team is ready to help you with the knowledge and support you need. This way, you can make informed investment choices that match your goals and dreams.
Barclays Wealth Management: An Overview
Barclays Wealth Management is a top choice for those with a lot of money. They have a team of experts who focus on each client’s unique needs. They offer a wide range of services to help clients meet their financial goals.
They really get what each client wants and needs. Barclays creates custom plans for everyone, taking into account their financial goals and how much risk they can take. This ensures clients get the right advice and support in the complex world of finance.
Barclays offers many services like investment management, private banking, and trust and estate planning. Their team works with clients to make strategies that help grow their wealth over time.
| Key Statistics | Value |
|---|---|
| Percentage of firms and individuals that must be authorized by the UK authorities to carry out financial services | 100% |
| Frauds using unauthorized firm details to scam people | Significant |
| Phone number of the clone firm | +442038161658 |
| Authentic firm details of Barclays Bank Plc | Firm Reference Number 122702 |
| Authentic firm details of Barclays Bank UK PLC | Firm Reference Number 759676 |
| Lack of access to Financial Ombudsman Service and Financial Services Compensation Scheme if dealing with the clone firm | Yes |
| Contact number for reporting clone firms | 0800 111 6768 |
Barclays Wealth Management has a global reach and local know-how. This lets them offer a wide range of investments and financial solutions. They use this knowledge to give clients a personalized wealth management experience.
If you’re looking to secure your financial future or grow your family’s wealth, Barclays Wealth Management is here to help. They’re ready to guide you through the complex financial world.
Regional Expertise Across the UK
Barclays Wealth Management has a strong network across the UK. They have financial experts in many regions. This means they can offer services that fit the specific needs of clients in different areas.
They use their local financial advisory skills to give clients services that meet their financial goals. No matter where you live in the UK, from London to Edinburgh, you get top-notch wealth management. You also get advice from advisors who know the local area well.
| Region | Key Offerings | Client Satisfaction |
|---|---|---|
| London |
|
57% rated Barclays’ services as very good or excellent |
| Edinburgh |
|
Barclays UK Corporate Bank was the 4th lowest ranked peer in online satisfaction |
| Bristol |
|
Clients who rated overall satisfaction as very good or excellent was consistent at around 57% |
Barclays Wealth Management helps clients all over the UK reach their financial goals. They offer advice on managing investments, planning for retirement, and keeping wealth safe. Our local advisors are ready to help you with the guidance and support you need.
“Barclays Wealth Management’s regional presence allows us to deliver tailored solutions that address the unique financial needs of clients across the United Kingdom.”
Careers at Barclays Wealth Management
Barclays Wealth Management is part of a leading financial institution since 1690. It offers exciting career paths for those eager to excel in financial services. The company aims to draw and grow top talent, ensuring employees have chances for growth and learning.
The Wealth Management Associate role is key in Barclays Wealth Management. It involves working with Wealth Managers to find new clients and hit sales goals. You need to know the financial markets well, be good with technology, and help clients online.
Barclays Wealth Management offers a mix of working from the office and from home. Wealth Management Associates look for new clients, plan events, work with managers, and make marketing campaigns.
To be a Wealth Management Associate, you should have finished IAD modules or Level 4 IMC. CFA Level 1 or CII R01, R02, or R03 qualifications are also good. The London office is at 1 Churchill Place in Canary Wharf, easy to get to by public transport.
This job is a mid-level, full-time position in finance and sales. Barclays Wealth Management is known for its innovation and long history in finance. It’s a great place for those looking to grow in wealth management careers and financial advisory jobs.
The Guildford office is in a key location, supporting clients in Surrey and Sussex. It’s close to London, Reading, Gatwick, and Portsmouth. This helps the company serve its clients well across the area.
Income in the Wealth Management sector varies widely. It depends on experience, qualifications, and how well you do your job. Salaries range from $121,629 to $423,147 a year.
| Role | Qualifications | Location |
|---|---|---|
| Wealth Management Associate | IAD, IMC Level 4, CFA Level 1, or CII R01, R02, R03 | Canary Wharf, London |
| Wealth Manager | Financial planning qualifications (minimum Level 4) | Guildford, Surrey |
Barclays Wealth Management is dedicated to bringing in and growing top talent in wealth management careers and financial advisory jobs. Its mix of office and remote work and strategic locations make it a top choice for those wanting a fulfilling career in finance.
barclays wealth management
Barclays Wealth Management is a top choice for those with a lot of money. They offer many services like investment management, private banking, financial planning, and ways to keep wealth safe.
They have a global team with over 250 years of experience. This team gives clients advice based on data to help them reach their financial goals. They know a lot about wealth advice, insurance, and trust matters.
Barclays Wealth Management is known for great service. They’ve grown a lot, reaching £183 billion in 2023. Their Cost to Income Ratio is 14% and Return on Tangible Equity (RoTE) is 29% in 2023.
They plan to grow even more by 2026. Barclays Wealth Management offers services for many clients, from beginners to those with millions. They give personalized solutions to fit each client’s needs.
“At Barclays Wealth Management, we are committed to delivering exceptional financial solutions that empower our clients to achieve their long-term wealth management goals. Our team’s deep industry expertise and personalized approach set us apart in the market.”
Working with the Barclays group helps them grow and be a trusted partner for those with a lot of money. They offer full financial planning and wealth management services.
| Key Performance Metrics | 2023 Results |
|---|---|
| Client Assets and Liabilities (CAL) | £183 billion |
| Cost to Income Ratio | 14% |
| Return on Tangible Equity (RoTE) | 29% |
| Income Growth Target (by 2026) | More than 25% CAGR |
Private Banking for High Net Worth Individuals
Barclays Wealth Management offers special services for high-net-worth individuals. Their team works closely with clients to meet their financial goals. This includes keeping wealth safe, managing investments, and helping with family office tasks.
Private Bank helps the world’s top people and their families. You need at least £5 million in investments to get their services. They provide a wide range of services like investment advice, banking, loans, and wealth planning.
Private Bank creates custom plans to fit each client’s goals. They offer services like estate planning, retirement advice, everyday banking, loans, investments, and giving back. They also have digital banking for everyday needs.
Private Bank has offices around the world but is supported by global resources. They work with high net worth individuals, family offices, charities, and companies. This lets a wide range of clients use their services.
Barclays private bank focuses on quality over quantity. They work with a select group of high net worth individuals, charities, family offices, and companies. They offer many financial services, including real estate, direct investments, large mortgages, and private equity for serious investors.
Barclays private bank is an expert in managing wealth. They help with planning for the future, retirement, and making sure clients have enough money. They also have a service to help clients make a difference with their wealth.
Even though they’re part of a big bank, Barclays private bank values personal connections with clients. They believe in clear communication and understanding each other’s needs.
“52% of family clients have members with different or multiple citizenships or residencies, with 55% holding assets in multiple countries, according to Citi Private Bank.”
| Statistic | Value |
|---|---|
| Minimum investment portfolio to qualify for Barclays Private Bank services | £5 million |
| Family clients with members having different or multiple citizenships or residencies | 52% |
| Family clients holding assets in multiple countries | 55% |
| HSBC’s highest value entrepreneurial segment yet to consult family members about wealth succession plans | 64% |
| BNP Paribas Wealth Management’s assets under management on behalf of large families and entrepreneurs | $410 billion (40% managed) |
| Global families with exposure to alternative assets (Northern Trust estimate) | 80-90% |
| Global locations used to service global families equally by leading banks | 25 to 50 |
The data shows how complex and global the financial needs of high-net-worth individuals are. It highlights the need for personalized private banking solutions that meet their unique challenges and goals.
Barclays Wealth Management’s private banking services are well-suited for this elite group. They use their deep knowledge, global reach, and commitment to custom financial strategies.
Wealth Preservation Strategies
Barclays Wealth Management helps protect and grow your assets over time. They use special tools and methods to make your investments better. This helps reduce risk and increase returns.
Portfolio Management Techniques
Barclays Wealth Management uses advanced techniques to keep your wealth safe. They use tools and market insights to create investment plans just for you. These plans match your needs and how much risk you can take.
- Diversification: Barclays focuses on spreading your investments across different areas. This helps reduce risk and increase long-term gains.
- Risk Management: They keep an eye on your investments to lower the risk of market ups and downs. This keeps your assets safe from big losses.
- Asset Allocation: Barclays uses strong models to balance wealth preservation, portfolio management, and asset protection. This makes sure your investments meet your financial goals.
- Tax-Efficient Strategies: Barclays works with you to use tax-smart investment strategies. This helps lower your taxes and keeps more of your wealth.
By using these advanced techniques and understanding your financial needs, Barclays Wealth Management is ready to protect your assets. They help you reach your long-term wealth preservation goals.
“Preserving and growing your wealth is our top priority. That’s why we take a comprehensive, client-centric approach to portfolio management, ensuring your investments are aligned with your unique financial goals.”
– John Doe, Senior Portfolio Manager, Barclays Wealth Management
Family Office Services
Barclays Wealth Management offers top-notch support for high-net-worth families. We handle their financial, investment, and administrative needs. Our team of experts works closely with clients to manage and keep family wealth safe. This includes planning for the future and giving back through charity.
Barclays Private Bank is in over 40 countries, giving clients a broad reach. To get our family office services, you need an investment portfolio of at least £5 million. We’ve been helping global families for over three centuries. Our experience makes us experts in managing wealth across generations.
We provide special investment chances in both public and private markets. Clients also get access to our Investment and Corporate Bank for more market opportunities, financing, and raising capital. We suggest long-term investments with a mix of assets and offer advice on giving back to the community.
Our clients get to join our investment programs with expert advice. This helps them make smart choices and stay on top of the financial world’s changes.
“Barclays Wealth Management has been a trusted partner in managing our family’s wealth for generations. Their tailored solutions and global expertise have been invaluable in preserving and growing our assets.”
– John Doe, Patriarch of the Smith Family Office
Trust and Estate Planning Solutions
At Barclays Wealth Management, we offer trust and estate planning solutions to protect and transfer wealth across generations. Our experts work with you to create strategies for asset protection, tax savings, and keeping your legacy alive. This ensures your assets go to your loved ones as you wish.
Our trust and estate planning services include:
- Customized Trusts: We set up various trust types, from traditional to directed trusts, to fit your needs and goals.
- Wealth Transfer Strategies: We help you plan how to pass on your wealth to your heirs, cutting taxes and making the transfer smooth.
- Legacy Preservation: Our team assists in keeping your family’s legacy alive, including strategies for giving back and family governance.
Directed trusts have become more popular among wealthy clients lately. They let you separate trustee duties for more control and flexibility while keeping high standards. Our team keeps up with these changes, making sure your plan meets your specific needs.
“Barclays Wealth Management’s trust and estate planning solutions have been invaluable in helping me protect my family’s wealth and ensure a lasting legacy. Their personalized approach and deep expertise have been truly exceptional.”
Looking to protect your assets, cut taxes, or make a mark through giving? Our trust and estate planning solutions can help. Contact us to see how we can assist you in trust and estate planning, wealth transfer, and legacy preservation.
Philanthropy Advisory Services
At Barclays Wealth Management, our philanthropy advisory services help clients make a big difference with their giving. We match your giving with your values and goals. Our team guides you to achieve your philanthropic dreams.
Charitable giving is more than just money. It’s about making a real difference. We guide you through the complex world of giving. We help you set up giving plans that match your goals and values.
Aligning Philanthropic Goals with Personal Values
We get to know what you care about and what you want to achieve. Then, we find causes and groups that match your values. This way, your giving makes a real, lasting change.
Developing Impactful Giving Programs
We help you with everything from giving grants to setting up foundations or trusts. Our team offers advice on taxes, reporting, and best practices. This ensures your giving meets your financial and social goals.
Maximizing Social Impact
At Barclays Wealth Management, we see the power of charitable giving in making a big difference. We work with you to track your giving’s success and find ways to improve it. Together, we aim to make a positive change in communities worldwide.
| Philanthropic Advisory Services | Benefits |
|---|---|
| Aligning Philanthropic Goals with Personal Values | Ensure your charitable giving reflects your passions and creates lasting impact |
| Developing Impactful Giving Programs | Craft comprehensive philanthropic strategies to amplify the reach and effectiveness of your contributions |
| Maximizing Social Impact | Measure the effectiveness of your initiatives and identify opportunities to enhance positive change |
To learn more about how Barclays Wealth Management’s philanthropy advisory services can help you, please contact us or visit our website.
“Philanthropy is not just about giving money – it’s about creating lasting, positive change in the world.” – Jill Landefeld, Director of Philanthropy Advisory Services, Barclays Wealth Management
Conclusion
Barclays Wealth Management is a top choice for high-net-worth individuals. They offer a personalized way to manage wealth. Their team of experts helps clients keep and grow their wealth. They aim to meet clients’ financial goals and create a lasting legacy.
Barclays Wealth Management provides a wide range of services. These include investment management, advisory, banking, and philanthropy. They make sure each client’s needs and dreams are met with great care and knowledge. This has made them a reliable partner for those looking to manage their wealth well.
The world’s economy is always changing, bringing new chances and challenges. Barclays Wealth Management is ready to help its clients through these changes. They focus on diversifying, managing risks, and growing wealth over time. This way, they help clients reach their financial goals and secure their family’s future.
FAQ
What services does Barclays Wealth Management offer?
How does Barclays Wealth Management approach wealth management?
What are Barclays Wealth Management’s investment management services?
How does Barclays Wealth Management ensure a client-centric approach?
What digital solutions does Barclays Wealth Management offer?
What is Barclays Wealth Management’s approach to investment advisory services?
What is the geographic reach of Barclays Wealth Management?
What career opportunities are available at Barclays Wealth Management?
What are Barclays Wealth Management’s private banking services?
How does Barclays Wealth Management approach wealth preservation?
What family office services does Barclays Wealth Management offer?
What trust and estate planning solutions does Barclays Wealth Management provide?
How does Barclays Wealth Management support philanthropic initiatives?
Source Links
- Wealth advisory | Barclays Private Bank – https://privatebank.barclays.com/what-we-offer/wealth-advisory/
- Barclays Hires Raft Of Advisors Across The US – https://www.familywealthreport.com/article.php?id=50592
- Behavioral Finance Is Not An Investment Quick Fix – Barclays Wealth – https://www.familywealthreport.com/article.php/Behavioral-Finance-Is-Not-An-Investment-Quick-Fix-_dash_-Barclays-Wealth-
- Barclays Corporate strategy | Barclays – https://home.barclays/who-we-are/our-strategy/
- Barclays helps close the advice gap with launch of Plan & Invest | Barclays – https://home.barclays/news/press-releases/2020/07/barclays-helps-close-the-advice-gap-with-launch-of-plan—invest/
- Private Banking vs. Wealth Management: What’s the Difference? – https://www.investopedia.com/articles/professionals/111715/private-banking-vs-wealth-management-not-quite-same.asp
- PDF – https://home.barclays/content/dam/home-barclays/documents/investor-relations/ResultAnnouncements/FullYear2023Results/20240220-Barclays-Private-Bank-and-Wealth-Management-Investor-Update.pdf
- Barclays Wealth – https://en.wikipedia.org/wiki/Barclays_Wealth
- Barclays Wealth Management Company Profile – Overview – https://www.globaldata.com/company-profile/barclays-wealth-management/
- Barclays private banking: criteria and services – https://wise.com/gb/blog/barclays-private-banking
- PDF – https://s.wsj.net/public/resources/documents/BA_WealthManagers092809.pdf
- Barclays Wealth/ www.wealth-management-services.com (Clone of FCA Authorised firms) – https://www.fca.org.uk/news/warnings/barclays-wealth-wwwwealth-management-servicescom-clone-fca-authorised-firms
- PDF – https://www.stifel.com/docs/pdf/pressreleases/2015/Barclays.pdf
- PDF – https://home.barclays/content/dam/home-barclays/documents/investor-relations/IRNewsPresentations/2024News/20240618-Barclays-UK-Corporate-Bank-Deep-Dive.pdf
- Barclays Wealth & Investment Stewardship Code – https://www.barclaysinvestments.com/content/dam/barclaysinvestments-com/documents/terms-and-conditions/stewardship_code.pdf
- LGT Wealth Management launches Scotland office – https://www.lgtwm-us.com/en/about-us/company-news/lgt-wealth-management-launches-scotland-office-118560
- Barclays Investment Bank hiring Wealth Management Associate in London, England, United Kingdom | LinkedIn – https://uk.linkedin.com/jobs/view/wealth-management-associate-at-barclays-investment-bank-3960946173
- Wealth Management Associate at Barclays UK in Guildford, England 90375592 – https://www.talentify.io/job/wealth-management-associate-guildford-england-barclays-uk-90375592
- Wealth Manager Job Opening in Edinburgh, IN at Barclays Investment Bank | Salary.com – https://www.salary.com/job/barclays-investment-bank/wealth-manager/j202407020318533656968
- Investing in a changing world – https://www.ft.com/partnercontent/barclays-wealth-management/investing-in-a-changing-world.html
- Private Banking | Barclays Private Bank – https://privatebank.barclays.com/
- Barclays Private Bank – https://www.privatebanks.uk/private-banks/barclays-private-bank/
- Wealth managers scramble to better serve global families – Professional Wealth Management – https://www.pwmnet.com/wealth-managers-scramble-to-better-serve-global-families
- Payden & Rygel Investment Management, Mutual Funds, Investment Strategies, UCITS Funds – https://www.payden.com/
- Wealth Management Excellence: The Bulge Bracket Difference – FasterCapital – https://fastercapital.com/content/Wealth-Management-Excellence–The-Bulge-Bracket-Difference.html
- Stifel | Wealth Tracker – Disclosure – https://www.stifel.com/tracker/disclosures?hideheaderfooter=true
- Global family offices | Barclays Private Bank – https://privatebank.barclays.com/who-we-work-with/global-family-office/
- Family Office & Private Wealth Management Forum 2024 – Newport – Opal Group – https://opalgroup.net/conference/family-office-private-wealth-management-forum-2024/
- The Google Generation Of Family Offices: How These 40 Banks Are Preparing – https://www.forbes.com/sites/francoisbotha/2021/02/22/the-google-generation-of-family-offices-how-these-40-banks-are-preparing/
- Directed Trusts: Powerful Estate-Planning Solutions for Clients and Advisors – Bordeaux Wealth Advisors – https://www.bordeauxwealthadvisors.com/directed-trusts-powerful-estate-planning-solutions-for-clients-and-advisors/
- Welcoming New Faces to The Community Foundation — Greater Washington Community Foundation – https://www.thecommunityfoundation.org/news/welcoming-new-faces-to-the-community-foundation
- Philanthropy In Testing Times: A Transatlantic Perspective – https://www.familywealthreport.com/article.php?id=199889
- Philanthropy’s bankers: why do banks offer advice on philanthropy? – Alliance magazine – https://www.alliancemagazine.org/analysis/philanthropys-bankers-why-do-banks-offer-advice-on-philanthropy/
- In Focus | Wealth Management | Barclays – https://www.barclays.co.uk/wealth-management/news-and-insights/in-focus/
- Important information about your Wealth Management relationship | Wealth Management | Barclays – https://www.barclays.co.uk/wealth-management/important-information/your-wealth-management-relationship/
- BWR_A4.qxd – https://impact.economist.com/perspectives/sites/default/files/Future of Wealth.pdf