Wealth Multi-Asset Funds

Unlocking exciting support for your long-term financial plans

Our Wealth Multi-Asset Funds are available in five different profiles, designed to suit a range of client risk appetites and investment objectives.

They appeal to investors of all experiences, and especially to those who prefer to delegate the investment decision-making and day-to-day activity to professionals.

On our clients’ behalf, we select some of the best third-party fund managers from around the world. This selection and monitoring process is based on whom we think can help us to preserve and grow your wealth in a robust and responsible way.

The value of investments can fall as well as rise. You may get back less than you originally invested.

Barclays size, scale and investing expertise

The Wealth Multi-Asset Funds benefit from the strength and stability of the Barclays Group – one of world’s leading global financial organisations, with deep and long-standing investment management expertise.

Enhanced access to some of the world's best managers

Our size and global reach provides a level of exclusivity: of the 40+ managers on our panel, around 40% of them do not an available UCITS fund.1

We also use our scale to negotiate favourable fees whenever possible.

We are responsible custodians of our clients' capital

We use a robust risk management framework, reinforced through ongoing monitoring, to ensure that key risks are managed proactively and reactively.

Global focus

We employ a truly global focus, selecting first-tier managers from around the world, without being restricted by local bias or our own in-house products.

Control and flexibility around Capital Gains Tax (CGT)

With our Wealth Multi-Asset Funds, capital gains kick in only when you decide to sell units in the fund – unlike in a mandate structure (for example, in a discretionary managed portfolio) where capital gains are driven by the manager’s decision to sell.

Your Wealth Manager is there every step of the way

Your designated Wealth Manager is on hand to offer ongoing advice, support, and reviews so that your investments can evolve in line with your objectives and circumstances.

Keeping you updated

We provide detailed reporting on our funds that includes managers’ performance, as well as visibility on the companies in which they invest. We also publish regular market commentary and insights, including articles and podcasts.

Things to consider

This is not advice or a recommendation to select any of these funds, nor are we suggesting these funds are the best solution to providing the kind of returns that we describe.

Before making any decisions, you should speak to your Wealth Manager about alternatives that could meet your needs.

Bear in mind that tax rules can change and their benefit to you will depend on your circumstances. We don’t offer tax advice.

Ready to talk?

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?
Do you have £5 million or more in investable assets?
Do you have £500,000 or more in investable assets?

Please choose the following link and provide your details or speak with one of our Wealth Management Client Services team on 0800 279 4893*

*Opening hours: Monday to Friday, 09:00 to 17:00 (excluding UK bank holidays).

Calls to 0800 numbers are free if made from a UK landline and international calls are charged at local rate, mobile costs may vary – please check with your telecoms provider. Calls may be recorded so that we can monitor the quality of our service and for security purposes.

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We have a self-directed investment offering which may be of interest

This service does not provide any personal advice. If you're not sure about the suitability of investments for you, seek independent advice.

Remember, investments can fall as well as rise in value – you may get back less than you invest.

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Given your circumstances, our Private Bank team will be able to better help you.

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Our Wealth Management services are only for UK residents, so our International Banking team will be able to better help you.

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