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Barclays Capital Wealth Management Services, New York, NY Office
399 Park Avenue
6th Floor
New York, NY 10022
Barclays Wealth is dedicated to helping you get the most from your wealth by acting as your wealth guide. We are part of the Barclays Group, one of the largest financial services companies in the world by market capitalization.
t: view phone1-212-526-7000
Barclays Capital Wealth Management Services, New York, NY Office offers the following products and/or services:
» Wealth Management (18)
» Life Insurance Quotes (88)
» Financial Planning (19)By working closely with other parts of the Group, Barclays Wealth is able to leverage synergies from client relationships and product capabilities. As a result, we aim to bring institutional disciplines and capabilities to the delivery of world class fiduciary, wealth structuring and trust services.
Barclays Wealth services are now available to clients in the Americas.
What we offer
The Americas business of Barclays Wealth Services provides a full suite of investment services to high net worth individuals and businesses. Our private client platform leverages institutional quality third-party asset management and alternative investment management capabilities, top-ranked research-driven strategies, private trust company resources and global trading expertise.
Wealth management advice
Wealth planning and access to trust services
* Estate, gift and income tax planning
* Philanthropic services
* Account monitoring and administration
* Tax-efficient transfer strategies
Barclays Portfolio advice and asset management
* Asset allocation and portfolio strategy
* Manager selection – traditional and alternative investments
* Capital markets research and execution
Barclays Capital Corporate and executive services
* Executive option and compensation strategy
* Middle-market corporate finance and investment banking
* Corporate growth capital resources
Barclays Capital Business transaction and succession planning
* Pre- and post-sale IPO planning
* Business succession planning
Barclays Open architecture approach to investing
Access to a hand-selected and rigorously monitored platform of best-in-class investment options and alpha-generating managers
Traditional asset management
* Managed equity and fixed-income portfolios
* Real estate investment trusts
* Commodity related investments
* Cash alternatives
Barclays Alternative investments
* Access to private equity and absolute return strategies portfolios
Barclays Opportunistic investments
* Concentrated asset solutions
* Structured Investments
* Tactical municipal portfolios
* Research-driven investments
* Syndicate: IPOs and secondary offerings
* Foreign exchange
Barclays Comprehensive, objective process
* Review of your situation and goals, focusing on liquidity, investment and tax needs
* Develop a comprehensive wealth management strategy and portfolio recommendations
* Finalize and implement your personal strategy through a wide range of investment options
* Review and recommend tax and estate planning strategies to help protect and transfer your wealth
* Track and rebalance your portfolio regularly to keep it in line with your stated goals
Locations
Barclays Wealth - Atlanta
Barclays Capital Inc.
For further information residents in the Americas should visit www.barclayswealthamericas.com.
Tel: +1 404 262 4800
3414 Peachtree Road NE, 2nd Floor
Atlanta GA 30326
USA
Barclays Wealth - Boston
Barclays Capital Inc.
For further information residents in the Americas should visit www.barclayswealthamericas.com.
Tel: +1 617 330 5800
125 High Street, 16th Floor
Boston MA 02110
USA
Barclays Wealth - Chicago
Barclays Capital Inc.
For further information residents in the Americas should visit www.barclayswealthamericas.com.
Tel: +1 312 609 7200
190 South LaSalle Street, 25th Floor
Chicago IL 60603
USA
Barclays Wealth - Dallas
Barclays Capital Inc.
For further information residents in the Americas should visit www.barclayswealthamericas.com.
Tel: +1 214 720 9470
200 Crescent Court, Suite 400
Dallas TX 75201
USA
Barclays Wealth - Houston
Barclays Capital Inc.
For further information residents in the Americas should visit www.barclayswealthamericas.com.
Tel: +1 713 652 7100
600 Travis Street, 72nd Floor
Houston TX 77002
USA
Barclays Wealth - Los Angeles
Barclays Capital Inc.
For further information residents in the Americas should visit www.barclayswealthamericas.com.
Tel: +1 310 481 4100
Toll Free: 800 582 4904
10250 Constellation Blvd
25th Floor
Los Angeles CA 90067
USA
Barclays Wealth - Miami
Barclays Capital Inc.
For further information residents in the Americas should visit www.barclayswealthamericas.com.
Tel: +1 305 789 8700
1111 Brickell Avenue, 12th Floor
Miami FL 33131
USA
Barclays Wealth - New York
Barclays Capital Inc.
For further information residents in the Americas should visit www.barclayswealthamericas.com.
Tel: +1 212 526 7000
399 Park Avenue, 6th Floor
New York NY 10022
USA
Barclays Wealth - Palm Beach
Barclays Capital Inc.
For further information residents in the Americas should visit www.barclayswealthamericas.com.
Tel: +1 561 671 1250
450 Royal Palm Way, 5th Floor
Palm Beach FL 33480
USA
Barclays Wealth - Philadelphia
Barclays Capital Inc.
For further information residents in the Americas should visit www.barclayswealthamericas.com.
Tel: +1 215 231 9300
1735 Market Street, Suite 3900
Philadelphia PA 19103
USA
Barclays Wealth - San Francisco
Barclays Capital Inc.
For further information residents in the Americas should visit www.barclayswealthamericas.com.
Tel: +1 415 263 3300
555 California Street, 30th Floor
San Francisco CA 94104
USA
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