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Barclays Capital Wealth Management Services San Francisco Ca. Office
555 California Street,
30th Floor
San Francisco, CA 94104
Barclays Wealth San Francisco Ca, 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 415 263 3300
Barclays Capital Wealth Management Services San Francisco Ca. Office offers the following products and/or services:
» Wealth Management (18)
» 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
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