Barclays Financial Personality AssessmentTM  helps us understand your reactions and attitudes to investing and market conditions, enabling us to fine-tune your portfolio.

Add to my collection

You and your neighbor may share the same risk tolerance; but that shouldn’t mean you end up with identical portfolios.

Each of us brings to investing a different set of interests and priorities. You might be someone who wants to be actively involved in the market and reacts strongly to market swings. Or you might be more dispassionate and less interested in playing an active role.

Your financial personality

At Barclays, we use our proprietary Financial Personality AssessmentTM to understand how you are likely to react to various investment strategies and market conditions. We then use this information to design an asset allocation, and select appropriate investments, building a finely-tuned portfolio with investments differentiated to suit your financial personality.