At Barclays, we think differently about your wealth
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Understanding your financial personality
Learn more about Barclays' unique approach to help understand how your attitudes toward investing can shape your investment decisions.
Compass – March 2014
In this issue, we examine emerging markets debt, equity opportunities in Korea and Taiwan, and the concept of seasonality in asset class returns.
2013 Year-end Tax Strategy Guide
Changes resulting from American Taxpayer Relief Act of 2012 and Affordable Care Act of 2010 affecting high net worth individuals; and strategies that may help deal effectively with today’s dynamic tax environment.
There’s more to estate planning than taxes
We look at reasons you should consider engaging in comprehensive estate planning besides taxes.Find out more
Charitable Lead Annuity Trusts (CLATs)
How a CLAT can help investors achieve income and estate tax planning goalsFind out more
We apply our extensive expertise to creating individually customized solutions to your complex needs – solutions that span estate planning, lending, risk management, and investing.