At Barclays, we think differently about your wealth
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Compass – April 2014
We look at the nature of money, review status of reforms that came out of the recent People’s Congress in China along with their potential impact on growth and prospects for the euro; and conclude with a summary of a Barclays’ panel discussion on fixed income landscape.
Understanding your financial personality
Learn more about Barclays' unique approach to help understand how your attitudes toward investing can shape your investment decisions.
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.