HOW WE WORK WITH YOU
We pride ourselves on being highly effective wealth managers. That means we have an in-depth knowledge and understanding of the issues you might face in your long-term wealth management journey.
Our Wealth Advisory team is also supported by one of the largest onshore and offshore trust teams in the world. We can introduce you to our banking colleagues who will provide you with all the global benefits that Barclays has to offer. Our firm consults on all the three aspects in this stage of the investment process.
YOUR TRUSTED ADVISOR
We have some of the most highly qualified and experienced people in the industry in our team. Your wealth or financial advisor will be an experienced professional, with relevant tertiary qualifications and industry expertise. Our advisors speak a total of nine of the South African official languages, and we consistently emphasize the need to speak to our clients in a language of their choice.
WHAT YOU CAN EXPECT FROM US
We take a long-term view of our relationships with clients. To make sure the advice we give is suited to your current circumstances and adapts to your future needs we use the three step process detailed below;
We’ll ask you for an introductory meeting to discuss your immediate plans as well as your longer-term needs and goals. We often find that Wealth Advisors can identify valuable opportunities or important risks at this first meeting.
Your Wealth Advisor will draw up your individual wealth plan. Working with your own tax and legal advisors, they will suggest solutions that help you on the path to the goals you’ve identified.
Your Wealth Advisor will continue to work with you as your plan evolves in response to your changing needs and circumstances.