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Barclays Capital Wealth Management Services, New York, NY Office	Is this your business? Email to Friend Add to Quick List Print Map
399 Park Avenue 6th Floor New York, NY 10022 Barclays Wealth 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. Phone: view phone1-212-526-7000 Website: http://www.barclayswealthamericas.com/ Barclays Capital Wealth Management Services, New York, NY Office offers the following products and/or services: » Wealth Management (41) » Life Insurance Quotes (367) » Financial Planning (46) 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 Locations Barclays Wealth - Atlanta Barclays Capital Inc. For further information residents in the Americas should visit www.barclayswealthamericas.com. Tel: +1 404 262 4800 3414 Peachtree Road NE, 2nd Floor Atlanta GA 30326 USA Barclays Wealth - Boston Barclays Capital Inc. For further information residents in the Americas should visit www.barclayswealthamericas.com. Tel: +1 617 330 5800 125 High Street, 16th Floor Boston MA 02110 USA Barclays Wealth - Chicago Barclays Capital Inc. For further information residents in the Americas should visit www.barclayswealthamericas.com. Tel: +1 312 609 7200 190 South LaSalle Street, 25th Floor Chicago IL 60603 USA Barclays Wealth - Dallas Barclays Capital Inc. For further information residents in the Americas should visit www.barclayswealthamericas.com. Tel: +1 214 720 9470 200 Crescent Court, Suite 400 Dallas TX 75201 USA Barclays Wealth - Houston Barclays Capital Inc. For further information residents in the Americas should visit www.barclayswealthamericas.com. Tel: +1 713 652 7100 600 Travis Street, 72nd Floor Houston TX 77002 USA Barclays Wealth - Los Angeles Barclays Capital Inc. For further information residents in the Americas should visit www.barclayswealthamericas.com. Tel: +1 310 481 4100 Toll Free: 800 582 4904 10250 Constellation Blvd 25th Floor Los Angeles CA 90067 USA Barclays Wealth - Miami Barclays Capital Inc. For further information residents in the Americas should visit www.barclayswealthamericas.com. Tel: +1 305 789 8700 1111 Brickell Avenue, 12th Floor Miami FL 33131 USA Barclays Wealth - New York Barclays Capital Inc. For further information residents in the Americas should visit www.barclayswealthamericas.com. Tel: +1 212 526 7000 399 Park Avenue, 6th Floor New York NY 10022 USA Barclays Wealth - Palm Beach Barclays Capital Inc. For further information residents in the Americas should visit www.barclayswealthamericas.com. Tel: +1 561 671 1250 450 Royal Palm Way, 5th Floor Palm Beach FL 33480 USA Barclays Wealth - Philadelphia Barclays Capital Inc. For further information residents in the Americas should visit www.barclayswealthamericas.com. Tel: +1 215 231 9300 1735 Market Street, Suite 3900 Philadelphia PA 19103 USA Barclays Wealth - San Francisco Barclays Capital Inc. For further information residents in the Americas should visit www.barclayswealthamericas.com. Tel: +1 415 263 3300 555 California Street, 30th Floor San Francisco CA 94104 USA
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