British heritage, Swiss know-how
Barclays recent awards Best Private Bank Client Service Highly Commended Foreign Private Bank External Asset Manager Platform Best Overall Private Bank - UK 2016 2016 2015 Best Private Banker and Wealth Management Innovator Wealth Manager of the Year Innovative in Customer Service - Voice Biometrics Best New Innovation for Corporates 2
Barclays in Switzerland Barclays is a major global financial services provider with over 325 years of history and expertise in banking for private individuals. As a leading global wealth and investment manager, we provide private banking, wealth advisory and investment management solutions to private and intermediary Clients worldwide. Our wealth management services share four global features: We offer the security of a strong, independent and stable international bank We focus on understanding your needs, providing sound advice, and delivering excellent service Our expert teams around the world tailor investment solutions and products to meet your expectations Private Clients can benefit from wider institutional services through the global Barclays network Personalised Service We recognise that wealth means different things to different people. By gaining a deep understanding of your needs, we can offer a comprehensive and personalised approach to managing your wealth. Operating from Switzerland where there is a culture of exceptional personal service, our Private Bankers are highly experienced, multilingual professionals who focus on providing tailored solutions which match your individual requirements and ambitions. Why Switzerland? Switzerland is widely regarded as being one of the most attractive countries in which to live, work and bank. It has a unique cultural heritage, excellent infrastructure and outstanding political and economic stability. Switzerland s reputation as a leading financial centre is founded on its strict application of banking regulations and anti-money laundering rules. Our Clients are ideally placed to benefit from Barclays international network and our extensive corporate and investment banking expertise. Barclays Bank (Suisse) SA In 2016 Barclays Bank (Suisse) SA celebrates its 30 years anniversary, marking its commitment to Switzerland. Combining Swiss private banking traditions with Barclays global network, we cater to the needs of Clients around the world. Our teams are located in Geneva and Zurich; we are therefore ideally suited to offer an excellent level of service using a regional infrastructure. Our main office in Switzerland is located in Grange-Canal, Geneva, providing state-of-the-art facilities and technology. Entrepreneurs, wealth intermediaries, institutions, as well as individuals and their families, continuously turn to us to manage their wealth and benefit from our financial advice. 3
Meeting all your Wealth Management Needs When it comes to structuring and managing your wealth, Barclays provides you with sound advice and world-class investment products and services. To help you achieve your goals, you will be assigned a dedicated Private Banker who will work with you to identify your specific needs and define the appropriate investment approach to meet short and long-term objectives. Private Banking We cater to international high-net-worth and ultra-highnet-worth individuals, financial intermediaries, independent asset managers, foundations and institutions. Barclays Bank (Suisse) SA, is dedicated to meeting your specific needs, offers banking services, investment solutions and wealth structuring advice, for Clients who are based in a variety of countries and jurisdictions. At Barclays, we believe in adopting a long-term approach to managing your wealth. That is why we start with understanding your individual situation and identifying your requirements, before proposing an appropriate way to structure your wealth. Your Private Banker is able to draw on the expertise of our international teams who specialise in banking and credit services, wealth advisory, investment solutions, and strategic solutions. Barclays International Intermediaries & Corporates (BIIC) Our Swiss-based team managing Intermediate and Corporates has extensive experience in private banking, credit and investment solutions. We offer Clients a single relationship coverage for their corporate and private wealth management needs. We provide financial intermediaries and independent asset managers with wealth management solutions including brokerage and execution, international banking, trading and credit, across multiple jurisdictions. Working with teams across key financial centres, we can service your Clients international banking needs and wealth structuring requirements. Drawing on the capabilities of Barclays Corporate and Investment Banking divisions, we can fashion specific solutions to provide access to exclusive investment opportunities and private deals. Banking and Credit Services Barclays provides international investors with a full range of private banking services, in both onshore and offshore jurisdictions. We are equipped to deliver complex liquidity and investment solutions, and to handle large volumes of banking transactions. Our financial services support global investment management, multi-currency accounts, offshore companies, discretionary trusts, foundations, and tailor-made wealth management solutions. Our credit specialists can also offer support with a select range of credit requirements, and are on hand to answer any questions you may have. Wealth Advisory We appreciate that life is complex. You may have homes or businesses in different jurisdictions, family in many countries, or perhaps conflicting short and long-term needs. Our wealth advisory experts can work with you and your tax and legal advisors, to build an individual wealth plan and help you to make informed decisions about your financial future, based on your personal, family and professional goals. 4
Strategic Solutions Our team devises strategic solutions that require a sophisticated understanding of risk pricing and risk management tools. Our specialists are highly experienced in delivering transactions, whether equity or debt capital markets driven, which call on the expertise of Barclays Corporate and Investment Banking division. In addition, through our colleagues in the wider Barclays network, we offer access to niche products, sophisticated analytics, consulting services and exclusive investment opportunities. Investment Philosophy As there are many facets to your financial personality, we offer multiple ways to manage your wealth. Our investment philosophy combines the emotional and scientific dimensions of investing and can guide you when we look to create your portfolio. We believe that it plays an important role as we aim to reflect your financial personality and your investment objectives more closely. By considering the human aspects of investment decision making and reviewing every aspect of your wealth, we can gain a more accurate understanding of you as an investor. We can also better assess how comfortable you are with risk, and which risk level we should maintain for your portfolio. Access to Barclays Research Institutional and sophisticated Private Clients can access Barclays research, providing you with the latest news and views. Barclays is committed to bringing our Clients a bestin-class, global research franchise; we have a team of approximately 900 professionals covering the breadth of research disciplines and asset classes across the globe. 5
Investment Solutions Barclays provides a range of investments. You can opt for full discretionary, where we manage your portfolio for you, or managed advisory where you ultimately make the investment decision. Investment solutions include multi-manager funds, structured products and alternative solutions available via an open architecture approach; meaning that you have access to best-in-class investment products originating from both Barclays and selected third parties. We have different investment solutions to cater for your needs and meet the exact level of interaction you wish to have with our specialists. All solutions benefit from our broad product palette. In addition, individuals who are invested in equities, bonds and other instruments, can have direct access to our team of experienced dealers. This trading service allows immediate execution via the dealing desk as well as access to real-time market commentary and data. Meeting your specific needs Client Directed Solutions Fully Delegated Solutions Execution Investment Advisory Discretionary Management Classic Select Premium Direct Access Multi Asset Class Single Asset Class Bespoke 24/7 Full Online Banking Services 6
Total Wealth Management Services Dedicated to meeting your specific needs, Barclays Bank (Suisse) SA offers banking services, investment solutions and wealth advisory. At a glance, those will include: A deep understanding of the needs and issues faced by wealthy individuals, coupled with a personalised service from experienced Private Bankers and investment experts Tailor-made wealth structuring and investment solutions to help meet your long-term objectives Long-standing Swiss banking traditions and the advantages of a solid financial centre The security of a strong, independent and stable international bank with a UK heritage spanning over 325 years The flexibility of dealing across various financial centres and jurisdictions Wealth structuring services provided through our wealth advisory experts Barclays leading research and analysis from our investment philosophy specialists Access to the institutional capabilities of the entire Barclays network Exclusive Investment Opportunities Trading Platform for Professionals Execution Foreign Exchange and Treasury Hedging Strategies Private and Corporate Banking Cash Management Loan Facilities in Various Currencies Residential and Commercial Mortgages Credit Cards Investment Advisory Discretionary Management Private Equity and Property Funds Traditional and Alternative Funds Investment Solutions Banking - Credit In-house and Third-party Products Structured Products and Derivatives CLIENT International Private Banker Wealth Advisory Fiduciary Services Insurance Solutions Wealth Structures Philanthropy Family Office Fund Solutions Estate Planning 7
Barclays Barclays Bank (Suisse) SA Chemin de Grange-Canal 18-20 P.O. Box 3941 1211 Geneva 3 Switzerland Tel. +41 (0)22 819 51 11 Fax +41 (0)22 310 64 60 Barclays Bank (Suisse) SA, Zurich Branch Beethovenstrasse 19 P.O. Box 8027 Zurich Switzerland Tel. +41 (0)44 280 04 04 Fax +41 (0)44 280 04 05 www.barclays.ch/wealth Barclays Privacy Statement Barclays is committed to safeguarding the privacy of its prospective and existing Clients. Consequently, in order to comply with its obligations under the Swiss Federal Act on Data Protection of 19 June 1992, Barclays hereby notifies you that, in the course of our due diligence procedures and throughout our relationship with you, we may collect and store information about you. Such collection and storage of information falls within the usual scope of the business development activities of a Bank and is imposed by legal and regulatory obligations. We may subcontract part or all of the collection process to member companies of the Barclays Group or third parties (service providers), that perform services on our behalf to the extent permitted by the applicable legislation on data protection and banking secrecy. We shall at all times comply with our obligations and shall procure that firms acting on our behalf comply with their obligations under the applicable legislation on data protection and banking secrecy in relation to any and all of your information. Should you wish to access your information or should you have any query regarding privacy issue, please submit a written request to the attention of: Barclays Bank (Suisse) SA, Legal Department, 18-20 Chemin de Grange-Canal, PO Box 3941, 1211 Geneva 3 Barclays offers wealth and investment management products and services to its clients through Barclays Bank PLC and its subsidiary companies. Barclays Bank (Suisse) SA is a Bank registered in Switzerland and regulated and supervised by FINMA. Registered No. CH-660.0.118.986-6. Registered Office: Chemin de Grange-Canal 18-20, P.O. Box 3941, 1211 Geneva 3, Switzerland. Registered branch: Beethovenstrasse 19, P.O. Box, 8027 Zurich. Registered VAT No. CHE-106.002.386. Barclays Bank (Suisse) SA is a subsidiary of Barclays Bank PLC registered in England, authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. It is registered under No. 1026167 and its registered office is 1 Churchill Place, London E14 5HP. Photography credit (page 2) Hans Wilsdorf Bridge Geneva by Alan Zeer, used under by nc nd (https://creativecommons.org/licenses/by-nc-nd/2.0/) / Desaturated from original GVA.313 TM May 2016