Terms & Conditions
Reaching your financial goals requires a coordinated effort between accountants, attorneys and other professionals with whom you may have a relationship. Delancey Wealth Management simply connects the dots, making sure everyone is on the same page, while providing comprehensive financial planning advice to families and small business owners. During the wealth accumulation phase, our job to make sure your portfolio is suitable for the environment of today and that your objectives are clearly defined.
As you get closer to various milestones, protecting these assets against taxes, adverse market conditions or unforeseen losses becomes paramount. Comprehensive financial planning synchronizes all of these matters into a succinct and understandable game-plan to help you reach your destination. Capitol Building in Washington, DC.
Market Updates. Click to view the latest market update: Customers can also visit our Resource page to obtain up-to-date financial information and forms.
As a leading global financial services provider, Barclays provides private banking, wealth advisory, trust and fiduciary services, investment management, brokerage services and strategy to private clients across the world. Additionally, our clients benefit from access to the breadth of personal, corporate and investment banking expertise across Barclays, one of the largest financial services groups in the world.
Within Barclays we have two distinct career pathways for Wealth. It offers clients access to a dedicated Private Banker and product specialists, who provide highly personalised and relevant solutions from across the full Barclays Group. Comprised of a wide range of businesses that focus on everything from private bank, trusts and insurance to local retail and business customers in offshore islands, this market is always moving. Our vision is to grow and build strong client relationships, create client-centric propositions and develop innovative services and tools, all supported by a centre of excellence in investments.
Success will mean we are creating opportunities for UK customers and clients across Barclays. Private Bank offers a two-year rotational programme, consisting of three rotations of eight months each. The Private Bank programme will help you develop your understanding and expertise in three vital focus areas:. As part of this programme, you will gain international exposure and can also achieve two professional qualifications:.
This is an innovative and transformational area of the bank. As part of the Barclays UK programme you will develop your understanding and expertise in three vital focus areas:.