BWD is proud to announce that it has been exclusively retained by the City office of Barclays Wealth to identify five high profile Financial Planners.
Having seen off competition from a number of larger competitors to win the mandate, the Director in charge of the project Alistair Brownlee said: “We are very pleased to have won this business. Barclays Wealth is already a key client in a number of markets for BWD and this will only reinforce our relationship.

“Barclays Wealth is a very exciting place to be right now and its message to the market is strong: it is currently investing £350M over the next few years to become a top four Wealth Manager globally. We think this is a fantastic opportunity to join a market-leading firm at a very interesting time.

The project will involve a significant amount of research into the London financial planning market and we will have to draw on all of our proactive resourcing experience to identify the high calibre individuals that Barclays Wealth expect. Candidates must possess high levels of qualifications and experience being at least diploma qualified or preferably Chartered status with a successful track record in dealing with high net worth individuals in all aspects of complex financial planning.”