Managing Wealth for Institutions

We serve non-profit clients by optimizing their investment policies and portfolio construction, as well as offering best practices to improve administrative elements for their organization. We work with community foundations, corporate foundations, health and human service organizations, colleges, universities, churches and religious organizations, private foundations and more.

Barclays Institutional Services specializes in working with plan sponsors to help them find the best solutions to meet their organization’s unique needs, size, demographics and goals.

Barclays Institutional Services client have access to the Barclays Total Wealth Platform, a powerful digital platform to manage your organization's everyday needs. Watch our brief video to see an overview of the platform's user-friendly tools and features.