Investment case studies

Read some fictitious examples based on the types of people Barclays has helped.

Javier is a client from Spain currently working in the UK

Javier arrived from Spain to work in the City of London for three years. We opened an international bank account and gave him a debit and credit card before he arrived in the UK. We also provided an overdraft facility to help with unforeseen expenses while he settled in.

As a trader, Javier was interested in taking advantage of investment products in sterling and foreign currency. He spoke to our team of experts who recommended several products based on his cautious attitude towards risk as well as introducing him to offshore banking opportunities.

Javier values having a Relationship Manager to look after his banking needs and financial goals. He contacts Barclays twice a month for transactional purposes to send money to Spain for long-term savings whilst keeping a close eye on his UK investments.

David is a British national living in Italy

David is currently working in Milan and looking forward to retiring, making the most of his savings as an Expat, having juggled both his Italian and UK finances.

When he came to Barclays, he already had some investment knowledge, but needed more specialist advice to make the most of his money and minimise his tax liabilities abroad.

Thanks to our team of experts, he has been introduced to a series of investments, which we manage on David's behalf. We are currently discussing Barclays online share dealing facilities and investment products in foreign currency.

Pietr is from South Africa and is banking offshore with BWI

Pietr is South African and lives in Cape Town. His career has meant he has lived in a number of different countries, including the UK, where he still has connections.

While he had a good awareness of the market, he came to us asking for advice to find a safe haven for his money away from any potential fluctuations or political instability. After an in-depth consultation with our team of investment experts, we found he had a balanced attitude towards risk and as a result we manage a spread of investments on his behalf.

Pietr enjoys the security of banking with an established offshore provider like Barclays and we are currently working with him as he develops his interest in online banking and investment products in foreign currency.

Marc is a local client from the Channel Islands

Marc is from Jersey. He moved back there from London with his wife because they wanted their two young children to be brought up by the sea.

When he visited Barclays in Jersey, he wanted to plan for his financial future, predominantly to provide fees for his children's education but also for the longer-term to build a deposit for a first home.

Thanks to our team of experts, we were able to assess his needs objectively and recommended a selection of managed investment products that provided growth for the medium and long-term future.

Whatever your plans might be, we can provide you with the right advice and solutions to help you make arrangements for the future. So whether you are interested in opportunities to bank offshore, selecting the right currency to hold, or you just want to set aside some money for a rainy day, discover how our team of experts can help you at Barclays.

Find out more

To find out more information about the international banking services that we offer at Barclays please call us on +44 (0)1624 684 301^† or request a call-back. Explore your financial options by talking to our experts today.