View more on these topics

Barclays Wealth launches guide to using structured products

Barclays Wealth has launched a guide to using structured products in portfolio planning for advisers.

‘The role of structured products in portfolio planning’ aims to provide an insight into how structured products can be used to create and improve portfolios through various types of growth and income structures.

It covers the factors involved in building portfolios, the limitations of conventional portfolio planning and how structured products can cap a portfolio’s maximum loss exposure, provide more certainty of returns and free-up capital through the use of gearing.

It also looks at how structures can be used in capital gains tax planning and within Sipps.

Barclays Wealth director Colin Dickie says: “Our new guide is designed to show not only what structured products can bring to a portfolio – from protection to performance to tax efficiency – but also how advisers can use them to maximise opportunities elsewhere.”


Sesame set for network boost

Sesame says it expects to gain around 250 of the two Thinc networks’ 290 members after Bluefin Advisory Services announced it is closing both networks.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm