Portfolio Management

Barclay Wells offers a Managed Discretionary Account service, which is an attractive option if you prefer not to be involved in the day-to-day management of your investments. In conjunction with our senior investment advisers, we will manage your portfolio in line with your personal investment parameters.

Corporate Advisory

Barclay Wells is an experienced corporate advisory and capital raising team. We are focused on building and maintaining relationships with our clients and sustaining specialised knowledge of their businesses. The Barclay Wells corporate finance team assists its clients with a diverse range of equity capital market service

Equities Trading

Barclay Wells delivers a complete service on direct share and derivative investment on Australian Securities Exchange (ASX) listed equities and derivatives, including warrants and exchange traded options. Our advisers will work in partnership with you, providing professional assistance and tailored advice.

Contact one of our Barclay Wells advisers today to see how we can assist.

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