Business Insight Form for Barclays Wealth Management


Infinit-O’s mission is to create endless opportunities for your company to realize its fullest potential. Together, let’s build a great team of finance and accounting professionals designed to meet your unique needs.

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Understanding Your Needs

Barclays Wealth Management aims to provide a personal and proactive approach in managing wealth and finances through Wealth Planning, Investments, Borrowing, and Relationship Management. 

With your 365+ years of experience and 24/7 support, we can build you great, high-performing teams to help you achieve your business goals and provide the best finance and account support to your clients. We can build you a team of Bookkeepers who record all transactions and post debits (costs) and credits (income) and create financial statements and other reports for your clients. A team of Fund Accountants will be responsible for consolidated accounts and investor reporting for investment funds (i.e. real estate, debt, or private equity). Lastly, we can also build you a team of Data Entry Specialists help in reviewing data for deficiencies or errors, correcting any incompatibilities and checking output.

With the right outsourcing partner like Infinit-O, scaling and building those teams can be achieved through our:

  • ✔ Access to world-class talent
  • ✔ A+ recruitment process of hiring to on-boarding within 30-45 days
  • ✔ Industry leading experience

A partnership with Infinit-O provides customized, high quality finance and accounting business solutions that can promise the following:

  • ✔ Building great, high-performing finance and accounting team
  • ✔ 70% Projected operational savings
  • ✔ 75 Net Promoter Score (2020)
  • ✔ 97% Client retention rate
Understanding your Needs
Barclays Wealth Management Cost Savings

Sample Cost-Savings Chart

To fully appreciate the potential operational cost savings, below is a sample cost comparison:

Job TitleCost per In-house FTE ($ rate)Cost per Infinit-O FTE
($ rate)
% Savings per Month
Bookkeeper$ 4,546.56$  2,000.0056%
Fund Accountant$ 7,526.00$ 3,300.0056%
Data Entry Specialist (w/ OB Support$ 4,226.82$ 1,500.0065%

*All costs are based on estimated rates and typical fully burdened costs

Cost Comparison per Year:

In-house FTE (full-time employee) vs. Infinit-O FTE

Job TitleNo. of team membersEstimated Annual Cost Savings
Bookkeeper1$ 30,558.72
Fund Accountant1$ 50,712.00
Data Entry Specialist (w/ OB Support132,721.79

*All costs are based on estimated rates and typical fully burdened costs

Barclays Annual Cost Savings
Cost Saving Calculator V3 GIF

Cost Savings Calculator

For other roles that you wish to add, our Cost Savings Calculator can help you in projecting potential operational cost reductions.

Teams We Built for Barclays WM

We can also build other Finance and Accounting teams for core-care support:

Teams We built for Barclays

4 Pillars of Success: People, Process, Technology and Security

Know more about Infinit-O’s 4 pillars of success and our secret in building a great, high-performing RCM team.

Infinit-O 4 Pillars of Success
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Success Stories

Infinit-O has partnered with companies who cater financial services like Barclays Wealth Management’s line of business and effectively helped them overcome customary challenges. Here are some success stories about these client’s outsourcing journeys and how having the right partner is your first step to achieving your business goals.

How it Works

Working with Infinit-O is as simple as it gets. We have 5 quick steps to get you on board.

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Ready to explore infinite opportunities to grow?

For a more detailed discussion on potential savings, teams to build and other operational support,  click this button below to schedule a free consultation.


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