A company founded to manage wealth in a unique manner, treating each client family as a single wealth enterprise
Wren Investment Office was established in 2016 and is managed by four experienced professionals who have a decade of working together in the private wealth sector. It is backed by WE Family Offices in the US, recently named Multi-Family Office Team of the Year by Family Wealth Report, and MdF Family Partners, one of the leading independent Multi-Family Offices in Continental Europe.
The collaboration of the three firms, born out of a common belief in the need for unbiased and unconflicted advice, represents a global alliance of independent family offices. Our aim is to provide our clients the opportunity to benefit from a global perspective and investment view with local capability and implementation.
Our offering is directed at individuals and families who require the highest standards of multi-generational wealth management, with top quality client servicing and state of the art consolidated reporting. Our business has a succession plan in place which we believe is aligned with the long term requirements of our clients.
Why Wren exists
- To help you manage your wealth as you would a business enterprise
- As your outsourced investment office we work in partnership with you to enhance and optimise your wealth
- We believe in focussing on what you need, not what the investment world wants to sell you
- Protecting your wealth lies at the heart of our investment philosophy