Wren’s Investment Process, founded on a set of beliefs and a framework to add value for clients and portfolios
Understanding and defining the purpose of your wealth
A bespoke investment plan, designed for the long term but reviewed regularly
Market events may require changes to the investment portfolio to protect capital, or provide opportunities to increase returns
Implementing the investment strategy through the most appropriate products
Important Information: Investors should be aware that with investing capital is at risk, past performance is not necessarily a guide to the future and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested. - Wren Investment Office Limited is an Appointed Representative of G10 Capital Limited, which is authorised and regulated by the Financial Conduct Authority, registration number 648953.