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WREN

To work in partnership with you and your team as your outsourced investment office

Our Role

  • Wren understands you have a wide range of relationships with financial services companies that have and will continue to be of value to you
  • Our client families work with the world’s leading financial institutions for investment management, custody, trustee and other financial services
  • Wren’s role is to help be sure each client family has the information and insight necessary to make informed and effective decisions around their wealth
  • Wren works with you and your network of providers to be sure all are working in concert with your objectives – ensuring you buy cleverly, effectively, and only those products and services that make sense for you