We understand that prosperity is often as much about responsibility and security as it is about growth.
WHO WE ARE
We aim to give you clarity, confidence and control over the management of your wealth.
We enable you as custodians of the wealth to feel comfortable that you have the right degree of oversight and control of your affairs. We give you confidence that your wealth is being sensibly administered day to day, while also exposed to deep and broad expert strategic insights that equip you to make wise and well-informed choices for the longer term.
WHO WE WORK WITH
We are deliberately small but well-connected.
As part of an international alliance of like-minded investment offices in North America and Spain we offer a global perspective and network while remaining focused on providing excellent, trusted advice and uniquely tailored services to a limited number of wealthy clients.
OUR INDEPENDENCE
We are truly independent and unbiased. We have nothing to sell.
We have no outsized anchor family or organisation who influence our thinking. We base our fees on the complexity and scale of the support you would like from us, not the value of your assets. We have no sales agenda, no retrocessions and offer fixed fees which eliminates the conflict inherent in asset-based fees.
“The personal care Wren takes with individuals, their understanding of trust structures, their willingness to be innovative, as well as their risk managed performance record, makes them second to none in their field.”
TRUSTEE & PRIVATE CLIENT
AWARDS
Private Investment Office of the hello
Magic Circle Awards, 2024
Industry Newcomer of the Year
Magic Circle Awards, 2019
Emerging Manager Award
Private Asset Managers Awards