The PAM Awards are the highest regarded of the UK wealth management awards. Each year dozens of managers enter the Awards in an in-depth evaluation process and are reviewed by a panel of leading independent industry professionals. This year was no exception with entrants representing client in excess of 500bn.
Private asset management firms enter themselves for individual award categories via the completion of a category specific submission addressing the criteria highlighted by the Panel and an in-depth questionnaire, including approximately 47 questions across several subject areas, encapsulating: group structure & personnel; investment management process; pooled funds/unlisted securities; regulation and investor protection and fees, charges and interest.
Entry evaluation is carried out via a Judging Panel of leading experts who combine their market expertise to deliver a combination of quantitative performance attribution analysis with their experience of live client portfolios held with managers in the market.
We are delighted to announce that Wren investment Office won the Emerging Manager 2018 category.
For more information, please don’t hesitate to contact us.
Drew McNeil, Wren’s Head of Client Relationships, recently participated in a Step Journal roundtable on sustainable investing. You can read a full account of the event in Step Journal, Issue…Read more
Since Wren was established by the five founders in 2016, we have enjoyed five years of growth and expansion. Wren is delighted to mark this milestone with the announcement of…Read more
Wren’s Adam Wethered recently spoke to Michael Foster at Trusted Family, a family enterprise publication from Family Capital. Adam spoke about commercial family offices with a difference, citing Wren Investment…Read more