Wren Marks 5th Year Of Expansion With Major Appointments

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 a number of senior and executive appointments within our team.

Senior Appointments

Eirian Jones, one of the founders of Wren, has been appointed Chief Investment Officer, Daniel de Fernando stepping aside from that role as planned last year, but remaining a Non-Executive Director and a member of the Investment Committee.

William Drake has been appointed a Senior Adviser. Drake is a former colleague of the founders of Wren having previously, with Wren’s Chairman, Adam Wethered, founded and run one of the earliest established UK multi-family offices.

Robert Mason joins Wren as Private Equity Consultant having also worked alongside Wethered and Drake extensively in the past advising families on private equity investment.

Executive Appointments

We have four additional executive appointments at Wren to announce. Dan Young joins the client team as Client Relationship Associate Director from Stonehage Fleming. Luke Heywood-Jones, becomes part of the investment team as an Investment Analyst. Roger Windmill has been brought into the operations team and Alice Woods has joined the Client Relationship team.

Welcoming the New Appointments

In recognition of these new appointments, Michael Parsons, CEO of Wren, said:

“Eirian Jones has been a great force on our Investment Committee for the last 5 years and we are delighted that he has moved into his new role as CIO. Having worked alongside him for much longer, I and my colleagues know his outstanding abilities well. We are exceptionally grateful for Daniel de Fernando’s enormous contribution as CIO hitherto and are grateful that he will remain on our Investment Committee. Added to this, we are fortunate to bring the multi-year wisdom to our clients amassed by William Drake and Robert Mason who have careers spanning three decades of high-level advice to wealthy families and endowments; we know from working with them previously that they have exceptional and intricate knowledge of the workings and needs of multi-generational family wealth and endowments. They will be invaluable to us with our expanding client base with its wider interests and exposure to different asset classes, including private equity which is becoming of increased relevance to our clients.”

Adam Wethered, Chairman of Wren, added:

“These are all very important additions to our burgeoning business at Wren which will ensure our clients have the brightest people and the critical mass to look after their varied interests with judgement and integrity. The most successful families and endowments treat their wealth as an “enterprise”, having it managed like a business, with structure, strategy and suitable metrics. Our aim is to help these families and trustees have their affairs as a well-run virtual family office enterprise, guiding clients and implementing as needed. This increasingly includes advice in aligning their investments to their ESG and climate change concerns. Our aim is to help families and trustees to find the best from the investment world, enabling them to protect, grow and enjoy their wealth.”

Our Growth Story

During our first five years, our business has steadily grown from zero to £2.8bn of assets on which the firm advises and oversees. We provide strategic wealth advice, investment management and family office services to wealthy UK and international families, their family offices, endowments and charities.

When Wren was established in 2016 it became the third arm of a closely cooperating international alliance consisting of Wren in the UK, WE Family Offices in the United States and MdF Family Partners in Spain. The three firms in the alliance are responsible by way of advice and oversight for a combined £15bn of assets.